![José María Ortega](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
José María Ortega
Directeur/Membre du Conseil chez
Cartera Andaluza, SICAV
Profil
Mr. José María Ortega is a Chief Executive Officer at March Asset Management SGIIC SAU.
He was previously employed as Head of Private Banking by Credit Suisse (Geneva) responsible for Latin American, Southern European investors and Spain; Head of Private Banking for Southern Europe by Merrill Lynch, Managing Director by Credit Suisse Asset Management, Chief Investment Officer by Credit Suisse AG (Spain), Head of Equities by Banesto Fondos and Santander Asset Management, Equity Research Analyst by Banco Natwest March and Teacher by IE Business School.
Mr. Ortega Lopez de Santa Maria holds a degree in Economic Sciences from Universidad Complutense de Madrid, an MBA from IE Business School, and a Master's degree in Management & Leadership from INSEAD.
Postes actifs de José María Ortega
| Sociétés | Poste | Début |
|---|---|---|
Cartera Andaluza, SICAV
 Cartera Andaluza, SICAV Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Directeur/Membre du Conseil | 13/06/2011 |
Anciens postes connus de José María Ortega
| Sociétés | Poste | Fin |
|---|---|---|
March Asset Management SGIIC SAU
 March Asset Management SGIIC SAU Investment ManagersFinance March AM is an active manager which combines long-term value creation with wealth protection. Their geographic focus is on the Euro zone. The firm tactically allocates assets and selects medium and long-term securities based on the combination of macroeconomic and financial markets analysis, together with the valuation of companies. They analyze the macroeconomic environment and financial markets utilizing a number of information sources, both private and public, as well as the investment team’s experience, which includes lecturers from universities and business schools. The investment committee, headed by the Director of Investments, conducts the economic and financial analysis and determines the firm’s investment strategy. | Directeur Général | 01/10/2020 |
Banesto Banca Privada Gestión SGIIC SA
 Banesto Banca Privada Gestión SGIIC SA Investment ManagersFinance BBPG is an active, growth-oriented manager which invests in global debt and equity across all sectors and market caps. The firm follows a top-down research approach and allocates the major part of their assets to European mid- to large-cap companies. | Head-Equity Investments | 11/08/2014 |
Merrill Lynch Gestión SGIIC SA
 Merrill Lynch Gestión SGIIC SA Investment ManagersFinance Provides financial services; engages in investment holding | Responsable de la banque privée | 03/10/2013 |
Credit Suisse AG (Spain)
 Credit Suisse AG (Spain) Investment ManagersFinance Provides investment advice | Directeur en chef des Investissements | - |
Santander Asset Management SA SGIIC
 Santander Asset Management SA SGIIC Investment ManagersFinance Santander AM is an active, fundamental, value-oriented manager which invests in global debt and equity across sectors and market-caps. The firm aims to purchase assets which are undervalued but without negative momentum. They combine a bottom-up approach to fundamental analysis with a rigorous risk management process, in order to achieve an active return (alpha) in their investment portfolios. | Head-Equity Investments | - |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
12
Relations au 1er degré
8
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 8 |
|---|---|
Cartera Andaluza, SICAV
Cartera Andaluza, SICAV Investment Trusts/Mutual FundsMiscellaneous Acts as Open-End Investment Fund/Unit Trust | Miscellaneous |
March Asset Management SGIIC SAU
March Asset Management SGIIC SAU Investment ManagersFinance March AM is an active manager which combines long-term value creation with wealth protection. Their geographic focus is on the Euro zone. The firm tactically allocates assets and selects medium and long-term securities based on the combination of macroeconomic and financial markets analysis, together with the valuation of companies. They analyze the macroeconomic environment and financial markets utilizing a number of information sources, both private and public, as well as the investment team’s experience, which includes lecturers from universities and business schools. The investment committee, headed by the Director of Investments, conducts the economic and financial analysis and determines the firm’s investment strategy. | Finance |
UBS Wealth Management SGIIC SA
 UBS Wealth Management SGIIC SA Investment ManagersFinance UBS Wealth Management is an active, growth-oriented manager which invests in global debt and equity across market caps and sectors. The firm combines top-down and bottom-up approaches in constructing portfolios, utilizing fundamental and technical analysis to select stocks, as well as quantitative risk management tools. | Finance |
Banesto Banca Privada Gestión SGIIC SA
Banesto Banca Privada Gestión SGIIC SA Investment ManagersFinance BBPG is an active, growth-oriented manager which invests in global debt and equity across all sectors and market caps. The firm follows a top-down research approach and allocates the major part of their assets to European mid- to large-cap companies. | Finance |
Credit Suisse AG (Private Banking)
 Credit Suisse AG (Private Banking) Investment ManagersFinance CSPB is an active manager which performs in-house research. The firm's Investment Committee defines the investment strategy. In addition, based on the economic and financial analyses carried out by Credit Suisse Investment Research, the Investment Committee decides on the weighting of investment assets in the individual investment vehicles including money markets, bonds, equities, alternative investments, commodities and cash. The firm's Investment Committee also decides on short and medium-term trading options in a three to six-month horizon. The investment policy is monitored continuously at the Investment Committee's weekly meetings. | Finance |
Merrill Lynch Gestión SGIIC SA
Merrill Lynch Gestión SGIIC SA Investment ManagersFinance Provides financial services; engages in investment holding | Finance |
Santander Asset Management SA SGIIC
Santander Asset Management SA SGIIC Investment ManagersFinance Santander AM is an active, fundamental, value-oriented manager which invests in global debt and equity across sectors and market-caps. The firm aims to purchase assets which are undervalued but without negative momentum. They combine a bottom-up approach to fundamental analysis with a rigorous risk management process, in order to achieve an active return (alpha) in their investment portfolios. | Finance |
Credit Suisse AG (Spain)
Credit Suisse AG (Spain) Investment ManagersFinance Provides investment advice | Finance |
