Profile
Mr. Javier Montoya, CFA, is Senior Portfolio Manager at Alpha Plus Gestora SGIIC SA.
His professional career began with Barclays Asset Management as an Analyst in 1997, eventually he became the Head of Asset Management for Investment Funds, SICAVs, Pension Plans and Separate Accounts as well as a Member of the Asset Allocation Committee.
He was also named Director of Asset Management for Barclays Gestion Privada and was responsible for the integration of the Barclays and Banco Zaragozano teams in 2004, then as Portfolio Manager and Head of Investments at the Lafita family office n 2006.
Mr. Montoya joined Alpha Plus in 2008 as a founding partner following an 11 year career in the asset management business.
Mr. Montoya holds a degree in Business Administration from the Universidad Europea CEES and a Bachelor’s Degree in European Business Administration from Anglia Polytechnic University in Cambridge.
Former positions of Javier Montoya
| Companies | Position | End |
|---|---|---|
Barclays Wealth Managers España SGIIC SA
 Barclays Wealth Managers España SGIIC SA Investment ManagersFinance Barclays Wealth Managers España SGIIC SA (BWME), formerly known as Barclays Fondos SA SGIIC, is the Madrid-based subsidiary of InverCaixa Gestion SA SGIIC, ultimately held by Fundacion Bancaria Caixa d'Estalvis i Pensions de Barcelona in Spain. Established in 1986, the firm is a fund management specialist and offers a diversified range of collective investment products. | Chief Investment Officer | 2009-03-24 |
Santa Lucía Asset Management SGIIC SA
 Santa Lucía Asset Management SGIIC SA Investment ManagersFinance Santa Lucía Asset Management SGIIC SA (Santalucía AM) is the asset management subsidiary of Santa Lucía SA Compañía de Seguros y Reaseguros in Spain. The firm was founded by Edwin Voerman in 2008 as the result of the merger between two management companies: Alpha Plus Gestora SGIIC and Santalucía Gestión SGIIC (formerly Aviva Gestión). Headquartered in Madrid, Santalucía AM provides discretionary portfolio management and offers investment funds to private and institutional clients. | Founder | - |
Experiences
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1st degree connections
1st degree companies
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Female
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| Private companies | 2 |
|---|---|
Barclays Wealth Managers España SGIIC SA
Barclays Wealth Managers España SGIIC SA Investment ManagersFinance Barclays Wealth Managers España SGIIC SA (BWME), formerly known as Barclays Fondos SA SGIIC, is the Madrid-based subsidiary of InverCaixa Gestion SA SGIIC, ultimately held by Fundacion Bancaria Caixa d'Estalvis i Pensions de Barcelona in Spain. Established in 1986, the firm is a fund management specialist and offers a diversified range of collective investment products. | Finance |
Santa Lucía Asset Management SGIIC SA
Santa Lucía Asset Management SGIIC SA Investment ManagersFinance Santa Lucía Asset Management SGIIC SA (Santalucía AM) is the asset management subsidiary of Santa Lucía SA Compañía de Seguros y Reaseguros in Spain. The firm was founded by Edwin Voerman in 2008 as the result of the merger between two management companies: Alpha Plus Gestora SGIIC and Santalucía Gestión SGIIC (formerly Aviva Gestión). Headquartered in Madrid, Santalucía AM provides discretionary portfolio management and offers investment funds to private and institutional clients. | Finance |
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