Urquijo Gestion 1

Urquijo Gestión is a Management Company of Collective Investment Undertakings (CIU) registered with the Spanish Securities Market Commission (CNMV) under number 1.

What sets Urquijo Gestión apart is its specialisation in managing investments and its dedication to clients of SabadellUrquijo Banca Privada.

This CIU Management Company manages Investment Companies and discretionary portfolios in a way that is tailored specifically to each investor.

With its comprehensive and varied services, Urquijo Gestión offers access to a wide range of investment opportunities under the best possible conditions.

To meet the needs of the most demanding Private Banking investors, Urquijo Gestión has a team of staff with extensive experience and expertise, as well as cutting-edge technical resources.

Our skills and experience make us one of the longest-standing and renowned Management Companies in the asset management market.

Urquijo Gestión engages in the following activities:

• Administration, representation, investment advice, investment management and management of subscriptions and redemptions of investments in Funds and Investment Companies.

Urquijo Gestión, S.A., S.G.I.I.C., Sociedad Unipersonal is currently wholly-owned by Banco Sabadell Group.

Banco Urquijo was founded in 1870. It is a pioneering bank that has demonstrated its ability to continually adapt to the changing financial environment.

Throughout its history it has made a significant contribution to the country’s financial development:

• Promoting the first industrial bank issues of cash warrants.

• Designing bond issues for major Spanish companies, as well as acting as an intermediary in their collection.

• Managing the assets of individuals and prominent institutions through specific products and services, as Spain’s pioneering Private Banking institution.

Following its acquisition by Banco Sabadell Group and its integration with Sabadell Banca Privada, Sabadell Urquijo became one of the most enduring and prestigious banks in the Spanish financial market, claiming a position as one of Spain’s leading banks specialising in Private Banking services.

Sabadell is a Spanish banking group formed of different banks, brands, subsidiaries and investees that engage in all areas of financial business under a single, common denominator: professionalism and quality.

Sabadell Urquijo brings with it a talented team, who have access to the latest IT and business resources, as well as a multi-brand, multi-channel and customer-centric organisation, which together enable Sabadell to occupy a prominent position in the business banking and private banking markets.

ED: Executive Director

INED: Independent executive Director

NED: Non-independent executive Director

NEDS: Non-executive Director

• 2024 - Remuneration Policy Descargar PDF

• 2021 - Remuneration Policy Descargar PDF

• 2023 - Urquijo Gestión Annual Report: Download PDF
• 2022 - Urquijo Gestión Annual Report: Download PDF
• 2021 - Urquijo Gestión Annual Report: Download PDF
• 2020 - Urquijo Gestión Annual Report: Download PDF
• 2019 - Urquijo Gestión Annual Report: Download PDF
• 2018 - Urquijo Gestión Annual Report: Download PDF
• 2017 - Urquijo Gestión Annual Report: Download PDF

Urquijo Gestión actively manages its portfolios as part of a wider investment universe. We provide access to all markets in a number of regions: Europe, US, Japan, emerging markets, etc., as well as access to all asset classes: cash, fixed income, equities, alternative management, volatility, inflation, commodities, credit, currencies, etc.

Our management team includes specialists in Fixed Income (government and credit), Equities (by activity sectors), as well as a specific team for Funds portfolios. We also have a Strategy team.

The investment process follows a dual approach: on one hand, a top-down analysis (from general to specific, from asset classes, regions and sectors to specific securities, assets and financial instruments) in order to determine the overall level of investment and decide on the composition of the portfolio in terms of asset classes. On the other hand, a bottom-up analysis (from specific to general, starting with the selection of assets) in order to build and diversify the managed portfolio.

When creating all of our portfolios (fund portfolios, multi-asset portfolios, SICAVs, etc.), we integrate both financial criteria and non-financial (environmental, social and governance) criteria.

Our strategy consists of excluding any companies, sectors and countries that might be involved in controversial activities. We also follow a ‘best-in-class’ strategy to select assets with the most sustainable ratings.

Sociétés d'investissement à Capital Variable (SICAVs) are public limited companies engaging solely in the investment of transferable securities and financial assets. They are Collective Investment Institutions (CIUs), meaning that their investments are subject to the CNMV’s regulations and supervision.

In Spain, they are required to have a minimum share capital of 2,400,000 euros.

Through SICAVs governed by Spanish law, you will have access to financial markets and financial instruments that offer a great deal of freedom to invest in all kinds of assets traded in organised markets, as the admission to trading of the SICAV’s securities in Spain’s alternative investment market (Mercado Alternativo Bursátil) makes daily liquidity possible, within the limits imposed by the SICAV’s articles of association and the legislation in force.

Given its tradition and experience in asset management, Sabadell Urquijo Banca Privada is highly specialised in proposing, offering and monitoring this type of corporate vehicles for its customers.

Sabadell Urquijo Banca Privada’s solid reputation as a benchmark of banking excellence is supported by a history spanning over 150 years.

Sabadell Urquijo Banca Privada has a Management Company that specialises in SICAVs: Urquijo Gestión, a CIU Management Company, registered with the CNMV under number 1 and engaging in the management of SICAVs and in the tailored management of clients of Sabadell Urquijo Banca Privada.