Alvaro Mata

Trea AM’s management style is based on the fundamental analysis of companies oriented to the search for returns in the medium/long-term, flexibility in decision making and risk management two of its main features. The firm offers investors an open architecture to cover all styles, geographic areas and assets available, through the creation of its range of global funds.

Provides asset management services including high yield and European balanced portfolio management services

Santander AM is an active, fundamental, value-oriented manager which invests in global debt and equity across sectors and market-caps. The firm aims to purchase assets which are undervalued but without negative momentum. They combine a bottom-up approach to fundamental analysis with a rigorous risk management process, in order to achieve an active return (alpha) in their investment portfolios.

Trea is an active, solution-driven manager which provides a range of mixed funds with different risk profiles as well as several absolute return strategies which aims to generate consistent returns over time. The firm’s Spanish and European equity funds focus on capital appreciation through fundamental analysis and bottom-up stock selection with a disciplined risk approach. Their global fixed-income solutions include government and corporate debt from both developed and emerging markets. They also manage fixed-income funds with a macro and opportunistic approach through name selection focusing on total return appreciation and coupon payments with disciplined risk controls.

Brookfield UK employs a globally integrated value approach, risk management and fundamental, bottom-up stock selection methodology that seeks to identify value in their US and global real estate security products, which aims to generate attractive long-term risk-adjusted returns for the benefit of the firm’s clients and shareholders. Their investment focus is on real estate, renewable power, infrastructure and private equity assets.

UBS AG is an active manager which offers investment capabilities and styles across traditional and alternative asset classes. The firm provides clients with expert advice, innovative solutions, execution and comprehensive access to international capital markets.

Provides brokerage services