Advisory

BBVA Global Wealth Advisors, Inc. (BBVA GWA), the U.S. subsidiary and registered investment advisor (RIA) of Madrid-based BBVA, has selected BNY Mellon's Pershing as its clearing and custody provider. BBVA GWA’s advisory clients will access broker-dealer services from Pershing Advisor Solutions (PAS), a wholly-owned subsidiary of BNY Mellon. PAS is an SEC-registered broker-dealer, member of the Financial Industry Regulatory Authority, Inc. (FINRA), and the Securities Investor Protection Corporation (SIPC).

BBVA Global Wealth and the IE Center for Families in Business of IE University conducted a study that analyzed nine “moments of truth” in which business families should reflect and make decisions to reinforce their strategy. Through this report, BBVA will promote the advice that business families receive in Spain, Colombia, Mexico, Peru, Switzerland and Uruguay.

BBVA has acted as sole sustainability coordinator to the British construction and consultancy giant Mace which will allow them to formalise their sustainability financing criteria. The company linked two finance facilities to social and environmental KPIs.

BBVA Global Wealth (GW), the BBVA Group private global banking unit has entered into an agreement with art advisory firm We Collect to expand its art advisory services to customers in Spain and Switzerland. One of BBVA GW’s goals is to promote non-financial art-related issues, incorporating new opportunities for customers throughout 2020.

BBVA customers now use digital channels to make 51 percent of their investment fund transactions. Both the bank’s web site and its mobile application have various tools that help customers make decisions about their savings and investments.

The Legal 500, a leading international legal publication, has named the industrial and intellectual property team of BBVA's corporate legal services as one of the 100 most relevant legal advisories in Spain and Portugal.  The study lists BBVA under the finance category, along with companies from other sectors such as the utility, hospitality, healthcare and IT industries.

Personal trust services can help you, your family and your legacy.

Global Finance has selected BBVA as the best global private bank for customers with a net wealth of under $1 million for the “The World's Best Private Banks 2019” awards.  The magazine also named the Group as the best private bank for entrepreneurs in Western Europe and Latin America.

Switzerland is the global center of private banking and a country many investors go to in search of diversification. But private banking is much more than that. It involves constant striving to understand the complexity of the financial markets in order to offer customers the best advice possible.

Unique Experiences is a special program of BBVA in Switzerland, by which clients can access a wide range of experiences and services carefully selected to help them enjoy life and their patrimony. The program encompasses a range of areas such as lifestyle, health, education, innovation, culture and entertainment. It also seeks to bring clients closer to Switzerland, a country whose living standards have put it in the top positions in the rankings of quality of life around the world.

Sustainable Development is essential to achieving more peaceful and just societies and the United Nations counts on the private sector to help in this effort. The BBVA Microfinance Foundation (BBVAMF) has contributed its experience in the finance sector to the report entitled “Business and SDG 16: contributing to peaceful, just and inclusive societies,” drawn up by the Sustainable Development Goals Fund and the University of Pennsylvania.

BBVA in Switzerland has just become the first private financial institution in the country to offer its clients the digital signature service, which facilitates the management and signing of documents and provides an improved user experience.

BBVA Global Wealth, the private banking unit of BBVA, will be partnering with the consulting firm The Fine Art Group to offer its customers comprehensive art advice. The goal is to help BBVA’s Private Banking clients understand and manage art as an investment. This service is currently available in Spain, Mexico and Switzerland and will soon be expanded to other regions.

Edufin Summit 2017, the first annual meeting of the BBVA Center for Financial Education and Capability, has a packed agenda full of the sector’s latest trends. One of the most relevant topics at this summit will be behavioral economics, or in other words, how people’s behavior affects the economy.

BBVA Global Executive Chairman Francisco González was very positive about the future of Mexico during his visit to the country for the annual meeting of BBVA Bancomer’s regional Board members. “The resilience of the Mexican economy to the recent challenges it has faced is admirable,” he affirmed. “In terms of the rest of Latin America, I’m also optimistic. Populist movements are losing steam and economic and political rationality is moving ahead.”

BBVA CEO Carlos Torres Vila considers that “it’s an exciting time for the financial sector, due to everything that data and technology are allowing us to do.” In a conference held this Thursday in Madrid by the ABC-Deloitte Forum, he shared his upbeat view about the transformation journey that BBVA is on: “We want to turn data into opportunities for our customers”.

At BBVA Momentum, entrepreneurs go back to school, but this time in an innovative way that fits in their fast-paced lifestyle. Technology is the new edition’s biggest ally, allowing participants to refresh their knowledge, acquire new skills and interact with each other.

In the last five years robo-advisors have made great inroads in the industry. In spite of some initial suspicion, investors have come to trust them as an efficient wealth management service.

Like all beginnings of decades, the symbolic date of 2020 raises all sorts of expectations and questions in these previous years about transformations to various activities, and financial services are no exception. From the technological innovations foretold at the Fintech Conference to the challenges set by the PwC study Retail Banking 2020: Evolution or Revolution?, all experts seem to agree on one thing: there will be profound changes in the sector over the next six years.