This service is designed for BBVA's Private Banking clients who wish to place assets of 200,000 euros or more at BBVA's disposal to be managed by a professional team. A prior suitability assessment is required to determine your investor profile to ensure that the portfolio matches your objectives, financial situation and sustainability preferences.
Managed Portfolios
Your portfolio managed by experts
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For initial investments starting at €200,000.
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We select a model portfolio adapted to your risk profile.
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Our expert team, BBVA Asset Management, manages your portfolio.
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.
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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.
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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.
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We monitor and adjust
We continuously monitor the markets and risks of your portfolio, adjusting investment levels according to your investor profile.
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We seek opportunities
We are constantly looking for investment opportunities because our goal is your long-term growth.
How are my assets managed?
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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
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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
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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.
Monitoring
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In your personal area of the app and bbva.es, you will have the following available:
- 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).
Sustainability
Another fundamental pillar is sustainability. At BBVA Private Banking, we integrate environmental, social, and good governance risks and opportunities into our investment process, and we take into account our customers' preferences regarding sustainability when building their portfolio.
Information on sustainability
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For more information on the environmental or social characteristics of sustainable investments, please consult the following documents:
- Pre-contractual information on the financial products referred to in Article 8, sections 1, 2 and 2 bis, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852.
- Periodic information on the financial products referred to in Article 8, sections 1, 2 and 2 bis, of Regulation (EU) 2019/2088 and Article 6, first paragraph, of Regulation (EU) 2020/852.
- Information on sustainability regarding financial products that promote environmental or social characteristics.
- Statement on the main adverse impacts of these investment decisions on sustainability factors.
- Statement on the main adverse impacts of these investment decisions on sustainability factors (summary)
You can call it Private Banking, but it's much more
We take care of your assets through comprehensive management and keep you informed on the latest economic developments to help you make financial decisions.
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Would you like more information?
Managed Portfolios
Request information