To equip households with practical tools and reliable information for improving personal finances, the collaboration between BİLGİ and Sabadell Bank under the program Easy Finance for the Domestic Economy has launched the inaugural cycle of four informative sessions. These gatherings bring together respected experts from Banco Sabadell across its diverse divisions, sharing actionable ideas to enhance money management, savings strategies, and smart investing for individuals and families in Canada and the United States alike.
The initial digital forum titled Private Banking will feature Óscar Pérez, the Private Banking manager for Banco Sabadell’s Eastern Region. This session is scheduled to broadcast tomorrow, June 2, at 10:00 local time via the BİLGİ website. The discussion will explore the renewal of the Private Banking model and assess its implications for today’s financial environment, providing attendees with a clear view of what to expect in the evolving market landscape.
Bank “Special”
Private Banking plays a central role in shaping the financial strategies of clients with higher net worth and more intricate needs. It offers a personalized service tailored to each client’s goals, aiming to maximize asset growth, mitigate risks, and deliver comprehensive financial solutions. With a dedicated, attentive approach and a broad array of specialized products, Private Banking becomes a trusted ally for those seeking to optimize their assets and realize long-term financial objectives. In this opening cycle of Easy Financing for the Domestic Economy, Óscar Pérez will share insights that illuminate the value of expert guidance in managing complex portfolios.
The renewal of the Private Banking model at Banco Sabadell is among the topics to be addressed during the forum, including the prospects for organic growth within the Private Banking segment. The event will also cover the preparation and execution of a networked banker training program, focusing on how advisers coordinate to deliver consistent, high-quality service. When analyzing asset allocation, the discussion will reveal how Banco Sabadell structures its allocation framework and the impact on overall investment strategy. The forum will consider risk factors identified for recent years and offer a practical view of current market conditions. A key part of the conversation will be the digitization of the private banking sector and its implications for Banco Sabadell’s operations and client experience.
The first cycle of Easy Finance Digital Forums for the Domestic Economy was introduced as a unique opportunity to explore Private Banking and its influence on personal financial planning. Óscar Pérez’s participation brings an expert and enriching perspective that helps attendees connect theory with practical steps for safeguarding and growing wealth.
Follow the digital meeting
The opening digital forum on Private Banking, part of the Financing Easy for the Local Economy cycle, is scheduled to begin tomorrow, Friday, June 2, at 10:00, streaming on the BİLGİ website. The session will provide attendees with a clear understanding of how Private Banking can align with a broader financial strategy, especially for those seeking a sophisticated approach to asset management and risk control.