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DELEGATED WEALTH MANAGEMENT
Delegate the decision on how and when to invest to the experts.
With our delegated asset management service, you can leave the management of your wealth in the capable hands of a team of investment experts. And of course you'll receive you constant updates on the performance of your investments.
- Professional management tailored to your interests.
- Based on your objectives and risk profile.
- Our service comprises three types of delegated management.
Different purposes with many reasons.
Why a delegated management service?
Because our finance experts pour all their knowledge and experience into managing your investment.
- Our experts know how to adapt your investment to every situation: your own and that of the market.
- When you delegate in professionals, you ensure that emotion doesn't dictate your decisions because the criteria for making an investment are based on knowledge and objectivity.
Who is it for?
Our delegated management service is available for individuals and companies looking for:
- Professional, expert and tailored management of their assets.
- Active, dynamic and customised management based on the risk profile and market situation.
Why a managed portfolio?
Another benefit of professional management is that it provides access to exclusive investment instruments.
- Diversification of your investments in different assets that cover different geographic areas, currencies and sectors of activity.
- Exclusive access to investment instruments from the finest international management firms as well as to the cheaper “clean share” class of funds in the portfolio.
Different reasons, multiple benefits.
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Delegated management of euro investment funds.
- We offer five portfolio models:
- Funds from international management firms selected by the professionals of Bankinter Gestión de Activos.
- Fundamental management with global geographic exposure.
- Monthly report and daily online monitoring.
- Minimum amount: €300,000 in cash or investment funds.
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Delegated management of dollar investment funds.
- We offer two portfolio models:
- Funds from international management firms selected by the professionals of Bankinter Gestión de Activos.
- Fundamental management with global geographic exposure.
- Monthly report and daily online monitoring.
- Minimum amount: €300,000 in cash or investment funds.
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Delegated multi-asset management.
- Customised portfolios.
- Customisation of investment instruments: funds, stocks and ETFs.
- Guidance from a wealth management director who will monitor all your investments closely and carefully.
- Monthly report and daily online monitoring.
- Minimum amount: €1,000,000 in cash or investment funds.
Don't hesitate to contact your private banker or personal manager for more information. Our entire branch network is also at your disposal to answer any questions you may have.
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.