Exclusive services

Exclusive services

Man with glasses. Exclusive services
  • iValores Service

    Real-time contributions

Advice and planning

Your personal manager will inform you about the evolution of the markets and the best investment opportunities for you, according to your needs and expectations


  • Personalised advice according to your investment profile and needs.
  • With the support of an expert team in markets.
  • Your manager wil monitor your investments and will always be available through the digital service channels.
Brunette girl with folder taking notes. Quote

Request a personalised investment proposal

We work to make your life easier

With services exclusively for our Banca Personal customers

  • Planning for retirement

    When you are planning your retirement, your personal manager will give you advice on the best products and their tax implications.

  • Customer information

    We are pursuing an important objective: to offer you the best quality service, advice and attention to meet your expectations.

Businessman with tablet and mobile. Market Prices

Share prices and the main indexes, summarised for you

  • What kind of advice will my manager give me?

    Your personal manager analyses your profile and needs to be able to offer you fully personalised advice. They identify the investments of most interest to you, keeping a permanent eye on the state of your portfolio and checking the evolution of your investments to adapt them to the current financial situation.

  • How can I receive the Newsletter?

    By subscribing to the newsletter from our website in a simple process that won't take more than a minute.Access to the subscription

  • How often do I receive the Newsletter?

    The Banca Personal Newsletter brings you the latest information from the different geographical and financial markets on a weekly basis.