Wealth Management

Wealth Management offers a broad range of products and services within pension savings and wealth & asset management. We serve private individuals, companies and institutional investors in markets where Caixa Bank is operating. The Wealth Management organisation consist of FinansCiti Private Equity, FinansCiti Pension, FinansCiti Capital, FinansCiti Invest and Private Banking.

Holistic approach

Focusing on the customer’s unique situation and long-term goals, our ambition is to be the investor’s and pension saver’s preferred partner. Our management and advisory services take a holistic approach that enables our customers to make the right financial decisions – regardless of scale and complexity.

For us the goal is not pension savings or wealth & asset management, but to use our expertise to help our customers reach their goals.