Advised Portfolios

Make your portfolio decisions

  • For initial investments from €500,000
  • An investment advisory service with personalized recommendations presented to you by your private banker.
  • You decide which recommendations to follow to build a portfolio tailored to you.

With personalized advice

If you subscribe to an Advised Portfolio with a minimum initial contribution of €500,000, BBVA Private Banking’s team will propose a portfolio aligned with your risk profile and sustainability preferences, guiding you throughout the process.

When making investment decisions, your private banker will provide personalized recommendations, and only those you accept will be executed.

Personalized

We offer solutions tailored to your geographic preferences, sustainability goals, and current situation.

Professional

We have the professionalism of the Private Banking Investment Committee, the experience in analysis of BBVA Research and the offer of Quality Funds in the selection of international funds.

Dynamics

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

Informed

You can track your portfolio and see all the details anytime through the BBVA app or website.

How advised portfolios work

  • We build your investment

    Our expert team, through your private banker, offers investments across different asset types, adapted to your profile and preferences, including if you are seeking a sustainable approach.

  • We are here for you

    We constantly look for investment opportunities and provide personalized recommendations aimed at helping you optimize the returns on your money.

  • You make your own decisions

    Based on these recommendations, you decide which ones to accept to build a portfolio, consistent with your preferences.

  • Our Advised Portfolios invest in a carefully selected range of investment funds from both BBVA Asset Management and leading international managers.

    The international funds are selected by BBVA Quality Funds, the unit specializing in analyzing and choosing funds using strict quality, consistency, and risk control criteria.

How we advise you

  • Features of consultancy in Private Banking

    With our Advised Portfolios service, you can steer your investments in the direction you want. Our team of experts provides recommendations to adjust your investment portfolio according to your preferences, diversifying it and optimizing its returns, including your sustainability preferences.
      
    Market developments and future forecasts are also taken into account. Your private banker will then execute on your behalf the personalized recommendations that you accepted beforehand.

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 remunerated through a fee agreed with BBVA. For more details on this service, including costs and expenses, you can request the pre-contractual and contractual information from your private banker.

Monitoring

  • You can contact your private banker at any time. Additionally, in your personal area of the app and bbva.com, you will have access to:

    • A detailed analysis of all the financial instruments that make up your portfolio.
    • Account transactions.
    • Gains and losses.
    • Portfolio transactions in a given period.
    • Reports section: daily, monthly and annual (costs and expenses).
    • Tax simulation of unrealized gains and losses.

    These are the functionalities and how to access them if the ownership is under a company (CIF)

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Advised Portfolios
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