CaixaBank boosts its Wealth Management service

SPECIAL CONTENT

The new Wealth Management centre offers comprehensive advice and incorporates the CaixaBank Wealth Management Luxembourg team, aimed at clients seeking a distinctive value proposition

“Our value proposition for the Wealth Management segment is based on service excellence and specialised financial advice, allowing us to adapt to the preferences and needs of each client.” With these words, the territorial director of CaixaBank in the Balearic Islands, María Cruz Rivera, summarises the spirit of the new centre that the bank has opened at number 18 of Avinguda Jaume III in Palma.

Eduardo Romero, director of the new Wealth Management centre in Palma; María Cruz Rivera, CaixaBank’s regional director in the Balearic Islands; and Antoni Serra, commercial director of Wealth Management in the Balearic Islands.

The space is designed to become a benchmark for those seeking advanced wealth management capable of responding to an increasingly complex financial environment and the growing demand for comprehensive, personalised solutions. “It combines the high level of qualification and experience of our managers -over 15 years on average- with constant innovation and the use of new technologies to offer the best possible experience to clients, both Spanish and international,” explains Rivera.

CaixaBank thus strengthens its presence in the Balearic Islands, where it now has three Wealth Management centres serving all the islands, with a team of 41 professionals providing financial advice to around 8,400 clients.

This opening forms part of the launch of the new CaixaBank Wealth Management brand, which replaces Caixabank Banca Privada and brings together all high-net-worth wealth management services, including its international capabilities through CaixaBank Wealth Management Luxembourg and its consulting service for family offices, OpenWealth.

The figures reflect the strong momentum of this line of business: at the end of the first quarter of 2025, CaixaBank Wealth Management reached €181.684 billion in assets under management (13% more than in 2024) and serves 167,024 clients (+7.3%) with 1,142 managers (+4%) in Spain.