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Managed Portfolios

Your portfolio managed by experts

  • For initial investments starting at €200,000.
  • We select a model portfolio adapted to your risk profile.
  • Our expert team, BBVA Asset Management, manages your portfolio.
  • Contact your adviser

Our expertise working for your investment

When you sign up for the Managed Portfolio, with a minimum initial investment of €200,000, we offer you the financial knowledge, global vision, and experience of a solid financial group to provide you with your discretionary portfolio management service.

With this service, the Private Banking and BBVA Asset Management teams collaborate to provide a service tailored to various client profiles with a long-term perspective.

Independent management

We invest in BBVA Asset Management funds as well as funds from leading international fund managers, all of which undergo rigorous analysis.

Diversification

Your investment is diversified based on quality and consistency, allocating funds to mutual funds that invest across various asset classes, sectors, and geographic regions.

Dynamics

We continuously monitor the markets and risks of your portfolio, adjusting investment levels according to your investor profile.

Personalized

We take into account your investor profile to offer you different personalized solutions and services.

  • BBVA Quality Funds

    Our ally in selecting international funds

    BBVA Quality Funds is the unit that specializes in analyzing and selecting this type of fund.
    It is a team of over 30 professionals solely focused on finding investment opportunities within a vast network of leading international asset managers.

    With this team's extensive experience, we offer an open architecture that provides access to the best products in the market, all while maintaining high standards of quality, consistency, and risk control.

  • We adapt to the market

    Our goal is the same as yours: to look after your assets. Therefore, we adapt your investment to the economic and market environment.

  • We monitor and adjust

    We continuously monitor the markets and risks of your portfolio, adjusting investment levels according to your investor profile.

  • We seek opportunities

    We are constantly looking for investment opportunities because our goal is your long-term growth.

How are my assets managed?

  • Features of management with Private Banking and BBVA Asset Management

    A suitability assessment is required before applying: this questionnaire will help us understand your financial situation, investment goals, previous knowledge, experience, and risk tolerance. You can also include your sustainability preferences.

    Your risk profile will be determined based on the assessment results, and you will be assigned a portfolio that aligns with one of our investment profiles, which are designed to pursue a balance between return and risk.

    You will always have a dedicated private banker to assist you with any questions and to monitor your portfolio in a clear and transparent way.

    You can make contributions and request refunds of the portfolio, through your banker, without having to go to a branch thanks to the remote signature.

Risks

  • Please note that the funds the portfolio invests in are products with a certain level of risk. If the markets in which they invest do not perform as expected, they could have losses, meaning you have to be able to tolerate the economic risk that results from the performance of your portfolio.

Expenses and fees

  • This service is paid for through an agreed fee paid to BBVA, an explicit charge that allows you to always know the management costs associated with the service.

    As specified by the regulations, the bank cannot accept any incentive from third parties as the result of the investment it makes through this service, with the exception of the minor non-monetary benefits that may be received, and if it were to receive them, it would have to disclose and pay them to you.

    For more details you can consult one of our private bankers.

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