Fernando Hernández, Ifrs-Fsa Credential Email & Phone Number

Madrid Y Alrededores, España

I am proud to have introduced Sustainability in AWM. The final success was to launch the Global Sustainable Impact Fund, an ESG vehicle with a Best In Class side, but also with impact in SDGs, through direct investments, and Cris Cancer Foundation. Today I can say it was a great success. Integrating ESG in our Clients Portfolios, was another step to our successful caring management, which helped us to be in first quartiles in 3 and 5 years, in our different profiles. During these years we have been able to get a new Private Banking Brand in Spain, a well-known one. Our transparency, with a weekly appearance in Media, our proximity to our clients, always with one Portfolio Manager available, and our conferences, especially in the bad times, has made the miracle of doubling AUMs in five years.Our internal work, always based on Fundamental Analysis of companies, and our own methodologies in equity selection and fund selection, with sustainability bias in both cases, allowed us to be always recognized in the Financial Investment Industry.

Head of Asset Management Unit (HAM). Chief Investment Strategist (CIS)I set up and managed the Research and Advisory Team after the acquisition of Spanish wealth manager Inversafei in 2005. I report to the CIO and have 14 direct reports. The successful goal was to integrate two teams, with a double aim: service to Bankers, and performance. Main activities include: * Macro Strategy and Asset Allocation guidelines * Research and product selection: equity, fixed income and mutual funds desks * Management of discretionary portfolios and advisory to private clients and institutions. Advisory to salesforce (RMs). Head of Equity Team. In charge of Equity Desk: stock picking, sectors and regional allocation. Financial Advising. Relationship management with clients is split between the salesforce (RMs) and Advisory Team. Each team member has its own clients to manage and advice.Equity Analyst Until 2005 I was in charge of European equity stock and sector selection. Reporting to the CIO. Created scoring models that finally became proprietary, based on databases like Bloomberg or Factset

Portfolio ManagerManagement of institutional funds and private portfolios. Reporting to the Head of Asset Management within a team of 15 portfolio managers and equity and fund analysts. In charge of the equity portion of the portfolios. As a manager of private portfolios, I had direct relationship with clients.

Pdg (Programa Dirección General)

Licenciado En Economía