Social value in Private Banking project
CaixaBank customers have concerns and interests that go beyond what is strictly financial. That is why the bank is a pioneer in having a specialised department that offers its Private Banking customers a comprehensive solution that responds to their philanthropic, sustainable investment and impact needs.
5 lines of action
1. Sustainable and Impact 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, managers of investment, savings insurance and pension plans funds for the Group and have obtained an A+ rating, the maximum rating awarded by the UNPRI.
2. Solidarity causes
We offer the customer a range of permanent causes:
3. Dissemination and training
Dissemination and training events run by specialists in different fields with an objective triple:
Annual reports: annual balance sheet of the activity carried out through the Social Value Project.
4. Research and acknowledgements
We have presented a pioneering report in Spain on the profile of Spanish philanthropists prepared jointly by CaixaBank Private Banking and the IE University, with the aim of bringing the figure of the major donor closer to the company and highlighting their contribution.
Solidarity prizes: to recognise the personal effort of our customers, these are awarded annually and there are two categories:
5. Personalised advice in Philanthropy and CSR
We help to elaborate the best philanthropic strategy of our customers, tailored to their interests, objectives and resources in order to optimise the impact in every phase of its commitment.
For more information contact: email@example.com
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, 2019 and 2020.
Todas estas soluciones han ayudado a obtener el reconocimiento de Euromoney como Mejor Banca Responsable de Europa, en 2016, y Mejor Banca Privada de España en Asesoramiento Filantrópico e Inversión de Impacto en 2015, 2016, 2017, 2018 y 2019