This unit is based on two pillars which determine the strength of its presence in secondary markets, in which CaixaBI has consistently been one of the top performers in the market share ranking, as measured by the trading volume on Euronext Lisbon.
These pillars are CaixaBI’s strong nationally and internationally accredited research capacity over several years in this field and its membership of the European Securities Network, as a Portuguese partner, enabling us to supply our customers, with corporate analysis capacities, sale and executing of orders in more than 14 countries over the whole of Europe and the US, monitored by local specialists in each country, providing access to a team of 150 analysts and 200 salesmen covering around 1000 companies with around 1300 institutional customers over Europe as a whole.
CaixaBI provides an extremely vast range of services ranging from the simple execution of stock market orders, up to the monitoring of the markets in which it operates, systematically providing investors with opportunities to allocate their assets, in addition to carefully monitoring its customers’ positions at pre and post business stages.
Operating in the private individuals and institutional segments, CaixaBI has the national and international capacity to perform and provide financial Brokerage. It employs the whole range of available channels ranging from direct to telephone contact, including electronic media, provided on the Caixa Directa Invest WEB trading platform, which specialises in CGD Group’s financial markets.
CaixaBI provides all of its customers with a vast range of products, enabling them to execute not only shares, but also bonds and derivatives, particularly warrants, in which it is a highly experienced market-maker.
CaixaBI also provides a full range of custodian services on customers’ securities and portfolios, competitively and efficiently processing all securities-related events.
The bank has an IT unit which handles straight pass through procedures for execution not only on Euronext Lisbon (CaixaBI is a direct, fully fledged member of Euronext), as well as in a further 14 international markets (Paris, Amsterdam, Brussels, London, Dublin, Madrid, Milan, Helsinki, Stockholm, Copenhagen, Oslo, Athens, Frankfurt and the US), using state-of-the-art platforms and execution protocols under the new European Financial Markets Directive.
In primary share market terms, CaixaBI is highly accredited in terms of its international placement and distribution capacity as the undisputed national market leader in this business area.
CaixaBI directly provides for its customers in Porto, with an office and an investors’ research facility and through a local office, in Madrid. The bank also has an investors’ research facility in Lisbon and an electronic channel support team, in addition to a trading room with 25 employees engaged on sales, intermediation, structuring and execution tasks
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