DELEGATED WEALTH MANAGEMENT

Your wealth in careful expert hands.

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See Terms and conditions Terms and conditions

Delegated Wealth Management of euro investment funds

  • This service is available to resident and non-resident individuals and legal entities (except US residents), who wish to delegate the management of some of their wealth.
  • The minimum amount required for this service is €300,000. The initial and additional contributions can be in cash or investment funds.
  • Five portfolios are available.
  • The funds are selected by our fund manager, Bankinter Asset Management, which will select from their own funds or those of other prestigious international fund managers. The model is based on fundamental-management criteria with a global geographic scope.
  • You receive a monthly report tracking the portfolio, which you can consult every day at bankinter.com.

Delegated Wealth Management of dollar investment funds

  • This service is available to resident and non-resident individuals and legal entities (except US residents), who wish to delegate the management of some of their wealth.
  • The minimum amount required for this service is $300,000. The initial and additional contributions can be in cash or investment funds.
  • Two portfolios are available.
  • The funds are selected by our fund manager, Bankinter Asset Management, which will select from their own funds or those of other prestigious international fund managers. The model is based on fundamental-management criteria with a global geographic scope.
  • You receive a monthly report tracking the portfolio, which you can consult every day at bankinter.com.

Delegated Asset Management – Multi-Assets

  • This service is available to resident and non-resident individuals and legal entities (except US residents), who wish to delegate the management of some of their wealth.
  • The minimum amount required for this service is €1,000,000.
  • You receive a monthly report tracking the portfolio, which you can consult at bankinter.com.
  • You will receive guidance and personalised assistance from a wealth management director who will keep a close eye on your investments.
  • You will be able to personalise the portfolio in a multitude of ways depending on the nature of the assets chosen (investment funds, securities, ETFs, etc.), geographical areas, etc.

See FAQs FAQs

Can I take part in making investment decisions about the assets in which Delegated Asset Management invests?

No, you can't. In delegated asset management portfolios, as their name suggests, management is delegated to our Bankinter Asset Management expert managers. If you wish to participate in the management, or have the last word in making decisions about the proposals made by Bankinter, your Private Banker will be happy to inform about our fully customised solutions.

Can I switch from one portfolio to another lower-risk one if my personal or market situation changes and I want to take less risk?

You can do it whenever you want. We will also regularly check that your investment preferences are still aligned with the current situation of your portfolio to ensure it is being suitably managed.

Can I make additional contributions or partial redemptions at any time?

Yes, whenever you want. When they are contributions, the minimum amounts will vary depending on the portfolio chosen and whether this contribution is in cash or through investment funds. With partial redemptions, the amount resulting from the portfolio may not be less than the minimum required to set up the portfolio.

How can I keep track of my investments?

Whenever you want, you can monitor the portfolio through our website, where you will see the most recent and complete information. Every month you will also receive your Monthly Wealth Management Report. And, of course, your Personal Manager or Private Banker will contact you from time to time. If your investment is through Delegated Multi-Asset Management, you will have a Wealth Management Director.

Bankinter has the solution

We’re here to answer your banking queries and provide you with technical support.

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