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BANKIA BANCA PRIVADA OFFERS SPECIFIC, HIGHLY SPECIALISED ADVICE FOR THE PORTFOLIOS OF HIGH NET WORTH CUSTOMERS, WHO DEMAND BESPOKE SOLUTIONS.

BANCA PRIVADA SERVES MORE THAN 7,300 CLIENTS WITH AN INVESTMENT PORTFOLIO OF MORE THAN 600,000 EUROS OR ASSETS OF MORE THAN ONE MILLION EUROS. THESE CLIENTS RECEIVE THE SERVICES OF 55 PORTFOLIO MANAGERS, OF WHOM NINE ARE SENIOR MANAGERS OF BANCA PRIVADA AND 46 ARE SPECIALISED ACCOUNT MANAGERS. 

The team is made up of 69 people, spread across 12 offices, grouped in four regions. Banca Privada manages a business volume of 5,621 million euros and a total of 5,110 portfolios.

Through open architecture mutual fund distribution and the inclusion of new alternatives in the Bankia product catalogue, Banca Privada clients can benefit from bespoke solutions tailored to their needs and matched to their risk profile. All this is possible thanks to a highly personalised service based on deep knowledge of the client.

NO. OF BANCA PRIVADA ACCOUNT MANAGERS.

46

In 2017 the bank made changes to the Banca Privada portal and integrated it in Bankia Online, so as to give clients a more integrated, user-friendly view of their assets.

It also entered into an agreement to market the Arcano XI private equity fund, in view of the interest shown in this type of product.

The event that had the greatest impact on Banca Privada, however, was undoubtedly the review of all the advisory processes in order to adapt them to the EU’s MiFID II directive, which represents a major shake-up in the regulation of the marketing of financial products. Its entry into force in 2018 has provided a great opportunity to rethink the business model, in order to offer the best service possible.

7,357 No. of Banca Privada clients

5,110 No. of Banca Privada portfolios

€5,621 million Banca Privada business volume

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