Asset management firms

Firms focused on Equities

Altex Asset Management

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.

Arfina Capital

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.

BDL Capital Management

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…

Catalaxia

An investment advisory company registered in Argentina as a Global Investment Agent. Their working process is based on the philosophy of value investing, focusing on selecting assets with high potential for appreciation.

Cobas Asset Management

An investment management firm based on the value investing philosophy. After achieving an annual return of 15.5% from 1993 to 2014, Francisco García Paramés founded Cobas Asset Management in 2016.

Indépendance Asset Management

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.

NORZ Patrimonia

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.

Palm Harbour Capital LLP

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.

Santalucía SGIIC

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.

SIA Funds AG

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.

Firms focused on Fixed Income

Arfina Capital

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.

Intermoney

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.

NORZ Patrimonia

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.

Santalucía SGIIC

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.

Firms focused on Private Assets

Global Social Impact

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.

Intermoney

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.

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