Yesterday the expected event was held in Barcelona Funds People/Meeting Point Barcelona 2025which brought together more than 200 private banking professionals, consolidating as the reference appointment for bankers and agents in the city. Among the most outstanding voices of the day, the participation of Rafael Rabat, from Norz Patrimoniawho contributed his expert vision in an increasingly demanding and constantly evolving sector.
Rabat participated in a panel with other referents of independent financial advice. During the debate, key issues such as the specific demands of the Catalan client were addressed, the importance of technology in customer service and the most promising growth niches for independent entities.
In addition, the day included a round table with territorial directors of important national entities who shared their forecasts by 2025, identified the typology of the highest growing client and discussed strategies to retain and train talent in a highly competitive environment.
It also worked on a fiscal session in which it deepened matters such as the Heritage Tax, the rise of Risk Capital Societies (SCR) and the AEAat Inspector Plan by 2025. Their contributions generated a great interest among the attendees, eager to know the latest fiscal novelties that will affect the sector.
Another of the most anticipated debates was that of the territorial representatives of international entities, who discussed the positioning of Barcelona as a key place in private banking. The speakers shared their vision of the type of client that best suits their foreign signatures and the opportunities offered by the Catalan market.
The event concluded with a round table starring representatives of managers based in Catalonia who presented their vision of the business and the main challenges they face for 2025.
The outstanding participation of Rafael Rabat and Norz Patrimonia It contributed to enriching the discussions and provided a differential approach to the current demands of investors and growth strategies for the future.
He Funds People/Meeting Point Barcelona 2025 He left an excellent mouth flavor among the attendees, who positively valued the quality of the presentations and the networking opportunity. Without a doubt, an event that will continue to set a trend in the private banking sector.
Until next year!
