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    CaixaBank

    Category
    Commercial Bank
    HQ
    Spain

    CaixaBank is Spain’s leading retail bank. At the close of 2019, CaixaBank Private Banking had €73.4 billion in assets under management. They have an omni-channel customer service model that combines, on the one hand, the experience and know-how of more than 600 highly-specialised advisers, distributed across 56 exclusive centres.

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    Company

    Facts about the company.

    AuM

    €73.4 bn

    Founded
    Employees
    Top Markets
    • Lisbon
    • Portugal
    Clients

    Facts about the clients.

    Focus
    • Single-family offices
    • Multi-family offices
    • UHNW Individuals
    Number

    13,2 million clients

    Caixa Bank's Mission

    "To contribute to the financial well-being of our clients and to the progress of the whole of society"

    What matters to the next generation?

    Beyond service offering and financial returns, there are other factors that we also compare different providers on.

    Clear purpose

    Having a clearly communicated purpose that tells us "why" they exist and what they stand for.

    Transparency

    In the Google age, transparency is key. How do they practice openness and collaboration?

    Authentic sustainability

    Everyone's talking about sustainability these days. We look at who is walking the walk. 


    Equality & diversity

    Concerns around equality and diversity are now mainstream, but who is practicing what they preach?

    Agility

    In an ever evolving business reality, the ability to be agile and adapt in realtime is crucial. 


    Digital excellence

    Today where digital is a given, we explore how integrated are they to this new reality?

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