Manage your wealth with independence, sound judgment, and a long-term vision.
Independent advice with no hidden fees: We choose the best products on the market, not the ones that are “on campaign.”
Tailored financial strategy: Designed according to your goals, risk profile, and tax situation.
Ongoing support, not just a one-time meeting: We stand by your side to review and optimize your plan whenever needed.
Invest in the best products on the market
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Independent
We act as agents of Bankinter, but with total freedom to invest where it benefits you most. We select products from different managers and institutions, without limitations.
Regulated
Registered in the CNMV as Quality Finance Wealth Management, S.L. We're an entity registered with the CNMV as Bankinter's Agents.
Tailored to You
We design personalized financial strategies, adapted to your situation, your goals, and your risk profile.
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, your money will always be safe and in your name at the institution (Bankinter, S.A.), with you retaining full control. Our mission is to help you optimize its management. In the unlikely event that your advisor is unavailable, a new qualified professional will be assigned to you, and you may choose whether to continue or change.
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.