Arquia Banking doubles its commitment to investment funds. The banking group has launched a discretionary portfolio management service with which the client can delegate the management of their wealth to the bank’s team of analysts by signing a contract.
The entity has explained in a statement that it will be possible to access three types of portfolio associated with the risk level of each client, with a minimum initial investment amount of 5,000 euros.
Wallet ‘Horizon 30’ will have a maximum of 30% of the capital in equities and an investment time horizon of more than four years, while the ‘Horizon 60’ It will have a maximum of 60% in equities and a time horizon of more than five years.
On your side, ‘Horizon 100’ will have a maximum of 100% of the investment in equities over a horizon of more than six years. The portfolios combine both own and third-party funds.
More sustainability and future
This initiative adds to the recent launch of the ‘Líderes’ range of funds, two investment funds managed by the group itself and with a socially responsible approach. Arquia Banca Leaders of the Future and Arquia Banca Global Leaders they invest in megatrends and leading companies in market share, respectively.
This strong commitment to funds began to take shape at the end of 2020, when Arquia Banca signed the former manager of Trea Asset Management, Xavier Carulla, who leads equities and whose mission was to convert the entity’s investment funds and pension plans in more global and sustainable.