Simplifying everyday life
Manage your account whenever and however you choose, with comfort, security, and convenience, through a comprehensive range of products and services.
- Caixa Private Account, an exclusive package combining everyday financial services with investment management tools.
- Exclusive Online Banking Service and associated debit card.
- Income Domiciliation and overdraft facility.
- Credit card with unique and exclusive benefits, such as the Concierge & Lifestyle Management service, available 24/7, etc.
- Portfolio Overview - online tool to consulting the composition and performance of your investment portfolio.
Savings and investments
Access to a comprehensive range of products and services, tailored to your financial and asset situation, liquidity requirements, risk tolerance, time horizon, and investment objectives.
Diverse savings and investment solutions, designed for different profiles and objectives (capital preservation, wealth accumulation, retirement planning, inheritance, sustainability and promoting a positive environmental impact, among others):
- Term Deposits with special conditions and Savings Accounts
- Structured Deposits
- Investment Funds
- Retirement Savings Plans and Pension Funds
- Financial Insurance (Unit Linked)
- Open Architecture Investment Solutions (access to the global ETF market and more than 50,000 external Investment Funds)
- Alternative Investment
- Tailor-made investment solutions
- Specialised intermediation and brokerage services, with access to the main international financial markets
- Financial market information, technical analysis of securities and property (research)
- Monitoring of relevant events in the investment portfolio.
Continuous support and monitoring of investment performance, with access to Portfolio Overview, an exclusive feature that provides a complete and up-to-date view of the composition, profitability and efficiency indicators of your financial instrument’s portfolio.
Financing
For property purchases, goods acquisition, investment or liquidity management, Caixa Private offers all the solutions you need to finance your personal and professional projects:
- Loans for permanent housing, second homes or investments
- Personal Loans
- Treasury management
- Customised financing
Protection
We offer a wide range of non-financial insurance products to protect you and your relatives.We also offer a Safe Deposit Box Rental for your convenience and security.
- House
- Life
- Health
- Personal accidents
- Vehicles
- Pets
Exclusive Caixa Private offer
Caixa Private Account
Combining everyday financial services with investment management tools.
Caixa Wealth PPR/OICVM
Four Investment Portfolios’ offer in the form of a Retirement Savings Plan.
Access to technical analyses of financial markets’ and assets:
Negotiated term deposits
Special conditions with access to the trading floor.
Open architecture
Open Architecture Investment Solutions (access to the global ETF market and more than 50,000 external Investment Funds).
Access to relevant information on the various sectors that constitute the real estate market.
Unit-Linked Financial Insurance
Dynamic investment products with active management.
Portfolio overview
Exclusive access to an online tool that allows you to continuously monitor your investments.
Exclusive events
Access to shows, concerts, art exhibitions, congresses, conferences, webinars and workshops.