2022-24 Strategic Plan Update
BUSINESS MODEL
A unique advisory model
29.3%
MARKET SHARE
IN LONG-TERM
SAVINGS (1)
CaixaBank
Banca Premier
CaixaBank
Private Banking
CaixaBank
Wealth
CaixaBank
A UNIQUE ADVISORY MODEL
>> EMPLOYEES CERTIFIED IN ADVISORY (2)
> 30,000
ST?
Knowledge and training
Systematic commercial practices
adapted to the client
Extensive, diverse and tailor-made
solutions
>> ASSETS UNDER MANAGEMENT (3)
~€161 Bn
MANAGED PORTFOLIOS: % OF MUTUAL FUNDS AUMS (4)
~50%
Digitalisation to better serve clients
» AuMs UNDER SFDR ARTICLES 8 & 9
VidaCaixa
CaixaBank
Socially responsible
investments and solutions
>> MAXIMUM UN RATING IN SUSTAINABLE INVESTMENT
VidaCaixa
CaixaBank
*BPI
PшM
EUROMONEY
PRIVATE BANKING
Best Domestic Private
Bank in Spain 2023 -
Euromoney
EUROMONLY
PRADE BANKING
201
Best Private Bank for Discretionary
Portfolio Management in Spain
2023 - Euromoney
Best digital Private Bank
WEALTH TECH
KUROMONA
PRIVATE BANKING
in Spain 2023-
Banker/PWM (FT Group)
46.5%
Prima fer
PRIE
ETATDAY W
A+
Best Private Bank for Digital
Marketing and
Communication in Europe
2023 PWM (FT Group)
(1) In Spain. Combined market share of mutual funds, pension plans and savings insurance (asset management perspective). Based on INVERCO and ICEA data. For savings
insurance, sector data as of Dec. 2023 are internal estimates. (2) >31K certified in MIFID II and >30K in insurance IDD. In Spain. (3) Mutual funds (including managed portfolios
and SICAVS) and pension plans. (4) AuM managed by CaixaBank AM under discretionary management mandate. Excluding third-party funds.
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