Santiago Montero Ruiz

Cartera Andaluza SICAV SA is an open-end investment company. It invests in assets such as shares in hedge funds and equity entities, as well as deposits in credit institutions. The company was founded on November 6, 2006 and is headquartered in Madrid, Spain.

Abanca Gestion de Activos SGIIC SA is the wholly owned investment management subsidiary of Abanca Group Corporación Bancaria SA in Spain. The firm was founded in 1990 as Gesinca Inversiónes, changed their name to Ahorro Corporacion Gestion in 2000 and subsequently became Imantia Capital SGIIC SA (Imantia Capital) in 2016. In 2023, Imantia Capital and Bankoa Gestión, merged into a single firm, Abanca Gestión de Activos SGIIC SA. Headquartered in Madrid, the firm manages a range of mutual funds for individual and institutional investors.

Caixabank Asset Management SGIIC SA (CAM) is the wholly-owned asset management subsidiary of Caixabank SA (MP: CABK, ADR: CAIXY) in Spain. The firm was established in 1983 and is headquartered in Barcelona. CAM develops investment solutions adapted to the profile of each client. They manage a wide range of funds, SICAVs and discretionary management portfolios. In 2016, they reaffirm their commitment to the UN Global Compact by signing the United Nations Principles for Responsible Investment (UNPRI).

Bankinter Gestión de Activos SA SGIIC (BGA) is the wholly-owned asset management subsidiary of Bankinter SA (BME: BKT; ADR: BKNIY) in Spain. Headquartered in Madrid, the firm was founded in 1986 and provides fund management services to private and institutional clients.

Mapfre Asset Management SGIIC SA is the Madrid-based, wholly-owned subsidiary of Mapfre Inversion Sociedad de Valores SA, itself a subsidiary of Fundación Mapfre in Spain. Established in 1988, the firm provides fund management to individual and institutional clients.

Credit Suisse Gestion SGIIC SA (CSG) is the Spanish bank management subsidiary of Credit Suisse AG (Spain), ultimately owned by Credit Suisse Group (SW: CSGN; ADR: CS) in Switzerland. Founded in 1996, CSG is headquartered in Madrid and manages a range of investment funds and SICAVs for individual and institutional clients.

Credit Suisse AG (Private Banking) (CSPB) is the Zurich-based private banking division of Credit Suisse AG, itself a subsidiary of Credit Suisse Group AG (VX: CSGN) in Switzerland. Established in 1856, CSPB provides comprehensive advice and a range of investment products and services to private, corporate and institutional clients. The firm is a leading provider of innovative alternative investment products. Their wealth management solutions include tax planning, pension planning, life insurance solutions, wealth and inheritance advice, trusts and foundations.

Sociedad de Desarrollo Industrial y Gestión de Inversiones SA is a private equity funds company. It is engaged in the promotion, management and administration of the companies. The company was founded on April 19, 1974 and is headquartered in Valencia, Spain.

Allfunds Bank SA engages in the acquisition, administration, and disposal of transferable securities, shares or participations in local or foreign companies. It also provides investment services. The company was founded on December 14, 2000 and is headquartered in Alcobendas, Spain.

Singular Asset Management SGIIC SA (Singular) is the investment management subsidiary of Singular Banks SA in Spain. The firm was founded by Carlos Cerezo Jimenez in 2002 as Belgravia Capital SGIIC SA. Headquartered in Madrid, Singular manages European equity portfolios and UCITS for individual and institutional clients.

Bankinter SA (Private Banking) is the private banking division of Bankinter SA (BME: BKT, ADR: BKNIY) in Spain. Headquartered in Madrid, the firm was founded in 1965 and provides a range of private banking and discretionary portfolio management services to private individuals and high-net worth clients.

Ahorro Corporación Financiera Sociedad de Valores SA (Broker) (ACF-Broker) is the broker/dealer division of Spain-based Ahorro Corporación Financiera Sociedad de Valores SA, ultimately owned by StormHarbour Partners LP in the US. Headquartered in Madrid, ACF-Broker was founded in 1989 and provides stockbroking services to individual and institutional clients.

Bankinter Securities SV SA provides securities brokerage services. The company is headquartered in Adelaide, Austraia. The company is headquartered in Madrid, Spain.

Sabadell Asset Management SA SGIIC SU (Sabadell AM) is the wholly-owned Spanish fund management subsidiary of Amundi SA, which is owned by Rue La Boëtie SAS’ Crédit Agricole SA (EPA: ACA) in France. Founded in 1986, the firm is headquartered in Barcelona and has additional office in Madrid. Sabadell AM provides investment management services and distribution services to Undertakings for Collective Investment in Transferable Securities (UCITS) domiciled in the Grand Duchy of Luxembourg. They also provide discretional and customized portfolio management services.

Santander Asset Management SA SGIIC (Santander AM) is the asset management subsidiary of Santander Asset Management Investment Holdings Ltd. in Great Britain, itself a subsidiary of Banco Santander SA (BME: SAN) in Spain. Founded in 1971, the firm is headquartered in Madrid and has a network of offices throughout Spain and local investment teams throughout the world. Santander AM manages a volume of assets for both individual and institutional clients, as well as for Santander Group subsidiaries in all geographies.

Part of Old Mutual Ltd., Skandia Link SA de Seguros y Reaseguros is a Spanish company that provides insurance and reinsurance services. The company is based in Madrid, Spain.

Santander Private Banking Gestion SA SGIIC (Santander PB) is the private banking subsidiary of Santander AM Holding SL, ultimately owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1986 as Gesmoney and became Santander Private Banking Gestion SA SGIIC in 2013 when Banco Santander absorbed Banesto and Banif. Headquartered in Madrid, Santander PB provides a range of private banking services including financial advisory, wealth management, retirement planning, funding advice, estate planning and consulting services for institutional clients including banks, financial institutions, corporations and pooled investment vehicles.

Tressis Gestión SGIIC SA (TGS) is the asset management subsidiary of Tressis Sociedad de Valores SA. The firm is headquartered in Madrid and was founded in 2007. TGS provides investment advisory and management services to their clients.

BEKA Finance Sociedad de Valores SA is a brokerage services company. It is engaged in offering investment banking services The company was founded on July 7, 1989 and is headquartered in Madrid, Spain.

Popular Asset Management SGIIC SA (Popular AM) is the asset management subsidiary of Banco Santander SA (BME: SAN) in Spain. The firm was founded as Allianz Popular Asset Management SGIIC SA in 2012 when Allianz Gestión SGIIC SA and Popular Gestión SGIIC SA merged. Headquartered in Madrid, Popular AM provides investment management services for private and institutional clients.

Andbank Wealth Management SGIIC SAU (Andbank WM) is the Spanish wealth management subsidiary of Andbank Espana SA, itself a subsidiary of Andorra Banc Agricol Reig SA in Andorra. Formerly known as Medivalor AV Agencia de Valores SA, established in 1989, the firm was acquired by Andbank in 2013 and renamed Adbank Wealth Management. Andbank WM is based in Madrid and provides wealth management services to institutional and retail clients.

Part of APICIL Epargne SA, Apicil Life SA is a Luxembourger company that provides insurance services. The company is based in Luxembourg, Luxembourg.

Part of Do ut des Partners SL, Diaphanum Valores SV SAU is a Spanish financial advisory company that redefines financial advice by providing a new approach and aligning completely with their clients. The company is based in Madrid, Spain, and their team of advisors and agents are experts in financial advice, investment, and comprehensive wealth management. The company specializes in comprehensive wealth management and have been in the industry for over 20 years. The company was founded in 2016 by Rafael Ciruelos Gómez del Valle, Diego Corral Basterra, Rafael Gascó Sales, Francisco Salas Ruíz, and Rafael Gascó Sales has been the CEO since 2016.

Part of Grupo Ahorro Corporacion, AFI Inversiones Globales SGIIC SA provides information technology services. The company is based in Madrid, Spain. David Cano Martínez has been the CEO of the Spanish company since 2009.

Acifiel Partners SL provides financial services. The private company is based in Madrid, Spain. The CEO of the Spanish company is Juan Carlos Acitores Peñafiel.