CaixaBank appoints a new team of CaixaBank AM Managers in the territories to strengthen client proximity and boost the fund and portfolio business

• The project, jointly designed by CaixaBank and its fund manager, aims to support the entity's network in all services and products managed by CaixaBank AM.

10th July 2025

CaixaBank and CaixaBank AM have appointed CaixaBank AM managers in their Territorial Directorates to support the network in terms of services and investment solutions managed by the fund manager, a national leader in terms of asset volume. In addition, they will support with market discourse and investment solutions to reach all clients more homogeneously.

This initiative, called "Building Together," represents an opportunity for CaixaBank and its subsidiary CaixaBank Asset Management to jointly build and design initiatives to advance the pillars of the Group's 2025-2027 Strategic Plan and has two main objectives:

Firstly, the new CaixaBank AM Managers in the territories will be the main support for the network for the growth of CaixaBank AM's business, acting as references for Personal Banking and Premier Banking managers, who will be able to learn firsthand about the day-to-day and explanation of what is happening in the markets and the latest decisions made by the manager's strategists, thus ensuring better service and greater proximity to clients.

Secondly, to boost the commercialization of funds and portfolios. The new CaixaBank AM Managers in the territories will carry out commercial actions in line with the bank's strategy. Leveraging their knowledge of the territory's needs, they will convey the strategy and positioning of the manager's investment solutions with arguments, a unique and homogeneous message, in addition to detecting and sharing good practices and areas for improvement.

The team of managers is made up of professionals with extensive experience with clients, having, in some cases, held responsibility functions in the commercial network in the past. This team will have a functional dependency on Ángel del Amo, until now team director of DPM at CaixaBank AM, and now director of the manager's team of managers.

In the first months of the project's start, a systematic work process has been created with the managers through both in-person and online sessions, in which, smoothly among all, the market evolution is analyzed, commercial support arguments are provided, and documentation is shared that serves as support in their day-to-day. The Managers are integrated within the entity's Territorial Directorates and are identified as the manager's references, working in a coordinated manner and providing a homogeneous service while adapted to the needs and particularities of each territory.

This project involves a new stage for CaixaBank and CaixaBank AM with greater presence and proximity with the commercial network.

About CaixaBank Asset Management

CaixaBank AM, the fund management and discretionary portfolio management company of the CaixaBank Group, with over 110 billion euros in assets under management, is the leading manager in Spain with a market share in investment funds of 23.7% as of December 2024. In discretionary portfolio management, it is also the leading manager with assets under management of over 50 billion euros (end of 2024). Currently, CaixaBank AM operates in Spain, Portugal, and Luxembourg, offering a variety of investment vehicles that provide solutions to investors' needs.