{"id":151225,"date":"2026-01-20T09:00:26","date_gmt":"2026-01-20T08:00:26","guid":{"rendered":"https:\/\/mallorcaglobalmag.es\/?p=151225"},"modified":"2026-01-15T14:15:54","modified_gmt":"2026-01-15T13:15:54","slug":"caixabank-refuerza-servicio-gestion-patrimonial","status":"publish","type":"post","link":"https:\/\/mallorcaglobalmag.es\/en\/caixabank-refuerza-servicio-gestion-patrimonial\/","title":{"rendered":"CaixaBank boosts its Wealth Management service"},"content":{"rendered":"<p>SPECIAL CONTENT<\/p>\n<h3>The new Wealth Management centre offers comprehensive advice and incorporates the CaixaBank Wealth Management Luxembourg team, aimed at clients seeking a distinctive value proposition<\/h3>\n<p>\u201cOur 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.\u201d With these words, the territorial director of CaixaBank in the Balearic Islands, Mar\u00eda Cruz Rivera, summarises the spirit of the new centre that the bank has opened at number 18 of Avinguda Jaume III in Palma.<\/p>\n<div id=\"attachment_151222\" style=\"width: 790px\" class=\"wp-caption aligncenter\"><img decoding=\"async\" aria-describedby=\"caption-attachment-151222\" class=\"size-full wp-image-151222\" src=\"https:\/\/mallorcaglobalmag.es\/wp-content\/uploads\/2025\/12\/Weath-Management-2025_CAIXABANK.webp\" alt=\"Weath Management 2025_CAIXABANK\" width=\"780\" height=\"531\" \/><p id=\"caption-attachment-151222\" class=\"wp-caption-text\">Eduardo Romero, director of the new Wealth Management centre in Palma; Mar\u00eda Cruz Rivera, CaixaBank\u2019s regional director in the Balearic Islands; and Antoni Serra, commercial director of Wealth Management in the Balearic Islands.<\/p><\/div>\n<p data-start=\"594\" data-end=\"1080\">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. \u201cIt 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,\u201d explains Rivera.<\/p>\n<p data-start=\"1082\" data-end=\"1304\">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.<\/p>\n<p data-start=\"1306\" data-end=\"1642\">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.<\/p>\n<p data-start=\"1644\" data-end=\"1925\">The figures reflect the strong momentum of this line of business: at the end of the first quarter of 2025, CaixaBank Wealth Management reached \u20ac181.684 billion in assets under management (13% more than in 2024) and serves 167,024 clients (+7.3%) with 1,142 managers (+4%) in Spain.<\/p>\n<p data-start=\"1644\" data-end=\"1925\"><a href=\"https:\/\/mallorcaglobalmag.es\/en\/the-magazine\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-150636 size-full\" src=\"https:\/\/mallorcaglobalmag.es\/wp-content\/uploads\/2025\/12\/Footer-Adria-ENG.webp\" alt=\"Footer Adria ENG\" width=\"780\" height=\"141\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>SPECIAL CONTENT The new Wealth Management centre offers comprehensive advice <a href=\"https:\/\/mallorcaglobalmag.es\/en\/caixabank-refuerza-servicio-gestion-patrimonial\/\"> [&#8230;]<\/a><\/p>\n","protected":false},"author":2,"featured_media":151223,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1515],"tags":[],"class_list":["post-151225","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy-and-tourism"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.2 - 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