What EDM does

EDM (legal entity: EDM Gestión SAU, SGIIC) is a privately held Spanish wealth and asset management firm headquartered in Madrid, operating since 1989 under authorization and supervision by the CNMV. The firm manages €4.414 billion in assets across 21 registered investment funds and four SICAVs, serving roughly 4,170 clients through three commercial offices in Madrid, Barcelona, and Mexico City with a workforce of 81 employees. Its primary customer segments are high-net-worth individuals and families, institutional investors, and pension fund participants.

The product platform is organized into two core service lines: Wealth Management (personalized advisory for HNW clients) and Asset Management (fund and SICAV products spanning equity, fixed income, mixed, and pension categories). The equity range includes Spanish, international strategy, Latin American, American growth, and sustainable global strategies; fixed income offerings span credit portfolios, high yield short duration, and multiple maturity-horizon funds. The firm does not disclose a proprietary technology platform, API, or app; distribution and client servicing are conducted through direct relationship management supported by branded content channels (the 'El oficio de invertir' publication, the XVIII Foro de Inversores annual event, and thought-leadership media). Revenue is generated through recurring management fees calculated on assets under management across the wealth advisory mandate, the 21 registered funds, and the four managed SICAVs.

The firm positions itself around long-term investment discipline, quality-business selection, ESG integration, and ethical conduct; governance is reinforced by MiFID compliance, CNMV supervision, ISO 27001-aligned information security controls, and a whistleblower channel managed by i2 Ethics. Geographic reach extends to Spain, Mexico, and exposure to US/Latin American investments via dedicated funds. EDM is privately held with no disclosed parent, no external private equity or venture capital ownership, and no public funding rounds; leadership visibility centers on Eusebio Díaz-Morera as author of the firm's wealth management philosophy book.

Name

EDM

Legal name

EDM

Website

https://edm.es

Company type

Private

Founded year

1989

Operating status

Operating

Headcount range

51–100 employees

Short description

EDM is a Spanish wealth and asset management firm managing €4.414 billion across 21 investment funds and four SICAVs for 4,170 high-net-worth individuals, institutional investors, and pension participants, operating from Madrid, Barcelona, and Mexico City.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industries

Investment Management Advisory (RIA) (FSAEAAAB), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Asset management funds
• Investment advisory
• Portfolio management
• Pension fund management

Headquarters

HQ city

Madrid

HQ country

Spain

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Wealth Management Services: Personalized investment advisory and portfolio management services for high-net-worth individuals and families, charging management fees based on assets under management.
2. Asset Management Funds: Management of investment funds including equity funds, fixed income funds, mixed funds, and pension funds, generating revenue through management fees calculated on total assets under management.
3. SICAV Management: Management of Sicav (collective investment vehicles) products for clients, generating management fee revenue.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

EDM provides wealth management advisory services and asset management funds for private clients and institutional investors. Its offerings include equity funds, fixed income funds, mixed funds, pension funds, and SICAVs, delivered through direct client relationships across three commercial offices in Spain and Mexico.

Product overview

EDM (EDM Gestión SAU, SGIIC) is a Spanish wealth and asset management firm with over 35 years of experience managing client portfolios. The company operates two core service lines: Wealth Management (advisory services for high-net-worth individuals) and Asset Management (investment fund management). The Asset Management division encompasses 21 registered investment funds spanning equity (Spanish, international, Latin American, American, and sustainable global strategies), fixed income (credit portfolios, high yield short duration, and alternative fixed income), mixed funds (flexible allocation), and pension funds. EDM also manages four SICAV investment vehicles (Hercasol, Infanzón de Bergua, Sagei, and Union Inversora Patrimonial). The firm manages €4.414 billion across 3 commercial offices (Madrid, Barcelona, Mexico City) serving 4,170 clients. EDM's investment philosophy emphasizes quality businesses, profitability, and responsible practices, with a dedicated ESG framework integrated across its fund offerings.

Differentiator

Problem solved

Functional benefit

Brands

• EDM International: International investment funds including Spanish Equity, Strategy Fund, Latin American Equity Fund, American Growth, and Sustainable Global Equity Fund.
• EDM Renta Variable
• EDM Renta Fija
• EDM Cartera FI
• EDM Ahorro FI
• Fondomutua Pensiones
• EDM Punteros SA SIL
• Hercasol, S.A., SICAV
• Infanzón de Bergua SIL, S.A.
• Sagei, S.A., SICAV
• Union Inversora Patrimonial, S.A., SICAV

Products and services

• Wealth Management Service

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• i2 EthicssupportImplementation/ SI/ Consulting Partneri2 Ethics provides the external whistleblower channel management tool for EDM. All reports submitted through the whistleblower channel are anonymous to the entity being reported, with confidentiality guaranteed. The external provider handles complaint intake and management for EDM's internal information system.

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• Bestinver: Spanish asset management firm (owned by Acciona) managing equity, fixed income, and mixed funds for retail and institutional investors. Comparable to EDM in product mix, Spanish distribution footprint, and multi-strategy fund offering, though somewhat larger and corporate-backed.
• Azvalor Asset Management: Madrid-based independent asset manager running value-oriented global and Iberian equity funds for Spanish and international investors. Highly comparable to EDM as a Spanish-headquartered, founder-led, active-management boutique serving HNW and institutional clients.
• Mutuactivos: Spanish asset manager owned by Mutua Madrileña, offering mutual funds, pension funds, and managed portfolios to retail and institutional clients. Comparable to EDM in product categories (equity, fixed income, mixed, pension) and Iberian client focus, with larger scale.
• Renta 4 Banco: Spanish independent bank specializing in wealth management, brokerage, and asset management with proprietary funds. Comparable to EDM in targeting Spanish HNW and affluent investors through advisory relationships and offering a mix of in-house funds and managed portfolios.
• Magallanes Value Investors: Spanish independent boutique fund manager offering Iberian, European, and global value equity strategies to retail and institutional clients. Directly comparable to EDM in client segments, distribution channels, and boutique active-management positioning.
• Cobas Asset Management: Spanish independent boutique asset manager founded by Francisco García Paramés, focused on active value equity and Iberian-anchored fund distribution. Closely comparable to EDM in size, independent ownership, Spanish retail/affluent distribution model, and equity-led fund range.
• Trea Asset Management: Spanish independent asset manager providing fixed income, mixed, and alternative strategies through intermediary and institutional channels. Comparable to EDM in independent boutique positioning, multi-strategy Spanish fund range, and intermediary-led distribution.

Regional players

• Andbank Wealth Management: Andorran private banking group with significant Spanish operations, serving HNW clients with discretionary portfolio management, advisory, and fund solutions. Comparable to EDM in Iberian HNW wealth management focus, though headquartered in Andorra and operating across multiple European markets.

Broad incumbents

• CaixaBank Asset Management: Asset management arm of CaixaBank, one of Spain's largest banks, offering a broad range of mutual funds, pension funds, and SICAVs. Comparable to EDM in product mix and Spanish retail/HNW client focus, but vastly larger, with bank distribution and corporate backing.
• Bankinter Gestión de Activos: Asset management subsidiary of Bankinter, managing mutual funds, pension funds, and managed portfolios for Spanish retail and institutional clients. Comparable to EDM in product structure and Iberian distribution, but with the scale and balance sheet of a universal bank.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/edm_am

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EDM