Jose Luis Boix

Portfolio Manager-Equities at

Banco Alcalá SA (Private Banking)

Finance

Profile

Mr. Jose Luis Boix is a Senior Private Banker at Banco Alcalá SA. Mr. Boix was previously employed as a Senior Private Banker by Wealthprivat Asset Management SGIIC SA, a Private Wealth Manager by Credit Agricole Cheuvreux Espana SV SA, a Private Banker by Santander Private Banking Gestion SA SGIIC, and a Junior Investment Banker by Atlas Capital Gestión SGIIC SA. He holds a degree in Business Administration from Universidad Politecnica de Valencia and MBA from IE Business School and Bachelor in Business Administraiton from London South Bank University.

Jose Luis Boix active positions

Companies	Position	Start
Banco Alcalá SA (Private Banking) Banco Alcalá SA (Private Banking) Investment ManagersFinance Banco Alcalá-PB aims to generate attractive returns in the medium and long-term. The frim designs individualized investment strategy that best suits client’s profitability, risk profile, term and liquidity goals at all times.	Portfolio Manager-Equities	01/03/2022

All active positions of Jose Luis Boix

Former positions of Jose Luis Boix

Companies	Position	End
Welcome Asset Management SGIIC SA Welcome Asset Management SGIIC SA Investment ManagersFinance Welcome AM is an active, risk-averse, growth-oriented manager that invests globally in debt and equity across market caps and sectors. The firm seeks to maximize returns and limit risk by carefully selecting securities in the portfolio. They invest in Spanish and Euro Zone equity, Euro Zone and Spanish fixed-income, US and Japanese fixed-income.	Portfolio Manager-Equities	01/03/2022
Credit Agricole Cheuvreux Espana SV SA Credit Agricole Cheuvreux Espana SV SA Investment Banks/BrokersFinance Provides brokerage services	Portfolio Manager-Equities	01/10/2016
Santander Private Banking Gestion SA SGIIC Santander Private Banking Gestion SA SGIIC Investment ManagersFinance Santander PB uses a fundamental analysis approach with a combination of top-down and bottom-up stock picking to make investments, primarily in growth stocks of small-cap companies. For fixed-income, they invest in corporate and government bonds.	Portfolio Manager-Equities	01/02/2013
Atlas Capital Gestión SGIIC SA Atlas Capital Gestión SGIIC SA Investment Banks/BrokersFinance Atlas Capital is an active, long-term manager which invests globally across sectors and market caps. The firm allocates assets based on a top-down approach, and employs a bottom-up approach to select fund and equity investments. The firm selects securities based on fundamental analysis, company management and momentum.	Analyst-Equity	01/10/2008

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Private companies	5
Welcome Asset Management SGIIC SA Welcome Asset Management SGIIC SA Investment ManagersFinance Welcome AM is an active, risk-averse, growth-oriented manager that invests globally in debt and equity across market caps and sectors. The firm seeks to maximize returns and limit risk by carefully selecting securities in the portfolio. They invest in Spanish and Euro Zone equity, Euro Zone and Spanish fixed-income, US and Japanese fixed-income.	Finance
Atlas Capital Gestión SGIIC SA Atlas Capital Gestión SGIIC SA Investment Banks/BrokersFinance Atlas Capital is an active, long-term manager which invests globally across sectors and market caps. The firm allocates assets based on a top-down approach, and employs a bottom-up approach to select fund and equity investments. The firm selects securities based on fundamental analysis, company management and momentum.	Finance
Credit Agricole Cheuvreux Espana SV SA Credit Agricole Cheuvreux Espana SV SA Investment Banks/BrokersFinance Provides brokerage services	Finance
Santander Private Banking Gestion SA SGIIC Santander Private Banking Gestion SA SGIIC Investment ManagersFinance Santander PB uses a fundamental analysis approach with a combination of top-down and bottom-up stock picking to make investments, primarily in growth stocks of small-cap companies. For fixed-income, they invest in corporate and government bonds.	Finance
Banco Alcalá SA (Private Banking) Banco Alcalá SA (Private Banking) Investment ManagersFinance Banco Alcalá-PB aims to generate attractive returns in the medium and long-term. The frim designs individualized investment strategy that best suits client’s profitability, risk profile, term and liquidity goals at all times.	Finance