Asset management firms

Arfina Capital is an owner-managed financial boutique in the heart of Zurich, whose goal is to grow their clients’ wealth with risk-adjusted performance. It was founded over ten years ago to offer wealth advisory and asset management services.

Financial advisory company with 500 million euros of assets under advice and extraordinary results. Its partners have more than 20 years of experience on average in the financial sector. The investment team is led by Jorge Martret.

Founded in 2003 and led by Carlos Dexeus, Altex has a unique strategy in the market, investing in equities with a focus on quality global companies and using hedges to act as insurance in times of market declines.

Asset management firm with a portfolio reaching nearly €4bn. The company stands out for its experience in the fixed income market, having positioned its main funds in the first quartile due to its good results.

London based investment manager founded by Peter Smith focused on investing in competitively advantaged businesses when they trade at a significant discount to their growing intrinsic value.

An independent French firm which specialises in investing in small and medium-sized European companies led by William Higgons. They have achieved an annual return of more than 13% since 1993.

It belongs to the Finaccess financial group, with over 20 years of experience in asset management. David Ardura is their Chief Investment Officer who we consider to be one of the best fund managers in the fixed income market.

Value asset management firm whose objective is to achieve an average return of 10% per year. They stand out due to their extraordinary knowledge of the energy and raw materials market and for the successful evolution of their investment strategy.

BDL is an entity founded in 2005 with more than 18 years’ experience in managing European equity funds. They manage a portfolio that has nearly €3 billion in assets. They invest in good businesses that generate high returns…

Firm where returns and sustainability go hand in hand. Made up of professionals with diverse and complementary profiles with a common vision: generating returns by investing in companies committed to sustainability.

Arfina Capital is an owner-managed financial boutique in the heart of Zurich, whose goal is to grow their clients’ wealth with risk-adjusted performance. It was founded over ten years ago to offer wealth advisory and asset management services.

Financial advisory company with 500 million euros of assets under advice and extraordinary results. Its partners have more than 20 years of experience on average in the financial sector. The investment team is led by Jorge Martret.

Entity specialised in fixed income with a different approach than most other entities in the market. They target volatility-adjusted returns, arbitraging yield curves in Europe, among other strategies.

Part of the CIMD group, they manage over €4.5bn. They stand out due to the consistency of their strong performance, especially in the fixed income credit market. They also offer vehicles that invest in private assets.

Asset management firm with a portfolio reaching nearly €4bn. The company stands out for its experience in the fixed income market, having positioned its main funds in the first quartile due to its good results.

It belongs to the Finaccess financial group, with over 20 years of experience in asset management. David Ardura is their Chief Investment Officer who we consider to be one of the best fund managers in the fixed income market.

Part of the CIMD group, they manage over €4.5bn. They stand out due to the consistency of their strong performance, especially in the fixed income credit market. They also offer vehicles that invest in private assets.

Asset management firm that specialises in social impact investment funds. Its products seek an attractive economic profitability and a direct social impact that is measurable through specific metrics.