Our investment method is based on two fundamental pillars
In-depth economic and financial analysis
Exposure to multiple assets, issuers and geographies, reducing volatility and improving the risk-return trade-off.
DECISION-MAKING
Investment in opportunities that, individually, would be difficult to achieve due to size, cost, or operational complexity.
Investment funds, SICAVs and pension plans
Solventis investment funds offer you the best strategies for investing in global financial markets.
- Fixed Income and Money Market Funds
- Mixed Funds
- Equity Funds
- Pension plans
Alternative products
Alternative vehicles with a wide range of strategies in the private debt, equity and infrastructure markets.
- Private equity
- Private Debt
- Real assets
Portfolio management
Managed portfolios that offer tailored solutions to our clients, with investment funds or other financial assets.
advantages of
Investment funds
An investment fund is an instrument that pools the money of several participants to make a common investment, with the same strategy, in an efficient manner.
Participants own "shares" proportional to their contribution, and profits or losses are distributed in the same measure.
By grouping a large number of clients into a regulated and supervised vehicle with a unique strategy, the funds manage to provide professional management to any asset, diversification, access to markets and security.
They are also tax-efficient instruments, especially for individuals.
Active and consistent management
Funds managed by specialized teams with a rigorous investment process and continuous monitoring of risks and opportunities.
Real and controlled diversification
Exposure to multiple assets, issuers and geographies, reducing volatility and improving the risk-return trade-off.
Efficient access to global markets
Investment in opportunities that,
Individually, they would be difficult to achieve due to size and cost.
or operational complexity.
Fiscal efficiency and liquidity
Tax advantages for the participant
and possibility of refund
with a regulated, transparent and supervised framework.
2023 – Best Conservative Multi-Asset Fund Award
2022 – Award for Best Aggressive Multi-Asset Pension Plan
2014 – Best Conservative Multi-Asset Fund Award
2015 – Best Aggressive Mixed Breed Award
2018 – EOS Award for Best Equity Pension Plan in Europe
2013 – Pension Growth Award for Best Moderate Mixed Pension Plan
EXPERIENCE THAT MAKES THE DIFFERENCE
Ramiro Martínez-Pardo
from the valley
Board Member
CEO of Solventis SGIIC
Juan Carlos Canudo
Rodríguez
Partner
General Director Solventis SGIIC
Javier Fernández Palacios
Director of Fixed Income and Asset Allocation
Johan svensson
Global Equities Director
Toni Bosch Palma
Director of Alternative Real Estate Investments
Ander Martínez
Aramburu
PortfolioManager
Francisco Marquez
Burgoa
Private Capital Manager
Jordi Sebastià Tomàs
PortfolioManager
José Antonio Cortés
Men
PortfolioManager
Loreto Moares Rodríguez
PortfolioManager
Victor Echazarra
Dressing room
PortfolioManager
It may interest you...
Want to learn more about our philosophy, vision, and positioning?
We invite you to explore the content from Solventis that we have selected for you: From our understanding of responsible investment, to market perspectives and analysis from our team.
Discover what drives us and how we approach wealth management in a unique way for our clients.
Differences in fund classes with currency hedges
FEDERAL SYSTEM
We solve your queries
So that financial decisions are made with transparency, clarity and trust
What is Asset Management and what type of investors can use it?
Asset Management is the professional management service of investments through funds and other financial vehicles, with the aim of obtaining profitability in the medium and long term while controlling risk.
It is aimed at individual investors, companies and institutions that want to invest through an expert team, with a rigorous process and continuous monitoring.
How can I start investing?
To begin investing, the first step is an initial consultation. We analyze your investor profile, your financial goals, and your time horizon to identify the most suitable investment solutions.
Once the fit is defined, we will accompany you through the registration and hiring process, explaining each step clearly and transparently.
What is the minimum initial investment?
The minimum initial investment depends on each investment fund.
Some products are accessible with relatively small investment amounts, while others require a higher minimum capital. In all cases, this information is provided before investing.
What fees exist and how are they applied?
Investment funds primarily charge a management fee, a deposit fee, and other operating expenses necessary for their operation.
All fees are included in the fund's net asset value, so there are no additional charges outside of the product itself. Full details are available in the legal documentation.