CWML - Specialist team | CaixaBank

Luxembourg

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Specialist team

Our relationship model

In Luxembourg, we have a team of experts consisting of 30 professionals with multidisciplinary skills.

Private Bankers

Customer's main interlocutor with the bank.
Complete exclusive customer dedication.
Joint analysis of the customer’s needs in order to provide him with the best possible advice at all times.
Review of positions together with the customer at the agreed intervals.

Investment Team

A team that keeps abreast of the most innovative perspectives and trends of all market participants.
Responsible for defining the tactical and strategic asset allocation in coordination with CaixaBank Asset Management.
Offering a proactive advisory service.
Seeking the continuous generation of investment ideas.

Team of specialists

Your Private Banker will give you access to our team of qualified experts and all the resources of the CaixaBank Group.

Wealth Planning

Specialists in the design of efficient structures:

Wealth and fiscal structuring.
Family business.
Training.
Extensive experience in advising and planning for high net worth individuals.

Investment funds selection team

A team of experienced professionals who are pioneers in asset analysis and supervision, with a multidisciplinary approach and training:

Up-to-date and proactive expertise in the investment fund universe.
A selection process that combines quantitative, qualitative, operational and risk control aspects
More than 2000 funds permanently monitored.

Philanthropic advice

A team specialised in philanthropic advice.

Our comprehensive advisory service is tailored to your specific interests and objectives in the field of philanthropy.

1. Rigorous.
Applying an innovative approach, based on strategic philanthropy.
2. Reflection-based.
Helping you reflect on your goals and how to reach them.
3. Providing a global solution.
Offering a wide range of resources.