Unicaja brought together Private Banking and Corporate clients in León for an informative event focused on wealth and succession planning, in a context shaped by demographic changes, increasing longevity and evolving family structures.
The event, held yesterday Wednesday, gathered more than thirty Unicaja clients interested in analysing how to anticipate and organise the transfer of wealth in a changing economic and social environment.
The initiative was carried out in collaboration with the León Chamber of Commerce and the international asset manager BlackRock, with which the financial institution maintains strategic agreements.
The session combined an expert market perspective with the specialised advisory approach of Unicaja Private Banking, aimed at addressing each client’s specific needs.
Specifically, the one-hour event was structured into two distinct sections: an initial presentation by BlackRock on the impact of demographic trends and longevity on wealth management, followed by a session on succession planning delivered by Miguel Solbes, Director of Financial and Wealth Planning at Unicaja, and Cristina Castro, member of the bank’s Financial and Wealth Planning team.
Tools to address these challenges
In this regard, Solbes highlighted that wealth and succession planning “has become a priority for many families in light of increasing longevity and changes in family structures.”
As he explained, this type of event enables the bank to provide clients with the tools and knowledge needed to approach these processes with a long-term perspective, supported by specialised advisory services and a tailored analysis of each individual wealth situation.
This initiative forms part of the bank’s 2025–2027 Strategic Plan and is aligned with the value proposition of Unicaja Banca Privada, based on personalised advisory services tailored to different wealth profiles and to the challenges of the current economic environment.
