EXCELLENCE MANAGEMENT
A delegated management service just like your company: excellent.
Professional, bespoke management with continuous monitoring.
Always according to your company's goals and needs.
Flexible exposure and distribution by asset class or currency.
With multi-strategy solutions adapted to each case.
With four delegated management options.
There will be an expert behind your company's investments.
- Professional, expert and bespoke management of your company's assets.
- Adapted to your company's investment, needs and goals .
- Customised according to your company's investment profile. You can choose the risk profile, geographical scope and exposure to fixed income and equities.
Diversification and exclusivity, the extra you get with delegated management
Your company will be able to access 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.
Find the type of management you are looking for – it's one of our solutions
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Excellence euro/dollar funds
Delegate the management of investment funds denominated in euros or dollars.
- Choose from seven portfolio models (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.
- Get a monthly report and daily online monitoring.
Minimum amount: €300,000 in cash or investment funds.
Investment products subscribed through this service are subject to exchange-rate risk.
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Excellence multi-asset
Delegate the management completely by selecting your risk profile.
- Customise your investment instruments: Investment funds from the main asset management companies, stocks and ETFs.
- Get guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access a full, personalised report on the performance of your portfolio for whatever period you like.
Minimum amount: €1,000,0000 in cash or investment funds.
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Excellence selection
Play an active role in defining your investment policy by choosing from a wide variety of strategies.
- Customise your portfolio according to your risk profile, geographic scope and exposure to the selected fixed income and equities.
- Get guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access 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
Play an active role in defining your investment policy by choosing from a wide variety of strategies.
- Customise your portfolio according to your risk profile, geographic scope, exposure to the selected fixed income and equities, and access to exclusive solutions.
- Get guidance from a wealth management director who will monitor all your investments closely and carefully.
- Access exclusive portfolio reports with high added value.
Minimum amount: €5,000,000 in cash or investment funds.
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.
Useful information
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Legal text, Note: 1 Investment funds: Fund manager: Bankinter Gestión de Activos. Guarantor and depositary: Bankinter, S.A. The prospectus and key investor information document are available at all Bankinter branches, on our website BANKINTER.COM and on the website of the Spanish National Securities Market Commission (www.cnmv.es). The fund manager of the IIC is Bankinter Gestión de Activos, S.A., S.G.I.I.C., located at Calle Marqués de Riscal 11 bis and registered with the CNMV under registration no 55. The fund’s depositary is Bankinter, S.A., located at Paseo de la Castellana 29 and registered with the CNMV under registration no 27.