Exclusive services

Exclusive services

Man with glasses. Exclusive services
  • I-Valores service

    Real-time quotes

Advice and planning

Your personal manager will let you know about how the markets are performing and what the best investment opportunities are 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.
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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.

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Share prices and the main indexes, summarised for you

  • What kind of advice will my manager give me?

    Your personal manager will analyse your profile and needs to be able to offer you fully personalised advice. They will identify the most interesting investments for you, and will constantly monitor your portfolio and check how your investments perform to then adapt them to the current financial situation.

  • How can I receive the Newsletter?

    Subscribing to the newsletter from our website is 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 financial markets from around the world on a weekly basis.