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Report BFA - Bankia 2014 / Bankia’s activitiesPrivate banking

  • Customers
    5,154
  • Managed funds 
    €5,050 M
  • Investment funds 
    €1,751 M
  • Specialist managers 
    53

Bankia Private Banking consolidated its position in 2014 following the integration carried out the previous year. During the year, the company reinforced the service it provides to high net worth or high income customers, who require specialist financial and tax advice. This has led to an increase in the volume of managed funds and customer numbers as part of a trend that it intends to consolidate in the coming years.

Bankia Private Banking offers its customers a boutique financial service coupled with the advantages of a major financial group. Customers have a personal manager who provides them with customised solutions for their financial needs, whether related to their financial, wealth or tax requirements.

The bank offers a personalised service through an exclusive network of branches with specialist and highly qualified managers. These professionals also have the support of the bank’s other divisions in order to offer solutions to any personal or business issue raised by the customer.

As well as traditional banking products, Bankia Private Banking customers also have access to the main types of exchange-traded assets, an extensive range of national and international investment funds (with open architecture), SICAVs, structured deposits, pension plans, etc.

In short, a comprehensive range of products available from Bankia and third parties, selected by a wealth manager according to the customer’s risk profile, expected returns and investment horizon in each specific case, based on individual analysis of each customer. The approval of the new tax reforms means that this customer segment increasingly values this type of advice.

Bankia Private Banking also offers specific products to this customer segment, based on the financial or tax situation at any given time. In 2014, the company launched the Bankia Gestión de Autor fund as a collective investment product to enable our customers to invest in funds from other prestigious Spanish fund managers.

In addition to all the personalised proprietary solutions for this segment, Bankia also offers these customers all of the bank’s global services so that they benefit from the most comprehensive wealth advice possible, in addition to being able to perform all of their financial transactions.

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