Unicaja will bring together around 300 Private Banking and Corporate Banking clients for four information sessions to be held in Oviedo, Málaga, León and Toledo during April and May. The aim of these meetings is to analyse the main challenges of wealth and succession planning, in a context marked by demographic changes, increased longevity and evolving family structures.
The sessions, which will be held under the slogan ‘Tomorrow begins today. Wealth, family and purpose’, will feature the participation of Allianz Global Investors, BlackRock and Candriam, leading international asset managers with whom the financial institution has strategic agreements, and will combine expert market insight with the specialised advice of Unicaja Private Banking, aimed at addressing the specific needs of each client.
The conferences will take place in Oviedo, organised by Allianz GI; in Málaga, with the participation of BlackRock, as well as in León; and in Toledo, with the participation of Candriam.
This initiative forms part of the bank’s 2025–2027 Strategic Plan and reinforces the value proposition of Unicaja Private Banking, which is based on responsible management, an open product architecture and personalised advice tailored to different wealth profiles and the challenges of the current economic climate.
Ramón Senosiaín, Head of Private Banking, Personal Banking and Investment Products at Unicaja, noted that “wealth and estate planning has become a priority for many families in light of increased longevity and changes in family structures”. “Through these seminars, we aim to provide our clients with the tools and knowledge to anticipate these challenges with a long-term vision,” he stated.
Structure of the sessions
The sessions are structured into two distinct blocks: a first part, led by the participating asset managers, on the impact of demographic trends and longevity on wealth management; and a second block focused on estate planning and delivered by specialists from Unicaja Private Banking.
Over the course of an hour, the experts will discuss how these trends influence long-term wealth management decisions and the new challenges families face when it comes to preserving and passing on their wealth in a changing economic and financial environment.
