SANTANDER ASSET MANAGEMENT SA SGIIC

RIASEC RegisteredEst. 2007
Total AUM
$160B
Discretionary
$135B
85% of AUM
Avg account
$166M
Accounts
964
Employees
231
Advisory reps
9

Firm details

Headquarters
MADRID,
CRD number
143883
Registered since
July 5, 2007
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles61.03%
  • Banking / Thrift Institutions22.02%
  • Insurance Companies12.43%
  • Corporations / Businesses3.49%
  • Pension & Profit Sharing Plans1.02%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Santander Asset Management SA Sgiic is a corporate, Spain-linked investment manager that has been registered with the SEC since 2007. Its client focus is institutional, and its advisory activity centers on portfolio management for pooled investment vehicles and for businesses or other institutions. The firm charges asset-based fees and may also apply performance-linked fees on certain strategies. It does not identify as an active ESG investor and is not registered as a multi-state adviser. The manager is affiliated with the banking sector, reflecting its connection to a broader banking group. It is classified as a foreign-owned entity with individual ownership elements and does not operate primarily as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Investment Grade Corp Bonds 26%, Sovereign Bonds 22%, Private Funds 20%, Derivatives 16%, Exchange Traded Equities 7%, Cash & Cash Equivalents 5%, Non-Investment Grade Corp Bonds 3%, US Government Bonds 2%26%
  • Investment Grade Corp Bonds26%
  • Sovereign Bonds22%
  • Private Funds20%
  • Derivatives16%
  • Exchange Traded Equities7%

Owners & executives

3 of 4
  • JACOBO ORTEGA-VICH

    Chief Investment OfficerCRD 7089788

  • PABLO CORTON-CERRO

    Chief Compliance OfficerCRD 7244456

  • IGNACIO PEREZ-CHIRINOS

    Chief Operations OfficerCRD 6470637

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Contacts

3 of 5
  • LAZARO DE LAZARO-TORRES

    Board of DirectorsCRD 6177974

  • MARIA USSIA-BERTRAN

    DirectorCRD 6470634

  • Jose Garcia

    Independent DirectorCRD 6625467

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

MADRID, null

Location

MADRID, null

Headquartered in MADRID, null.

Address
Paseo De Ln Castellana 24
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth