Antonio Serra

Haitong Bank SA (Investment Management) (Haitong Bank-IM) is the investment management division of Haitong Bank SA, an investment bank headquartered in Lisbon, Portugal. The firm was founded in 1993 and is a subsidiary of Haitong International Holdings Ltd., which is owned by Haitong Securities Co. Ltd. (SHA: 600837) in China. Haitong Bank-IM provides corporate & investment banking services, as well as institutional services to Corporate and Institutional clients in its local and international markets.

Columbia Threadneedle Asset Managers Ltd. (CTAM) is an asset management firm headquartered in London, UK. The firm was founded in 1990 as F&C Asset Managers Ltd. and renamed BMO Asset Managers Ltd. in 2018. They changed their name to Columbia Threadneedle Asset Managers Ltd. when BMO rebranded to Columbia Threadneedle Investments in 2022. The firm is a subsidiary of Columbia Threadneedle AM (Holdings) Plc, ultimately held by Ameriprise Financial, Inc. (NYSE: AMP) in the US. CTAM manages a range of in-house and multi-manager funds for private individuals and institutional clients.

IM Gestão de Ativos SGFI SA (IMGA) is the wholly-owned Portuguese fund management subsidiary of Corretaje e Informacion Monetaria y de Devisas SA in Spain.^ Established in 1989 as AF Investimentos-Fundos Imobiliários, SA, the firm changed their name to Millennium BCP Gestão de Fundos de Investimento SA in 2004 and became IM Gestão de Ativos SGFI SA in 2015. ^ IMGA is based in Lisbon and provides private and institutional clients with a range of mutual and real estate funds.

Montepio Valor SGFI SA (Montepio Valor) is the fund management subsidiary of Montepio Holding, SGPS, SA, ultimately held by Montepio Geral - Associação Mutualista in Portugal. Formerly known as Finivalor SGFM SA, the firm was founded in 1997 and became Montepio Valor SGFI SA when they were acquired by Montepio in 2013. Montepio Valor is headquartered in Lisbon and manages investment funds for private and institutional investors.