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Global asset management and advice for private clients, families and institutions

Wealth Management

The client at the centre of everything

Asset Management

Our own proven methodology

Your objectives are our only objectives

“We aspire to be a reference Institution which, with Independence, Excellence, Specialization and Confidentiality, provides Investment Services to our clients, creating Sustained Value for clients, employees, shareholders as well as society in general” 

Our vision

The client at the centre

We place our clients’ objectives before Fineco’s.

We build relationships based on honesty and confidentiality.

We seek the fulfilment of our clients’ global objectives.

Long-term approach

We take all our stakeholders into consideration so as to guarantee the sustainability of the model.

We rely on our team’s responsibility and enthusiasm to keep making history.

We are faithful to our principles in each decision we make.

Our own methodology

We develop our own criteria in an independent manner.

We are involved in constant training and interaction with experts.

We place technological advance at the service of continuous improvement.

Value for money

We carry out a responsible and efficient management of our resources.

We are strongly committed to excellence.

We are transparent and strive to pass improvements on to our clients.

Our values

EVOLUTION AND SUSTAINED GROWTH

TALENT AND TEAM

INNOVATION AND KNOWLEDGE

CONFIDENTIALITY AND PROFESSIONAL HONESTY

   COST EFFICIENCY AND COMPETITIVENESS

SOCIAL RESPONSIBILITY

Excellence, permanent innovation, creativity.

Evolution and sustained growth

Talent and team

Innovation and knowledge

Confidentiality and professional honesty

Cost efficiency and competitiveness

Social responsibility

aaaaaaaaaaaaaSer un centro de generaci�n y gesti�n de conocimiento. B�squeda constante de la excelencia. Mantenimiento de la independencia a trav�s del desarrollo fundado de criterior propio.

aaaaaaaaaaaaaAcceso constante a expertos internacionales, desarrollo de herramientas y metodolog�a propia, pioneros en Espa�a en lanzamiento de fondos de gesti�n programada y en el establecimiento de sistemas de colaboraci�n innovadores.

Fineco has been exclusively engaged in the management of high net worth individuals’ wealth since 1984. In our 35 years of experience we have demonstrated exceptional soundness and sustainability in a competitor consolidation environment.

In this regard, thanks to the support of our partner Kutxabank, we have expanded geographically from 1 to 7 offices and we manage assets worth more than EUR3500M.

 

Fineco is made up of a group of professionals with the best possible talent in each area of knowledge, in constant renewal and with a human profile that guarantees that we are the living example of our principles and values.

We foster individual leadership through generosity and humility, we integrate diverse talent with regard to age, gender, experience and way of thinking and we collaborate for all of us to move in the same direction.

 

Technology and science are at the basis of our investment philosophy.

We devote countless hours to training and find innovative ways of collaborating with the best national and international experts so as to develop our own criteria. This effort enables us to take the lead in the search for the best investment strategies.

Our clients not only entrust us with their assets but also with what they care for or what they love, their aspirations, at both a personal and family level. This vote of confidence is only possible in an environment of maximum responsibility and confidentiality, where the client is always placed at the centre of decisions.

 

We internally manage and organize Fineco in the most responsible and efficient manner so as to be able to provide the best service to our clients at the most competitive cost. This allows us to be leaders in the process of increasing transparency and openness with our clients.

 

At Fineco we are very proud of our impact on society. We are determinedly committed to the generation of stable and quality employment, we establish relationships of mutual interest with our suppliers, we fulfil our tax duties in an honest manner and we ensure sustained value creation for our shareholders. One of the steps taken in this regard was the signing of the United Nations-supported Principles for Responsible Investment  (PRI) in june 2016.

 

X3

X3
assets under management in less than 10 years

+100
Profiles assessed per recruitment process

#1
IN LAUNCHING PROGRAMMED MANAGEMENT SOLUTIONS

100%
MUTUAL TRUST

TOP3
TOP10 OF MANAGEMENT COMPANIES WITH THE HIGHEST CUMULATIVE RETURNS 2018-2019 (SOURCE: INVERCO 2019)

100%
permanent employment CONTRACTS

Fineco team

A place where effort means moving forward

Do you want to be part of the Fineco team?

Join our team

News

At Fineco, we devote many hours and resources to what we believe in

Training sessions, relations with educational, social and cultural institutions, contacts with global experts, innovation forums, meetings with clients, etc.
Many occasions to learn and share.

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