Spain’s best private bank for discretionary portfolio management 2023: CaixaBank

Part of CaxiaBank’s strength in discretionary portfolio management is its breadth of offerings, which the firm continues to grow through a commitment to innovation. In late 2022, for example, the bank added a new delegated fund management option to its Smart range – Smart Rentas.

Part of CaxiaBank’s strength in discretionary portfolio management is its breadth of offerings, which the firm continues to grow through a commitment to innovation. In late 2022, for example, the bank added a new delegated fund management option to its Smart range – Smart Rentas.

Clients using Smart Rentas gain from the collective experience of portfolio managers across the Caixa Group. The new service sits alongside automated fund management – Smart Money – and portfolios where risk is adjusted using quantitative models via Smart Allocation.

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