CaixaBank Wealth Management surpasses 10,000 clients in its Advisory Desk and strengthens its commitment to specialization and customer service

• Created in 2008, the Advisory Desk is a specialized service that provides personalized recommendations for direct investments in capital markets to private banking clients

• The telephone channel ensures direct contact between clients and the Desk’s specialists to operate and execute orders in real time, offering agility, proximity, and flexibility in the service

• The Advisory Desk, which currently has eight teams across Spain, plans to expand the service soon with three new teams in Alicante, Burgos, and the Autonomous Community of Galicia

CaixaBank Wealth Management has reached the milestone of 10,000 clients in its Advisory Desk (10,856 as of the end of August 2025), its specialized service that offers tailored solutions for direct investments in stocks, bonds, and ETFs. The figure has increased by 25% over the past year, reinforcing the bank’s position as a benchmark in expert advisory and high value-added personalized investment.

The Advisory Desk, created in 2008, was launched as a pioneering service in Spain, additional and complementary to the support provided by Wealth Management managers, with the aim of offering more personalized attention to clients who seek to operate directly in the market with the guidance and advice of a specialist. The relationship, through the telephone channel, ensures direct contact between the client and the Desk’s specialists to operate and execute orders in real time, providing agility, proximity, and flexibility.

In the Desk, the client decides how much capital to allocate to this service and in which specialized portfolios they wish to be advised. As of the end of August 2025, the service manages €3.2 billion, representing a 12% growth compared to the beginning of the year. Of this amount, 53% corresponds to the independent advisory segment.

Belén Martín, Head of CaixaBank Wealth Management, highlights that “the growth of the Advisory Desk reflects our clients’ trust and the strength of a model focused on personalization, agility, and technical excellence. This milestone is a clear example of how CaixaBank innovates to offer high value-added solutions in an increasingly demanding environment.”

The Advisory Desk has teams distributed across eight Spanish cities – Madrid, Barcelona, Valencia, Seville, Zaragoza, Málaga, Bilbao, and Pamplona – and plans to expand the service in Alicante, Burgos, and the Autonomous Community of Galicia. In this way, CaixaBank brings its specialists closer to each region, ensuring support for Wealth Management managers and maximum proximity to the client.

The service will close the 2025 financial year with 70 professionals, including a new fixed income specialist (17 more managers compared to the end of 2024), all of whom have an average of more than 15 years of experience in financial markets.

An accessible and flexible model

The more than 10,000 clients of the Advisory Desk benefit from personalized advisory services in which specialists proactively provide guidance and execute the recommended investment proposals. Afterwards, they carry out personalized follow-up on the recommendations made. The investment proposals, recommendations, and advice from the specialists are fully aligned with the global investment strategy defined for the client’s aggregated wealth. Thanks to the high level of specialization of the team, clients gain deep insight into the main attributes, strategies, and performance of the most relevant players in the international market.

The Advisory Desk offers two distinct service modalities tailored to each client:
First, advised portfolios for clients seeking a solid medium- and long-term investment strategy, supported by CaixaBank Asset Management and the Investment Strategy team of CaixaBank Wealth Management. This service allows for the construction of a personalized portfolio, with a selection of securities adapted to the client’s profile, and periodic adjustments previously validated. The goal is to offer structured management with strategic vision, combining diversification, quality, and continuous monitoring. The available portfolios include Dividend Portfolio, Quality Growth, Thematic, Trends, Equity ETFs, and Fixed Income ETFs.

Second, the guided advisory service, designed for clients who, without having a defined portfolio, wish to take advantage of tactical opportunities in fixed income, equities, or ETFs offered by the markets, with agility and constant follow-up by specialized teams.

Additionally, the Advisory Desk service is complemented by the Client-Initiated Desk, which allows clients to operate without advisory support via telephone.

CaixaBank Wealth Management

CaixaBank’s private banking model is made up of a team of more than 1,100 accredited specialized managers, with an average of 15 years of experience, and with 75 exclusive private banking centers and 11 exclusive Global Wealth centers, ensuring that clients always receive close and personalized service.

In 2025, CaixaBank Wealth Management was named for the third consecutive year as the Best Private Bank in Spain at the Global Private Banking Awards by British magazine Euromoney, which recognizes excellence and best practices in private banking at an international level. CaixaBank Wealth Management has received Euromoney’s top national award seven times in the last eleven years.

CaixaBank Wealth Management’s value proposition offers different service models to suit the needs and preferences of each client, from those seeking comprehensive advisory services, whether independent or non-independent, to those who prefer to manage their wealth independently through a platform with global investment capabilities in securities, funds, savings insurance, and other management products.