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    Managed Portfolios

    A service aimed at customers who want to let BBVA manage their assets

    • Portfolios are an instrument that is diversified according to the risk profile and that actively manages the assets purchased.
    • You can access managed Private Banking portfolios from €200,000.

    What advantages does the discretionary portfolio management service offer me?

    • Every investment decision of the portfolios is made according to the vision and knowledge of BBVA specialists, with the aim of seeking maximum profitability, preserving our customers' assets and taking into account the economic situation and investment opportunities. The portfolios are perfectly diversified and are adapted to your risk profile and your investment objectives, through active management and continuous monitoring.

      Our specialists create different profiles adapted to different needs, to offer added value in terms of advice, planning and monitoring.

      • We help you to make your decisions, visualising what the future of your investments could be.
      • We plan: we analyse your preferences to find the most tax-efficient investments.
      • We monitor your investments to continually evolve them and, eventually, to reward your loyalty. 

      Documentation: you can consult the discretionary portfolio management service agreement with delegation (Private Banking Portfolios) and the discretionary asset portfolio management service agreement. We will generate the contract with your personalized data.

    Distribution of assets by risk profile

     
    EQUITY
    FIXED INCOME AND MONEY MARKET 
    ALTERNATIVE INVESTMENT AND UCITS
    VERY LOW
    0%
    90%
    10%
    LOW
    20%
    70%
    10%
    MEDIUM
    35%
    55%
    10%
    HIGH
    55%
    35%
    10%
    VERY HIGH
    80%
    20%
    0%

    This is how we manage your portfolio

    • Asset management approach

      Maintaining the allocation of assets within the long-term objective to deal with inflation.

    • Discipline and objectivity

      In decision-making, without emotional bias affected by the environment.

    • Professional management

      Adding value with the experience and dedication of our team and enhancing risk control and efficiency tools.

    • Monitoring

      Constantly monitoring the investment and actively managing it.

    • Real diversification

      With a balanced combination of funds from the most renowned international managers selected to maximize potential for each level of risk.

    • BBVA Group capabilities

      We have the experience and professionalism of the BBVA Private Banking Investment Committee, the Private Banking CIO, the experience in economic analysis of BBVA Research and Quality Funds such as BBVA's international fund analysis and selection platform.

    Monitoring your portfolio

    • 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:

      • Detailed analysis of all the financial instruments that make up your portfolio: values, returns and percentages of each asset. You have the option to customize your queries based on various criteria.
      • Activity in the account or accounts of the portfolio with detailed information.
      • Actual and unrealized gains and losses for the year to analyze the tax impact of transactions.
      • Transactions in the portfolio over a given period with details of each. 
      • Reports section, just a click away, with everything you need to know:
        • Daily: with the portfolio's performance in recent quarters, historical yields and last 12 months, composition of the portfolio with each of the instruments that make it up, with tax data and returns for each one, as well as a general risk profile.
          In addition, transactions from the last month and current month, and lastly, a tax simulation of the unrealized losses and gains of each item.
        • Monthly and tax: in the first, details of the portfolio at the end of the month with changes, transactions, details, comparison against the benchmark index, fees and income received if applicable, as well as market information. In the second, information on the tax simulation of the portfolio with the year-to-date unrealized losses and gains for each item. Suitability assessment with data from the last profiling done.
        • Annual costs and expenses: so you can know, in complete transparency, the costs incurred during the previous year and the impact on the portfolio's returns.
    Updated information on your portfolio
    This video explains how to track your BBVA investment portfolio daily.
    Watch the video

    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

    Register and carry out your portfolio operations without going to the branch

    You can easily sign the digital registration of your new portfolio: the suitability test, pre-contractual documentation, current account, securities account and portfolio contract. You can also make contributions and request refunds of the portfolio, through your banker, without having to go to a branch thanks to the remote signature.

    Manage your finances from the BBVA app

    Connect with your banker on your mobile and get all the support you need to manage your assets. You can also monitor your investments, sign documents and much more.
    Watch the video

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    Are you interested?

    Exclusive Private Banking line

    900 108 586

    Call us if you have any questions or to make an appointment.

    Exclusive Private Banking line

    900 108 586

    Advised Portfolios
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