2022-24 Strategic Plan Update slide image

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. 19
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