Asset Management

Overview

Consider the SmartPath® advantages

  • Personalized – customer service with a dedicated portfolio manager
  • Customization – portfolios are constructed in accordance with the needs, requirements, and best interests of the beneficiaries
  • Ease of transition – portfolios can be funded with cash or securities so clients do not need to sell existing holdings before moving an account to BBVA
  • Ongoing monitoring – portfolios are monitored and periodically rebalanced to ensure adherence to the client’s investment objectives
  • Active tax management – account trading can be coordinated to manage gains and losses to minimize taxes
  • Consolidated statement – unified statement for all holdings in your Global Wealth account

Speak with an advisor

Contact Form

Global Wealth Contact Us

Please complete the form below to contact BBVA Global Wealth via email, or view our list of locations.

CALIFORNIA RESIDENTS: You can learn more about the personal information we collect and the purposes for that collection here. Para espanol, haga clic aqui.

 
 
 
 
 
 
 
 
 

Important: Please do not enter your account number, social security number, or any other confidential information in this area.

CALIFORNIA RESIDENTS: You can learn more about the personal information we collect and the purposes for that collection here. Para espanol, haga clic aqui.

 
 

Details you need to make a smart decision

Securities and Investment Products:
ARE NOT DEPOSITS ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED MAY LOSE VALUE
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY