Alejandro Valiño serves as Director of Advisory, Projects and Regulation at Sabadell Urquijo Private Bank. In this role, he is responsible for defining advisory services, developing tools that support both bankers and clients, enhancing savings and investment solutions, and ensuring they remain competitive and aligned with client needs. He also leads the evolution of the bank’s digital and mobile platforms while overseeing regulatory developments and their impact on products and investment services.
The achievements reached in 2025 are the result of a transformation journey that began in 2023 with the launch of a new private banking model. This model placed bankers at the centre of the client experience while promoting close collaboration across business units and branches, supported by a continuously strengthened products and services proposition.
This strategy delivered significant results during 2025. The bank’s Net Promoter Score (NPS) reached 45, improving by seven points year-on-year. Client satisfaction with their bankers remained exceptional, achieving an average rating of 9.31, reflecting the quality of service and the strength of client relationships. At the same time, assets under Discretionary Portfolio Management (DPM) grew 2.3x, driven by strong client demand for the service and the continued success of strategies launched in 2024.
“Client trust, outstanding satisfaction with bankers’ advice and strong growth in discretionary portfolio management defined a landmark year for Sabadell Urquijo”, said Valiño.
Under Valiño’s leadership, the team has remained focused on providing bankers with the tools, capabilities and support needed to deliver a highly personalised and differentiated client experience, reinforcing the bank’s position as a trusted partner for wealth management.
Looking ahead, Sabadell Urquijo Private Bank will continue enhancing its digital platforms to better support self-directed investors, broaden its advisory offering through a more holistic approach to client needs, and integrate artificial intelligence into its processes. These initiatives aim to improve efficiency and enable bankers to dedicate more time to delivering high-value, personalised advice and service to clients.
