INVESTMENT PLANNING
What do you want? What do you expect? What do you need?
We'll help you answer all your questions about developing an investment strategy tailored to your needs, your savings capacity, your time of life and your goals. Ask yourself, ask us.
Advice
The services provided by our analysts and management experts will help you get the best return on your assets.
- You delegate your investment management decisions to professionals.
- The team of professionals will always take into account your investment goals and profile and adapt your investments accordingly.
- You can forget about the details and having to keep constant track of your investments.
- You will always have detailed and up-to-date information about the performance of your investments.
Delegated Investment
Content Delegated InvestmentA service that allows you to delegate the entire management of your investments to Bankinter Gestión de Activos, our fund manager.
- Available for investment funds, pension plans and securities.
- Always according to your medium and/or long-term investment goals and preferences.
- Personalised management: a manager at your disposal to answer all your questions.
- Minimum amount: €1,000
Excellence Management
Content Excellence ManagementAn exclusive service that allows you to delegate the entire management of part of your assets to the experts at Bankinter Gestión de Activos.
- Available for investment fund portfolios and multi-asset portfolios.
- Personalised management tailored to your needs.
- Detailed and personalised monitoring of your investments.
- Minimum amount: €300,000
Roboadvisor
Content RoboadvisorRoboadvisor is Bankinter's 100% online delegated management service . A service that allows you to invest in different ranges of fund portfolios, simply and at very competitive prices .
- Online subscription.
- Actively managed, indexed and sustainable portfolios invested in funds from leading international asset managers.
- Portfolios created by our Analysis team.
- Minimum amount: €1,000
- Our experts will offer you investment proposals but you will always have the last word.
- A professional team will offer you investment proposals tailored to your investment profile, goals and preferences.
- You will still have control over your investments because you will always be able to accept, amend or reject our proposals.
- A service that will allow you to diversify your investments by investing in all types of assets.
- You'll receive detailed and up-to-date information about your investments.
Ad hoc advisory service
Content Ad hoc advisory serviceA service to help you make timely investment decisions. Through your branch or Telephone Banking, our team of professionals will recommend the best financial assets for your profile at any given time.
- Available for investments from €500.
Bankinter Capital Advisor
Content Bankinter Capital AdvisorThe 100% digital advisory service that will help you create, personalise and manage your investment fund portfolio with recommendations from the Bankinter Analysis team.
- Access professional and free tools that will allow you to personalise, compare and carry out simulations of your portfolio.
- A 100% digital service, but with the option of human support when you need it.
- Bankinter Capital Advisor is available for investments from €10,000.
Independent advisory Service
Content Independent advisory ServiceA professional advisory service adapted to the needs of customers.
Designed for customers seeking excellent advice.
- A service that offers the investment strategy that best suits your financial situation.
- Wide variety of investment products and opportunities on a recurring basis.
- A service where you maintain complete control of your investments at all times.
- Maximum transparency and cost efficiency.
Which path will you choose for your investments, advice or delegation? We answer all your questions at our Workshops with Experts.
