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Folleto Corporativo Ingles

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  • 1. C/ Pedro i Pons 9 - 11, 6ª planta · 08034 BarcelonaTel. (+34) 93 200 95 78 · Fax. (+34) 93 414 14 61C/ Colón 10, 1ª A · 36201 VigoTel. (+34) 986 22 56 59 · Fax. (+34) 986 22 20 45grupo@solventis.es · www.solventis.es
  • 2. A new way of understanding finance
  • 3. Presentation Solventis A.V. is an independent financial group registered with the Spanish Securities Authorities (CNMV) under registration number 244. Solventis was established in 2002 by a team of professionals with backgrounds in different areas of the investment banking sector. Solventis represents a new concept in the financial service sector, as is evidenced by its governing principles: Diligence. Contrary to the slow response of organizations which, owing to their size, cannot make dynamic decisions. This is particularly relevant in the financial sector which is linked to highly volatile conditions as we have seen over the past few years. Specialization. Unlike other more globally-oriented organizations, Solventis focuses on very specific aspects of the financial area. The extensive expertise of its team, with an average of over 20 years of experience in the industry, allows it to take on projects which would be complex for other companies, with maximum prospects of success. Commitment. As a service provider, the added value offered by Solventis is based on its human capital. This is why the company’s executives are strongly linked to its corporate capital, hence guaranteeing excellent quality of service. Solventis undertakes its activities within four main business areas: · Corporate Finance · Financial Consulting · Asset Management · Brokerage
  • 4. Our Values Alignment of Interests. The first clients of our products are the Solventis shareholders themselves. Only what is good enough for us is good enough for our clients. Transparency. At Solventis we strive to establish long-term relations based on trust with our clients and being transparent is inherent to our philosophy. Experience. The Solventis team has over twenty years of experience in investment management services for financial institutions, at both national and international level. Independence. Since our company does not belong to a financial group that could condition its decisions or opinions. Solventis capital is entirely in the hands of its executives. Proximity.The service offered by Solventis is based on a proximity approach towards our clients. At Solventis we consider it essential to get to know the client; thus, knowing your client well enables you to design the tailor- made service they deserve. Stability. Team stability is one of the key elements at Solventis. The shareholding connection of its executives guarantees such stability, so that clients do not suffer the inconveniences of constant changes in business strategy or contact person.
  • 5. Solventis Corporate ServicesSolventis Corporate was set up in 2003 and has been 1. Mergers and Acquisitions (M&A)offering top quality added value services since then. · Mergers. · Acquisitions.The Solventis human team has gained extensive · Disinvestments.experience in this field due to the many corporate · MBI / MBO / LBO transactions.transactions undertaken throughout their career.Some of these involving important companies cu- 2. Capital Marketsrrently listed on the IBEX-35 index. · IPO. · Structured Finance.The objective of the corporate finance division is to · Nominated Advisors – Corporate Brokers - Liquidityoffer creative, efficient and comprehensive solutions providers for MAB.which provide the added value expected by our clients. 3. Corporate ServicesWe specialize in the small and medium enterprise · Company valuations.market in which we are highly active and quick. · Capital increases. · Search for financial and industrial partners.We have realistic cost structures adjusted to our services.. · Financial transaction design. · Business planning.We advise companies, private individuals, financial · Liability restructuring.institutions and venture capital companies. · Investment project analysis. 4. Private Equity Solventis advises Private Equity Companies throughout their investment decision-making process: · Search for operations. · Analysis of the health and viability of operations. · Design and structure. · Closing. · Monitoring and disinvestment.
  • 6. Solventis Consulting ServicesSolventis has been offering financial consulting services 1. Risk Control Consultingsince 2002. · Market Risk. · Credit Risk.Solventis offers highly specialized and practical · Liquidity Risk.consulting services, undertaken with the maximumeye for detail. 2. Financial Asset Valuation (FAV) · Solventis is specialized in valuating any kind ofOur team is made up of economists, mathemati- financial assets.cians, engineers and computer experts, educated at · Due Diligence of financial assets.prestigious universities and with extensive profes-sional experience both in Spain and abroad. 3. Calculation AgentSince its creation, Solventis has been a pioneer in risk 4. Hedge Effectiveness Testingconsulting services and a benchmark for regulators in · Retrospective Tests.the sphere of financial asset assessment. · Prospective Tests.Our ongoing commitment to innovation and the 5. Preparation of Reports by Independent Expertsdevelopment of new tools enables us to provide · Reports required by regulatory retail tranche.realistic, proven solutions in a fast, dynamic and · MIFID Criteria Validation.personalized manner. Most of the financial con- · Legal expert reports.sulting services offered at Solventis are availableon-line. 6. Design and Implementation of Structured Products 7. Management Auditing 8. Training
  • 7. Solventis Asset Management ServicesThis area of Solventis A.V. is in charge of providing asset 1. Discretional Asset Managementmanagement services. · Open Architecture. · Own Products.Solventis AM was set up in 2004 and has been offering · Asset Selection.its services since then. · Asset Allocation.Solventis AM boasts a team with over 20 years of 2. UCITS Vehiclesexperience, combining their professional tasks with · Solventis has specialized in designing, creating andteaching at universities and other prestigious acade- managing UCITS vehicles.mic institutions. 3. Comprehensive Global Family Offices ServicesAt Solventis AM the customer is our sole priority. Weare independent professionals with an open archi- 4. Management of third-party Productstecture. We combine quality management with thebest products on the market. 5. Wealth Management Advisory Services.Solventis AM provides its services to insurance com-panies, investment funds, pension funds, securityinvestment firms and private individuals.Solventis A.V. is registered with the Spanish SecuritiesAuthority (CNMV) under registration number 244.
  • 8. Solventis Brokerage ProductsTo complete the range of services, as of 2011 Solventis 1. Equity securitiesoffers its clients brokerage services. · National. · International.This service provides direct access to worldwide listedfinancial instruments. 2. Fixed-income securities · Sovereign Debt.Recently, senior professionals with extensive experience · Private Debt.in the industry have joined Solventis. · Convertible bonds. · Subordinate Debt.In turn, Solventis has reached an agreement to coo- · Preferential investments.perate with DZ Bank (the 5th largest organisation inGermany in asset terms) to distribute its analysis of 3. Derivatives (Futures and Options) in organizedEuropean equities on the Iberian Peninsula. and OTC markets · Fixed-income securities.Solventis A.V. is registered with the Spanish Securities · Equity securities.Authority (CNMV) under registration number 244. · Currencies. 4.Investments funds, pension funds and ETF for any kind of asset and geographical area in the world 5. Currency exchanges when entailed to targeted financial operations
  • 9. Executive Teamalberto moro suárez · Chief Executive Officer guillermo alfaro bau · PartnerDoctorate (PhD) in Economics and Bachelor of Economics from the Universidad de Barcelona (UB). Lecturer in Security Markets and Bachelor of Economics (Universidad de Barcelona). CEFA (Certified European Financial Analyst). Formerly responsible for managingFinancial Instruments and Markets (Universidad de Barcelona). Academic Coordinator for the Equity Securities area at IEF (Institut OTCs and structured products at Benito y Monjardín SV SA. A former member of the MEFF (Mercado Español de Futuros Financierosd’Estudis Financers), Barcelona. Former member of the Board of Directors of Espírito Santo Dealer, with responsibilities within the de- [Spanish Financial Futures Market]) supervisory team. Academic work at the Institut d’Estudis Financers (IEF) in the derivative productsrivative products area (organized and OTC markets). Former Director of the Non-fixed Income Securities and Derivative Products area and structuring division. Member of the board at the Instituto Español de Analistas Financieros (IAEF) [Spanish Institute of Financialat Benito y Monjardín SV S.A., with responsibilities in the management area. Former Director of the Equity Securities and Derivative Analysts].Products area at Ahorro Corporación Financiera, SV S.A. in Barcelona. Former Director of the Barcelona Stock Exchange Research Service.President of the Catalonia branch of the Instituto Español de Analistas Financieros (IEAF) [Spanish Institute of Financial Analysts] andVice-president of IEAF on a national level. susana asenjo bosch · Commercial Director PDD from IESE (Universidad de Navarra). Bachelor of Actuarial and Financial Sciences granted by the UB and Degree in Statistics granted by the UB. CEFA (Certified European Financial Analyst). Postgraduate course in derivative financial products (IEF). Former Investmentcarlos masdevall garçon · Partner Director at Banco Banif, specializing in high-profile, family office and institutional clients. Susana was Client Portfolio Manager at Banco Urquijo SBP and member of the Bank’s Investment Committee. Formerly responsible for the ALM department at VidaCaixa. Member ofBachelor of Economics (Universidad de Barcelona). CEFA (Certified European Financial Analyst) and CEVE (Certificado de Experto Valorador the Instituto Español de Analistas Financieros [Spanish Institute of Financial Analysts].de Empresas) [Expert Company Evaluator Certificate]. Former Management Director for Arcalia Patrimonios in Barcelona. Former Headof the Treasury Desk Front-Office, leading the departments of Fixed Income Securities and Equity Securities at Caixa Penedès, as well asmanaging its own treasury account. Former member of the management team for the Caixa Penedès Asset Manager (CEP S.G.I.I.C. SA).Lecturer in Securities Markets at the Universidad de Barcelona (UB). Member of the Spanish Institute of Financial Analysts (IEAF). manuel torres maestre · Intermediation Director Bachelor of Economics and Business Administration at Western Michingan University. MBA in Finance from Instituto de Empresa (IE). Head of Domestic Equity Sales and Member of the Executive Commitee of Global Markets at BNP-Fortis. Head of Institutional Equity Sales at Ibersecurities. Equity Research Analyst at Ibersecurites. International Financial Risk Analyst at Banco Santander.christian torres lang · PartnerMBA from Stern School of Business of New York. GARP (Global Association of Risk Professionals), CAIA (Chartered Alternative Inves-tment Analyst), FRM (Financial Risk Manager), CEVE (Corporate Valuation Expert Certified). Worked for Merrill Lynch International aspart of their Corporate & Institutional Client Group EMEA, as equity derivatives trader. Responsible for single stocks equity volatility ramon talamàs tapiolas · Administration and Organization Directorbooks: Spain, Portugal, Scandinavia, Germany and lastly the European TMT sector. Responsible for the Derivatives business at Ahorro Bachelor of Business Management and Administration granted by the Universidad Autónoma de Barcelona. Master’s degree in Finan-Corporación Financiera in Madrid, performing multiple roles: sales, new product development, market-making, risk arbitrage, volatility cial Markets granted by the Universidad Pompeu Fabra (IdEC). Ramón was Senior Auditor at PricewaterhouseCoopers in the Assurance-trading. Member of the Risk Management Group at Bankers Trust International Plc in London. Former member of MEFF (Spanish Deri- Financial Services division. Financial Controller at Grupo Tradebe in their Urban Services Division. Member of the Instituto Español devatives Exchange) New Product Comittee. Trading Licenses: Meff Full Type III, Eurex, OMLX, Series 7 and SFA. Regular academic work at Analistas Financieros [Spanish Institute of Financial Analysts].Barcelona University (UB Master of Financial Markets) and at Institut d’Estudis Financers (IEF).pablo moro suárez · Partner luis miguel barros feteira · Sales Director - Solventis VigoBachelor of Business Management and Administration (Universidad de Barcelona). Bachelor of Arts (Honours) in Combined Studies Bachelor of Economic and Business Sciences (Universidad de Santiago de Compostela). European Financial Advisor granted by the(University of Wolverhampton, UK). MBA in personal banking and asset management by IEF (Institute of financial Studies),Barcelona. Instituto de Estudios Bursátiles. Head of the G.V.C. S.V Front-office in Vigo. Director of Link Securities S.V. in Galicia. Private Banker forFormer Director of Benito y Monjardín SV SA in Galicia. He worked as a net worth manager for Deutsche Bank Private Banking and for BNP aribas in Galicia. Member of the Instituto Español de Analistas Financieros [Spanish Institute of Financial Analysts].Sabadell Private Banking. Teacher of Financial Planning and Commercial Planning on the Master’s degree course in Financial Consul-ting and Asset Management (MAFP) at the Caixanova Business School. Member of the Instituto Español de Analistas Financieros (IEAF)[Spanish Institute of Financial Analysts].