You can choose between completely delegating your decisions or seeking comprehensive advice. Or perhaps you sometimes just need to know your banker’s opinion to back up your decision.
You can delegate your investment to a team that will take the decision that best suits you or you can have full advice with investment recommendations. If what you want is to take the decision yourself, we provide you with specific reports on trends and markets, always with the support of your banker if you need it.
Thanks to our Discretionary Portfolio Management service, investment experts lay out a strategy whose global approach is tailored to your needs and objectives. Your portfolio is actively and flexibly managed according to the macroeconomic context and expected evolution of the financial markets.
There are two types of portfolios available: Cartera Sabadell Plus (€20,000 minimum investment) and Cartera Sabadell Privada (€100,000 minimum investment), access to selected funds from the Amundi Group and the most recognised international managers, and the option to add a thematic dimension in key areas for the long-term growth of your investment.
We have an exclusive asset manager for high net-worth individuals: SabadellUrquijo Management. With this we will help you find the most efficient financial answers.
1. Number 1 European asset manager in global assets under management (AUM) with headquarters in Europe. Source: IPE “Top 500 Asset Managers” published in June 2023 according to AUM as of December 2022.
2. Source: Amundi as at 31 December 2023.
3. Source: IPE “Top 500 Asset Managers” published in June 2023 according to AUM as of December 2022.
The funds are registered with the CNMV. See brochure. The prospectus, the key information document (KID) and the periodic reports are available to the public at the marketing offices, at SabadellAssetManagement.com and at the CNMV registry.
The fundamental data document for deposits and structured products is available to the public at the marketing offices and at www.bancsabadell.com/Priips/es.