The Spanish ‘fintech’, an expert in stock market data, funds and portfolio algorithms, awaits approval to start attracting new clients.

The Spanish ‘fintech’, an expert in stock market data, funds and portfolio algorithms, awaits approval to start attracting new clients.

The Spanish ‘fintech’, an expert in stock market data, funds and portfolio algorithms, awaits approval to start attracting new clients.

Technology and finance.

the technological Thalesianspecializing in stock market data, investment fund analysis and portfolio algorithms, opens a new line of business and will attract customers through its new subsidiary of financial advice for private and institutional investors.

Thalesia Technologies has registered the regulated financial advisory company (EAF) Thalesia Capital, pending only its approval and registration with the National Securities Market Commission (CNMV).

At the moment, it is already registered in the Mercantile Registry of Madrid with a share capital of €75,000, the new minimum required by the corresponding European directive.

Its board of directors is chaired Carlos Mateos Sanchezwho is accompanied by directors Juan Carlos Alonso López, Vlad Roibu and Fátima-Rocío Aguirre González, with Agustín Lojo Elcid as non-director secretary.

The technology company, based in Madrid, has 60 million dollars (about 52 million euros) in assets under management worldwide, as indicated on its corporate page. Its services are related to investment management: automated investment analysis, risk management and investment technologies. reporting.

More specifically, it generates balanced portfolios of equities (long positions only, not short) that outperform the long-term benchmark index assuming limited levels of risk, using the big data.

9th EAF of the year

With its establishment, it will be the ninth EAF to see the light of day in Spain in 2021. To date, the two most relevant to be created have been Taylor Investing, owned by the former Bankinter and CaixaBank Emilio Antón and Guillermo Laborda, who with this independent figure resolved the legal struggle between the two banks for his signing, and Coventina Partners, of the former 360 CorA Marilena Orfanides, Alejandro Zubeldia and Emmanuel Frappereau, who decided to go it alone and not join Abante.

The others have been Asset Growth (Miguel Puertas), GHI Global Advisory Partners (promoted by the American guru Roger Ibbotson and his partners at Zebra Capital John Holmgren and Lorenzo Goldberg), IF Capital Management (Ana Ros), MFO Global Investment Advisors (Javier Hernández Mañueco, also from 360 CorA) and individuals Emeritus Quintana Pelayo (Numantia Global Heritage) and Fernando Maria Primo de Rivera Oriol (Blue Note Global Equity).

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