Corporate responsibility

Responsible business

Social value in Private Banking

Social value in Private Banking

CaixaBank customers have concerns and interests that go beyond what is strictly financial. That is why the bank has pioneered the creation of a specialised department that offers its Private Banking customers a comprehensive solution that responds to their philanthropic and investment socially responsible investment needs.

Responsible investment

CaixaBank Private Banking offers comprehensive solutions for Socially Responsible Investment (SRI) and Impact Investment aligned with the United Nations Principles of Responsible Investment (UNPRI).​ CaixaBank Asset Management and VidaCaixa manage investment, savings insurance and pension plans funds for the Group and have obtained an A+ rating, the maximum rating awarded by the UNPRI.

Philanthropy

The value proposition in this area consists of a flexible method adapted to the achievement of specific objectives, and that allows customers to choose the most appropriate strategy at any given moment.

Information and expert knowledge

Thanks to the collaboration with prestigious partners, experts in a variety of subject areas, and to the knowledge and experience of the various entities that comprise the CaixaBank Group, customers are aided in guiding their philanthropic vocation so that they have the greatest positive impact on the community and the environment.

Investment and donation vehicles

Private Banking customers can participate with flexibility in a range of Responsible Investment or solidarity donation alternatives that CaixaBank places at their disposal:

  • Solidarity deposit
  • Socially responsible investment
  • Impact investment
  • Philanthropic venture capital
  • Donation

Events and training

Periodic organisation of meetings intended to promote the knowledge and study of the best practices in philanthropy and SRI. Their objective is as follows:

  • To make good use of and share the knowledge of experts in each of their areas of work
  • To generate a community where interest in these matters can be encouraged
  • To connect the participants in the vehicles with the beneficiaries of their investments

Reports and knowledge

For more information, please refer to the last Project of Social Value report or contact filantropia.bancaprivada@caixabank.com

Social Value Project

All these solutions have helped to obtain the recognition of Euromoney as the Best Responsible Bank in Europe in 2016 and the Best Private Bank in Spain for Philanthropic Advice and Impact Investing in 2015, 2016, 2017, 2018 and 2019