Advised Portfolios

With our Advised Portfolios service, you can steer your investments in the direction you want. Our team of experts will tailor your investment portfolio based on your preferences to maximize its returns. 

This service takes into account at all times the combination of the different types of financial assets you have selected, adapted to your risk profile and your investment objectives. The current market situation and future forecasts are also taken into account. Your private banker will then execute on your behalf the personalized recommendations you have accepted.

This solution provides an excellent tool for taking advantage of the opportunities that the market offers. 

Documentation: you can consult the non-independent investment advisory service contract (Private Banking and Equity Portfolios) and the independent advisory service contract in the field of investments. We will generate the contract with your personalized data.

Based on your financial situation, your knowledge and experience and your investment objectives, 5 different risk profiles are established, resulting from the suitability assessment that we have carried out. We will make personalized recommendations or manage your portfolio according to your investor profile.  These profiles will be delimited according to the maximum limit of equity (E) exposure.

You will have a team of experts in investment and asset planning solutions at your disposal to help you maximize the returns on your money:

• Customized financial strategy based on geographical preferences, investor profile and tax status. 
• Investment opportunities and tailor-made financial solutions through Asesora, an in-house BBVA methodology.
  
• Independent advice: we select the best funds on the market, our own or those of other national and international managers.
• Timely and exhaustive information on the status of your portfolio to help you make investment decisions at any time.

Through your private banker or the BBVA app and the www.bbva.es website, you can monitor your portfolio with complete and detailed information:

In your personal area of the app and bbva.es, you will have the following available:

• Daily report, with daily performance of the returns and composition of your portfolio, and capital gains and losses.
• Monthly portfolio dossier, with market comments, performance of the portfolio and the assets that comprise it, returns, distribution by asset type, currency and geographical area, tax information for each fund and applicable fee information.
• Tax dossier, with monthly information on returns, realized and unrealized losses and capital gains.
• Annual report on costs and expenses, with a breakdown of fees and expenses for the year to find out, in complete transparency, the costs incurred and the impact on the portfolio's profitability.