Your wealth deserves a tailored strategy. The best funds on the market, for you.
We invest your wealth across the best asset managers on the market, without pushing products on you. The goal isn't only to grow it, but to protect it when markets turn.
And we organise everything else: tax, retirement, inheritance or the sale of your company. The big wealth decisions are rarely just about investing.
You're not an account number: you're a person with a name and a face, with the same advisor who knows your situation and stays by your side year after year.
Invest in the best products on the market
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Aligned with you
We act as Bankinter agents, but with full freedom to invest wherever it benefits you most. We select products from different managers and institutions, without limitations.
Regulated
Registered with the CNMV. Quality Finance Wealth Management, S.L. We're an entity registered with the CNMV as Bankinter's Agents.
Tailored
We design personalised financial strategies, adapted to your situation, your goals, and your risk profile.
Frequently Asked Questions
Our advisory service does NOT have an extra cost for the investor, since it is a model where costs for the client remain the same regardless of the distributor.
It is important to note that all investment funds include fees embedded in the Total Expense Ratio (TER) of each fund. These fees are shared with distributors, but by choosing us, you gain the added benefit of our personalized advice.
Registration is simple and quick. Click HERE or visit our “Contact” section. It will only take a minute to answer a few initial questions, after which we will contact you directly to finalize the process.
No, your money will always be safe and in your name at the institution (Bankinter, S.A.), with you retaining full control. Our mission is to help you optimize its management. In the unlikely event that your advisor is unavailable, a new qualified professional will be assigned to you, and you may choose whether to continue or change.
To benefit from our advisory services, you must open an account with Bankinter, S.A., the institution we work with. However, we offer a wide range of investment options thanks to our fully open architecture.
We definitely offer a personalized service. Trust between client and advisor is one of our core values, and we firmly believe in the importance of a personalized relationship to achieve your financial goals.
We are financial agents (Quality Finance Wealth Management, S.L.) authorized by Bankinter, S.A., and duly registered with the Spanish National Securities Market Commission (CNMV).
Yes, we offer in-person service in several regions, such as Aragón, the Basque Country, La Rioja, Navarra, Catalonia, and the Valencian Community.
Of course. In addition to the fact that most funds already incorporate ESG criteria in portfolio selection, we strive to provide an even more sustainability-focused selection, including exclusively investment funds that comply with Articles 8 and 9 of the SFDR.