Afi Inversiones Financieras Globales (Afi Global Financial Investments) has confirmed its status of independent adviser in response to Mifid II new requirements. The Spanish Eafi (Spain’s IFA) Afi Inversiones Financieras Globales, which fully belongs to the Afi Group, has also launched a new website, in which the firm emphasises its independent financial advisory services to […]
Spanish insurer Caser has launched Smart Bolsa Global pension plan, a global equity product focused on ESG criteria and gender equality goals. Smart Bolsa Global, advised by the Spanish Eafi Casadevall, aims at equalising or slightly overcoming the profitability of the MSCI World Index with dividends. The pension plan’s management process consists of selecting the […]
Edgar Mestre, financial analyst at the asset allocation team of Summa Patrimonia outlines the fund selection strategy his team carries out, generally favouring actively managed funds. Barcelona-based Edgar Mestre is one of the 14-strong team working at the Spanish financial advisory (Eafi) Summa Patrimonia, where he works as an investment portfolio analyst focusing on equity. […]
The Spanish asset management industry has welcomed the arrival of a new member, A&G Private Wealth Solutions, an Eafi created by A&G Private Banking and whose launch raises to 168 the number of Eafis registered at the Spanish National Securities Market Commission (CNMV). The EAFI, which is registered but not active, has been set up […]
As Madrid attempts to open up the retail asset management market to newcomers, expectations remain that the banks’ hold on the local market will not diminish soon.
Allianz is increasing its product range for Spanish investors with three new funds, at a time when Spain has “more doors open to foreign asset managers than there have ever been”, the company’s regional managing director says.