At Wells Fargo Asset Management, we put the client at the center of everything we do. Our commitment: Help clients achieve what matters most to them on their path to financial well-being. We do this by channeling the collective wisdom of our specialized investment teams (backed by over 500 investment professionals) into solutions designed to meet clients’ goals.
We place a relentless focus on pursuing consistent and positive risk-adjusted returns, with the support of our independent risk management teams. Together, we strive to help our clients build portfolios aimed at generating successful outcomes and defending them against uncertainty.
With more than $466 billion in assets under management* and offices around the world, Wells Fargo Asset Management has the resources and reach to help clients across the globe—be it institutions or intermediaries whose focus on the client is akin to our own
*As of December 31, 2018.
Wells Fargo Asset Management (WFAM) is the trade name for certain investment advisory/management firms owned by Wells Fargo & Company. These firms include but are not limited to Wells Capital Management Incorporated and Wells Fargo Funds Management, LLC. Certain products managed by WFAM entities are distributed by Wells Fargo Funds Distributor, LLC (a broker-dealer and Member FINRA).
Wells Fargo’s Sales Director for Spain and Portugal is Charles Pelham, who has over 35 years experience with Iberia.
Schroders is an independent asset manager with more than 200 years of experience investing in different market environments. Present in Spain since 1998, the team of 10 highly qualified professionals is focused in long term relationships in order to offer the best products and investment solutions to its clients, regardless of their risk profile or investment goals.
Currently Schroders manages €469.5 billion invested in a broad range of asset classes across equities, fixed income, multi-asset and alternatives through the Schroder International Selection Fund (referred as Schroder ISF) and Schroder GAIA SICAVs.
Schroders employs over 5000 talented people worldwide operating from 32 different countries across Europe, the Americas, Asia and the Middle East, close to the markets in which they invest and close to their clients.
BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. We support governments in funding local projects and work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2024, we oversee $48.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). We are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow us on LinkedIn (link) or visit our Newsroom (link) for the latest company news.
BNY Investments is one of the world’s largest asset managers, managing $2 trillion across a range of traditional and alternative assets through seven specialist investment firms — ARX, Dreyfus, Insight, Mellon, Newton, Siguler Guff and Walter Scott. For more information, go to www.bnymellonim.com.
ODDO BHF Asset Management is part of the French-German financial group ODDO BHF, founded in 1849.
ODDO BHF AM is a leading independent asset manager in Europe, with assets worth € 61.2 billion, with strategic investment centers in Paris, Dusseldorf, Frankfurt and Luxembourg and offers its institutional customers and distributors a unique range of investment solutions. High profitability investment in all main asset classes, such as European equities, quantitative strategies, fixed income, multi-asset solutions, private equity and private debt.
Web: www.am.oddo-bhf.com
Address (in Spain): Claudio Coello 91, Pl, 5 – 28006 Madrid (Spain)
PineBridge is a global asset manager with experience in emerging and developed markets, and investment capabilities in multi-asset, equities, fixed income and alternatives. The firm is differentiated by the integration of on-the-ground investment teams, bringing investors the combined benefits of global fundamental perspectives and analytical insights. PineBridge manages over US $84.5 billion in AUM worldwide as of December 31, 2015.
Capital Strategies is launched by Daniel Rubio and Gregory Ratliff in 2000 with the objective of providing financial advisory services to institutions. To achieve this goal, the agency carries out a careful process of selection of international Fund Managers groups whose talent and investment ideas will add value to the institutions.
In 2008 they became a broker (Agencia de Valores), complying with EU law (MiFID), regulated by the CNMV.
The investment approach of the company is global. Based on the core values of independence and commitment, their goal is to identify and select the best investment ideas to optimize performance of financial institutions. Headquartered in Madrid, Capital Strategies has presence in Milano, Lisbon and Lima.
Founded in 1987 in Madrid by a group of Spanish executives, A&G Banca Privada offers exclusive advisory services to private wealth management clients.
In 2008 EFG International, a leading Swiss international private banking group, became its main shareholder, with the A&G executives and agents retaining the remaining capital, as well as management of the company.
In 2014 A&G A&G obtained authorization from Banco de España to form a new bank, which will be known as A&G Banca Privada. To constitute this new bank, the group carried out a capital increase of 20 million euros subscribed by executives and agents from the firm.
In recent years, A&G has doubled its assets under management, reaching in the second half of 2015 6,700 million euros and his offices in Madrid, Barcelona, Santander, Seville, León, Valencia, Valladolid and Luxembourg.
One of the main reasons for this growth has been its ability to gain senior bankers from other entities, attracted by a business model that differs from that of the rest of the sector. This model is based on the fact that A&G Banca Privada does not set sales or fund-taking targets for bankers, it does not carry out product campaigns, and it offers them the possibility of becoming shareholders of the institution.
Invesco is one of the leading independent global investment managers, with more than $800 billion under management around the globe. Invesco has more than 750 investment professionals and over 6,000 employees worldwide giving local client support in more than 20 countries and serving clients in more than 130 countries. It has 13 specialized investment teams around the globe, where specialized investment teams manage investments across a wide range of asset classes and investment styles. It´s listed at the New York Stock Exchange, with a market capitalization around $15 billion and being a member of the S&P500 index.
“Our mission is helping investors worldwide to achieve their financial objectives. Our differentiators are the commitment to investment excellence, depth of investment capabilities and organizational strength. Thanks to the combination of all these factors, our clients benefit from a disciplined investment philosophy and process, capabilities to meet client needs and a superior client experience”.
Carmignac is an independent asset management firm established in 1989 on three core principles that still stand true today: entrepreneurial spirit, human-driven insight and active commitment.
We are as entrepreneurial today as we have always been; our team of fund managers keeping the freedom and courage to perform independent risk analysis, translate it into strong convictions and implement them. Our collaborative culture of debate, on-the-ground work and in-house research means we will always enhance data analysis with human-driven insight to better manage complexity and evaluate hidden risks. We are both active managers and active partners, committed to our clients, providing transparency on our investment decisions and always be accountable for them.
With a capital entirely held by the family and staff, Carmignac is now one of Europe’s leading asset managers, operating from 7 different offices. Today, as throughout our history, we are committed to try harder and better to actively manage our clients’ savings over the long-term
BNP Paribas Investment Partners is the dedicated asset management business line of the BNP Paribas Group. It actively manages EUR 532 bn of assets under its management and advisory activities, as of May 30th 2015, and is ranked as the 7th asset manager in Europe.
It has three business lines structured around three key client segments: institutional clients, distributors, and emerging markets and Asia Pacific clients.
Because each market has its own economic and regulatory environment, BNP Paribas Investment Partners adapts its advisory and investment products and services to the specific needs of each client and thanks to its multicultural network spread across 36 countries, it is able to adapt its offer to its clients’ needs and expectations, as well as to regulatory developments. Its investment professionals have a global footprint and each of them specializes in a specific asset class or type of product. As a multicultural company, it shares the same common values: the client comes first; independent management; responsibility and transparency.
