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logotipo metagestion sgiic

Since 1986

Founded in 1986, Metagestión is one of the independent asset management firms of collective investment institutions (SGIIC) with the longest history in the Spanish market. Metavalor FI, our Iberian equity fund, is one of the most successful investment funds of the last 30 years.

Our work has been recognised on several occasions over the last three decades. The most recent awards include the Expansión-Allfunds 2020 award for Best Spanish Equity Fund. The asset manager has embarked on an internationalization process. The first step was the launch of a UCITS sicav in Luxembourg. And it has expanded its business lines with the creation of the alternative investments and discretionary mandates areas.

Team

Carlos Flores / CEO

Carlos has been at the helm of Metagestion since September 2021 and was also a board member and non-executive chairman before becoming CEO of the company.

He has held senior executive positions in Global Capital Markets, with regional responsibility for Southern Europe, LatAm and Emerging Markets at Deutsche Bank, Goldman Sachs, Bank of America Merrill Lynch and ICBC Standard Bank in London and New York, in a career spanning over 20 years. He is also a partner at corporate finance advisory firm StormHarbour Securities in London.

He holds a bachelor’s degree and an MBA from ESADE Business School in Barcelona, has completed corporate finance programmes at London Business School (LBS) and is fluent in four languages.

Alberto Roldán / CIO - Equities

With 25 years of experience in financial markets, he has held positions of responsibility as investment and research director in entities such as Inverseguros SVB, Lloyds Bank SGIIC, GBS Wealth Management, and currently, in Metagestión SGIIC. He has also worked as equity analyst at Bestinver and served as head of European equities at BBVA AM.

He currently combines his role as head of investments at Metagestión with his work as a lecturer in Principles of Economics and Macroeconomics at the Universidad Carlos III in Madrid. He is also a member of the IEAF-FEF teaching staff for the CEVE and CEFA accreditations, where he also teaches valuation in the Master’s Degree in Portfolio Management.

He holds a degree in Economics from the Universidad Carlos III in Madrid and a Master’s degree in financial markets from the Fundación Universidad Empresa and the UNED.

Antonio Torralba / CIO - Alternative Investments

He has over 25 years of investment banking experience in leading financial institutions (Deutsche Bank, Mitsubishi UFG, BBVA) from London, Tokyo and Frankfurt. Previously he also worked at Meff Renta Fija and Bolsa de Barcelona.

His latest role was European Head of Trading of Interest Rate Markets at BBVA. He has been a member of the Euribor EBF steering committee in Brussels, of the AFME primary market operators’ council and of AMF Spain.

He has developed electronic trading infrastructure since the 1990s and managed multi-billion euro debt and derivatives portfolios.

He is Managing Partner of Mussara Technologies UK, a leading fintech company in the development of sophisticated trading solutions with Artificial Intelligence.

He holds a degree in Economics from the University of Barcelona (UB) and has completed studies at other institutions such as IESE, LSE, UCI and MIT.

Ignacio Salido / Portfolio Manager

Since he joined Metagestión in January 2018, Ignacio has worked as an equity analyst and fund manager. He has almost 10 years’ experience researching investment opportunities in developed, emerging and frontier markets.

Prior to Metagestión, he worked as a financial analyst at 360 CorA EAFI, where he analysed fixed income assets, equities and real estate. He also has experience in providing financial advice to high net worth individuals. He is a CFA level III candidate.

He holds a degree in Law and Business Administration from the Universidad Rey Juan Carlos, as well as the title of Stock Market Specialist from the IEB.

Óscar Fernández / Portfolio Manager

Graduate in economics from the Universidad Complutense de Madrid. He has postgraduate education in financial markets from the IEB and the title of Expert in Equity Markets from BME.
He has been part of the management team since 2020. Previously, he held various positions in the financial sector as an advisor at BBVA. He is a CFA level I candidate.

Julio Morán, CFA / Head of Discretionary Portfolio Management

He has experience in investment analysis and portfolio advisory for high net worth clients, having started his career as an analyst of high yield credit and equity instruments at BrightGate Capital. Before joining Metagestión he worked as an analyst at Orienta Capital.

He graduated in Economics from the Universidad Complutense de Madrid with a specialization in economic analysis, having spent time at the universities of Durham (UK) and UM-St. Louis (USA). He is a CFA charterholder sice August 2022.

Metagestión SGIIC

Mar 2022

Creation of MTG Asset Management

Feb 2022

Distribution in Italy

Nov 2021

Discretionary investment mandates area

Oct 2021

UCITS Sicav in Luxembourg

Mar 2017

Launch of Meta Finanzas FI

Mar 2017

Launch of Meta América USA FI

Nov 2015

Launch of Metavalor Pensiones FI

Jul 2015

Launch of Metavalor Dividendo FI

May 2012

Launch of Metavalor Internacional FI

Sep 2010

Launch of Metavalor Global FI

Apr 1988

Launch of Metavalor FI

Feb 1986

Incorporation of Metagestión SGIIC S.A.