Excellence Management
Delegate the decision on how and when to invest to the experts.
Our Excellence Management service affords you professional management of your assets, led by a dedicated 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 and with continuous monitoring.
- Based on your objectives and risk profile.
- Flexible management as regards exposure, distribution by asset class or currency.
- With multi-strategy solutions adapted to each case and each vital goal.
- Our service offers four delegated management options.
Different purposes with many reasons.
Who is it for?
Content 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 and dynamic management, based on the customisation of variables such as risk profile or exposure to certain strategies.
Why a delegated management service?
Content 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, putting together a portfolio totally adapted to your needs and goals.
- In addition, customers who want to be involved in defining the portfolio investment policy may do so by choosing variables such as risk profile, geographic scope or desired exposure to fixed income and equities.
Why a managed portfolio?
Content 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 main international management firms as well as to the “clean share” funds in the portfolio, which are very cost-efficient.
Different reasons, multiple benefits.
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Excellence euro/dollar funds
Delegated management for investment funds denominated in euros or dollars.
- Seven portfolio models available (five in euros and two in dollars).
- 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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Excellence multi-asset
- For customers who want to completely delegate the management of their portfolio, selecting their risk profile.
- Customisation of investment instruments: Investment funds from the main asset management companies, stocks and ETFs.
- Guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access to a full, personalised report on the performance of your portfolio for whatever period you like.
- Minimum amount: €1,000,000 in cash or investment funds.
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Excellence selection
- For customers who want to participate in defining the investment policy for their portfolio and adopt solutions from the broad variety of proposed investment strategies.
- Portfolios that can be customised according to the desired risk profile, geographic scope and exposure to fixed income and equities.
- Guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access to a full, personalised report on the performance of your portfolio for whatever period you like.
- Minimum amount: €1,000,000 in cash or investment funds.
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Excellence selection plus
- For customers who want to participate in defining the investment policy for their portfolio, incorporate proposed strategies and needs particular solutions as well.
- Portfolios that can be customised according to the selected risk profile, geographic scope, exposure to fixed income and equities and access to exclusive solutions.
- Guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access to the drawing up of exclusive portfolio reports with high added value.
- Minimum amount: €5,000,000 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.
Conditions
Excellence euro/dollar 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 is EUR 300,000 (for euro fund portfolios) or USD 300,000 (for dollar fund portfolios). The initial and additional contributions may be made in cash or in investment funds.
- There are five euro fund portfolios and two dollar fund portfolios 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 and you can also track the performance daily at bankinter.com.
Excellence multi-asset
- 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 will 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.
Excellence selection
- 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 will 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.
- There is an extensive range of customisation options to choose from, including risk profile, geographic scope and exposure to fixed income and equities.
Excellence selection plus
- 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 €5,000,000.
- You will 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 customise your portfolio by selecting your desired risk profile, geographic scope, exposure to fixed income and equities and the specific assets in which you want to invest.
FAQs
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. In the case of partial redemptions, the resulting amount of the portfolio may not be less than the minimum required for its constitution. Besides, there is a greater risk of the loss of capital for redemptions before the recommended time.
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.
Do you have any more questions?
IMPORTANT INFORMATION
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Investment funds: The key investor information document, prospectus and all other legal documents related to Bankinter's collective investment institutions are available at any of our branches, on the Bankinter website (www.bankinter.com) and on the Spanish National Securities Market Commission (CNMV) website (www.cnmv.es).