Your wealth needs a plan, not another product.
Private banking advice, with a name and a face. Tell us your situation in 20 minutes, with no obligation.
Salustiano L.
Google review · 5.0 ★
“Getting in touch with Edu, the advisor, has been a complete success. What I value most is his close, fully personalised approach. He really takes the time to understand your goals.”
Óscar R.
Google review · 5.0 ★
“Great professionals — they provide a fully personalised service and guide you through every question.”
Gerard G.
Google review · 5.0 ★
“I have trusted them with the management of my wealth for some time now and I could not be happier. They are professional, clear and very approachable. The best part is the trust they build and the peace of mind of knowing everything is well managed.”
Google customer
Google review · 5.0 ★
Situations Where Independent Financial Advice Is Key:
I have savings in the bank and want to invest them wisely, but I’m not sure which products truly fit my profile and goals.
I’m about to receive an inheritance (or a significant financial windfall) and need impartial advice to make the right decisions from the start.
I want to maintain my lifestyle in retirement, but I’m not sure how to plan for it or exactly how much I’ll need.
I want to support my children in the future—whether with private education or a stay abroad—but I don’t know how to structure my finances to achieve it.
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, tu dinero siempre estará seguro y a tu nombre en la entidad (Bankinter, S.A.), manteniendo tú el control total. Nuestra misión es ayudarte a optimizar su gestión. En el improbable caso de que tu asesor no esté disponible, se te asignará un nuevo profesional cualificado con quien podrás elegir si deseas continuar o cambiar.
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.