Our History
2001
Our beginnings
The Belgian group CapitalatWork comes to Spain with the objective of creating a Portfolio Management Company
Securities house
Authorisation to operate as a Securities house.
2007
2010
Capital At Work
The local management team of CapitalatWork acquires 100% of the shares from the Spanish Securities House.
Wealth Management Service
We begin offering wealth management services.
2013
2015
Value Tree
We embark on a new stage with a change of name, but the same team.
Expansion of Activity Program
Expansion of the activity program with the CNMV to provide a more comprehensive service in the wealth management field.
2020
2023
The Blue Gloabl Fund SICAV
The co-management of the Luxembourgish SICAV ‘The Blue Global Fund’ begins in collaboration with CapitalatWork. The assets under management by Value Tree are approaching €1,000 million.
Full Management of The Blue Global Fund SICAV
After two years of successful co-management, Value Tree becomes the sole manager.
2025