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.
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.
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:
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:
Reports and knowledge
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