Javier Alonso Jiménez

CaixaBank SA (Economic Research) is the investment research division of CaixaBank SA (BME: CABK) in Spain. Headquartered in Barcelona, the firm analyses the regulatory and competitive environment in which CaixaBank carries out its banking business, as well as the economic outlook and the evolution of international financial markets. They provide macroeconomic and financial forecasts, study the underlying factors which are transforming society, and offer a sector-specific approach to the Spanish economy to retail clients.

March Asset Investments SGIIC SAU (March A.M.) is the investment management subsidiary of March Delgado Family’s Banca March SA in Spain. Founded in 1966 as Mobilaria Gredos SA, the firm was formerly known as BNP Paribas Investment Partners SGIIC SA and changed their name to BNP Paribas Gestion de Inversiones SGIIC SA in 2012. They became March Asset Investments SGIIC SAU in 2022. Headquartered in Madrid, March A.M. provides asset management services for Spanish and international individuals, companies and institutions. The firm manages innovative thematic funds, fixed income funds, equity funds, SICAVs.

Bankoa Gestión SA SGIIC (Bankoa Gestión) is an investment management firm headquartered in Donostia San Sebastian, Spain. Formerly Crédit Agricole Bankoa Gestión SA SGIIC, the firm was founded in 1986 and is a subsidiary of ABANCA Corporación Bancaria SA, ultimately owned by Abanca Holding Financiero SA. Bankoa Gestión manages investment funds and SICAVs for individual and institutional clients.

Banco Alcalá SA (Private Banking) (Banco Alcalá-PB) is the private banking division of Banco Alcalá SA, a banking company headquartered in Madrid, Spain. The firm was founded in 1989 and is a subsidiary of Crèdit Andorrà SA in Andorra. Banco Alcalá-PB offers international private banking services to private and institutional investors, family office, foundations and institutions.

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.

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.

Bilbao Equity SICAV SA engages in open-end investment fund. It invest directly and indirectly in both debt and equity shares, deposits, and money market instruments. The company was founded on June 5, 1998 and is headquartered in Madrid, Spain.

Inver-99 SICAV SA is an open-end investment fund which engages in providing equity securities services. It acquires, possesses, and issues securities and other financial assets. The company was founded on September 7, 1999 and is headquartered in Madrid, Spain.

Deutsche Wealth Management SGIIC SA (Deutsche-Spain) is the Spanish investment management subsidiary of Deutsche Bank SAE, itself a subsidiary of Deutsche Bank AG (ETR: DBK, NYSE: DB) in Germany. The firm was founded in 1991 as DWS Investments (Spain) SGIIC SA. Headquartered in Madrid, Deutsche-Spain manages mutual funds for institutional clients and private individuals.

Trea Asset Management SGIIC SA (Trea AM) is the asset management subsidiary of Team & Work 5000 SL in Spain. Recently known as Nobangest SGIIC SA, the firm was founded in 1989 and formerly known as Novo Banco Gestión SGIIC SA and prior to that Espírito Santo Gestión SGIIC SA. Headquartered in Madrid, Trea AM manages funds for institutional and private investors.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

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.