Filipe Rosa

Santander Private Banking Gestion SA SGIIC (Santander PB) is the private banking subsidiary of Santander AM Holding SL, ultimately owned by Banco Santander SA (BME: SAN) in Spain. The firm was founded in 1986 as Gesmoney and became Santander Private Banking Gestion SA SGIIC in 2013 when Banco Santander absorbed Banesto and Banif. Headquartered in Madrid, Santander PB provides a range of private banking services including financial advisory, wealth management, retirement planning, funding advice, estate planning and consulting services for institutional clients including banks, financial institutions, corporations and pooled investment vehicles.

Santander Asset Management UK Ltd. (SAM-UK) is an asset manager headquartered in Glasgow, UK. The firm was founded in 1987 and formerly known as Scottish Mutual Portfolio Managers Ltd. and Abbey National Asset Managers Ltd. They are a wholly-owned subsidiary of SAM Investment Holdings SL, owned by Banco Santander SA (NYSE, BME: SAN) in Spain. SAM-UK manages funds on behalf of other Santander group entities as well as retail investors. The firm also manages a small number of segregated corporate portfolios.

Haitong Bank, SA (Spain) (Haitong Bank Spain) is the Spanish broker/dealer division of Haitong Bank, SA in Portugal. They are a subsidiary of Haitong International Holdings Ltd., which is ultimately owned by Haitong Securities Co. Ltd. (SHA: 600837) in China. Headquartered in Madrid, Haitong Bank Spain offers brokerage services to corporate and institutional clients, both in the local and international markets.

Fomentinvest SGPS SA engages in waste, energy and carbon sectors. Its solutions include waste management, green areas management, energy efficiency, and forest management. The company was founded in 2002 and is headquartered in Amadora, Portugal.

Haitong Banco de Investimento do Brasil SA. engages in the provision of financial advisory services. It covers the areas of mergers and acquisitions, project finance, structured finance, treasury, and risk management. The company was founded in 2000 and is headquartered in Sao Paulo, Brazil.

Caixa Capital SCR SA (Caixa Capital) is a private equity and venture capital subsidiary of Caixa Banco de Investimento SA founded in 1991. The firm is headquartered in Lisbon, Portugal.

Banco de Investimento Global SA (BiG) is a privately held, specialized Portuguese investment bank which was founded by Carlos Rodrigues and Nicholas Racich in 1998 to operate in all business areas open to the banking sector in Portugal, offering banking, savings, investment trading and advisory services to a defined base of individual, institutional and corporate clients. Headquartered in Lisbon, BiG pioneered online investing in Portugal and is the leading independent provider of online investment services based on internet trading volumes. They are a member of Euronext and maintain partnership arrangements with global financial services suppliers to provide clients access to major stock, options and futures exchanges.

Profile Sociedade Gestora OIC SA (Profile) is the investment fund management subsidiary of Oitante SA, ultimately held by government-owned Bank of Portugal. The firm was founded in 1991 and formerly known as Banif Gestão de Activos SGFIM SA and as Profile SGFIM SA. Headquartered in Lisbon, Profile manages real estate investment funds for investors, both national and international.

Pactio Gestión SGIIC SAU is the investment management subsidiary of Del Pino Calvo Sotelo Family’s Lolland SA in Spain. Headquartered in Madrid, the firm was founded in 2005 and manages various collective investment schemes for individual and institutional clients.

CaixaBank SA (Broker) is the broker/dealer division of CaixaBank SA (BME: CABK), a Spanish multinational financial services company headquartered in Madrid, Spain. The firm was founded in 1980 and provides broking services and trading platform for various investors.

Préval SA is a Luxembourger Luxembourg-based company with subsidiaries in France and Luxembourg. Préval SA provides investment advice. The private company was founded in 2014 by Matthieu Vas, Dimitri Boismare, and Thierry Flecchia, and has been led by CEO Celia Djafer since 2019.

Joh. Berenberg, Gossler & Co. KG (United Kingdom) (Berenberg-UK) is the Great Britain-based broker/dealer division of Joh. Berenberg, Gossler & Co. KG, a multinational full-service investment bank in Germany. Headquartered in London, Berenberg-UK was founded in 2003 and provides trading and brokerage services to institutional and corporate clients.

Part of Morgan Stanley, Morgan Stanley Corretora de Valores Mobiliarios SA is a Brazilian company that offers specialized investment solutions to help clients achieve their investment goals. The company is based in São Paulo, Brazil. The company also provides processes and services to protect clients from cyber threats and online fraud. The company was founded in 2001. Alessandro Zema has been the CEO of the company since 2008.

Aqua Asset Management SAS (Aqua Asset) is a private equity firm founded in 2000. The firm is headquartered in Paris, France.

Haitong Securities (UK) Ltd. (Haitong Securities UK) is the Great Britain-based brokerage subsidiary of Espirito Santo Investment Holding Ltd., ultimately held by Haitong Securities Co., Ltd. (SH: 600837, ADR: HAITY) in China. Formerly known as Execution Noble Ltd., the firm was established in 2001. They were acquired by Banco Espirito Santo de Investimento SA in 2010 and changed their name to Haitong Securities (UK) Ltd. in 2015. Headquartered in London, Haitong Securities provides access to an international production and distribution platform of equities, derivatives, fixed-income and research for corporate and institutional investors.

Banco Caixa Geral Angola SA provides banking services. Its services include savings, internet banking, loans, money transfers, and foreign exchange operations. The company was founded on July 1, 2002 and is headquartered in Luanda, Angola.

Banco Caixa Geral - Brasil SA is a national commercial bank. The company is based in São Paulo, Brazil. The Brazilian company is a subsidiary of Caixa Geral de Depósitos, which is ultimately controlled by the Government of Portugal. The company was founded in 1966. The CEO is Martin Cordeiro Arranz.

Caixa Geral de Depósitos SA engages in the provision of commercial banking services. The company offers savings, checking, and deposit accounts, personal and business loans, mortgages, credit card issuing, corporate financing, life insurance, and pension funds. It offers financial advisory, online stock broking, and portfolio management. The company was founded on April 10, 1876 and is headquartered in Lisbon, Portugal.

Banco Caixa Geral SA is a private banking company. It is engaged in providing monetary intermediation services, financial products and services for individuals and companies. The company was founded in 1969 and is headquartered in Vigo, Spain.

Novo Banco SA provides commercial banking services. It products include accounts, debit, credit and prepaid cards, payments, savings, investment funds, credit services, real estate, and insurance services. The company was founded on August 3, 2014 and is headquartered in Lisbon, Portugal.

Banco Best SA provides on-line banking services. It specializes in retail banking, asset management and securities trading solutions. Its financial products and services are provided through Internet and mobile banking. The company was founded on May 9, 2001 and is headquartered in Lisbon, Portugal.

Dubly Transatlantique Gestion SA (Dubly Transatlantique) is a fund management firm headquartered in Lille, France. The firm was founded in 1989 and is a subsidiary of Dubly Douilhet SA, which is owned by Confederation Nationale Crédit Mutuel SA. Dubly Transatlantique offers a wide range of financial products and services to private clients and institutions (pension and provident funds, mutuals, associations, foundations, etc.).

Ahorro Corporación Financiera Sociedad de Valores SA (Broker) (ACF-Broker) is the broker/dealer division of Spain-based Ahorro Corporación Financiera Sociedad de Valores SA, ultimately owned by StormHarbour Partners LP in the US. Headquartered in Madrid, ACF-Broker was founded in 1989 and provides stockbroking services to individual and institutional clients.

Banco Santander SA (Broker) is the broker/dealer division of Banco Santander SA (BME: SAN), a multinational financial services company headquartered in Madrid, Spain. The firm provides brokerage services to individuals, companies, and institutions.

Credit Suisse Securities (Europe) Ltd. (Credit Suisse Europe) is the Great Britain-based brokerage subsidiary of Credit Suisse Investment Holdings (UK), itself a subsidiary of Credit Suisse Group AG (SWX: CSGN) in Switzerland. The firm was founded in 1966 and formerly known as Credit Suisse First Boston (Europe) Ltd. Headquartered in London, Credit Suisse Europe arranges financing in international capital markets, provides financial advisory services and acts as a dealer in securities, derivatives and foreign exchange on a principal and agency basis for corporate and institutional investors.

JPMorgan Securities Plc is a brokerage firm headquartered in London, UK. The firm was founded in 1992 and is a wholly-owned subsidiary of JP Morgan Capital Holdings Ltd., ultimately owned by JPMorgan Chase & Co. (NYSE: JPM) in the US. JPMorgan Securities provides market research, proprietary pricing data and analytics, and trade execution across multiple asset classes such as credit, equities and FX. They help institutional investors, traditional and alternative asset and fund managers, broker dealers and equity issuers meet the demands of changing markets.

Caixabank Asset Management SGIIC SA (CAM) is the wholly-owned asset management subsidiary of Caixabank SA (MP: CABK, ADR: CAIXY) in Spain. The firm was established in 1983 and is headquartered in Barcelona. CAM develops investment solutions adapted to the profile of each client. They manage a wide range of funds, SICAVs and discretionary management portfolios. In 2016, they reaffirm their commitment to the UN Global Compact by signing the United Nations Principles for Responsible Investment (UNPRI).

Greenlight Capital, Inc. is an independent, SEC-registered investment advisor and hedge fund manager headquartered in New York City. The firm was founded by David Einhorn in 1996. Greenlight Capital provides investment advisory services to the Greenlight “Capital Funds”.

Part of Solventis AV SA, Solventis SGIIC SA provides investment advice. The company is based in Barcelona, Spain. The Spanish company was founded in 2016. Ramiro Martínez-Pardo del Valle has been the CEO of the company since 2016.

LGT Capital Partners (USA), Inc. provides investment advice services. The company is headquartered in White Plains, NY.

Arbella Mutual Insurance Co. (Investment Portfolio) (Arbella-IP) is the investment portfolio division of Arbella Mutual Insurance Co., an insurance company headquartered in Quincy, Massachusetts. Arbella-IP manages the investment portfolio of insurance clients.

Morgan Stanley & Co. International Plc (MSCI) is a brokerage firm headquartered in London, UK. The firm was founded in 1986 and is a subsidiary of Morgan Stanley Investments (UK), ultimately held by Morgan Stanley (NYSE: MS) in the US. MSCI provides a range of brokerage services to corporations, governments and financial institutions.

Instituto Español de Analistas Financieros (Research Firm) (IEAF-Reasearch) is the equity research division of Instituto Español de Analistas Financieros, a non-profit Professional Association headquartered in Madrid, Spain. Founded in 1965, IEAF-Reasearch provides different services to companies with the aim of disseminating the activity of financial analysis and helping to expand its use and development in the business environment of any sector. It specializes in Spanish small and micro-caps.

Part of Raymond James Financial, Inc., Raymond James Financial International Ltd. is a brokerage services provider. The company is based in London, UK.