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    Managed Portfolios

    A service aimed at customers who want to delegate the management of their assets to BBVA.

    • 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:

      • 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.

       

    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

    • For more information on the environmental or social characteristics of sustainable investments (Article 10 of Regulation (EU) 2019/2088), please consult the following document: 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.
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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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