• This agreement fosters investment solutions tailored to customer profiles and aligned with sustainability goals, with over 85% of Amundi’s funds invested in products that promote ESG criteria
  • The partnership has boosted technological innovation, expert advice, new investment tools and the rollout of new managed portfolios
  • The discretionary portfolio management service, through the launch of Sabadell Portfolios in April 2024, has grown to over 1.84 billion euros in managed assets, representing a 59% increase

14 July 2025

Banco Sabadell marks the fifth-year anniversary of its strategic partnership with Amundi, the leading asset manager in Europe in terms of volume of assets under management. Since signing the agreement, at the end of June 2020, the partnership has managed to grow its assets under management by 53%, and has combined Sabadell’s local experience with Amundi’s global capabilities, including its extensive track-record in partnerships with banking groups and its diversified range of investment solutions. 

The purpose of this partnership is to offer retail customers and businesses alike diversified, thematic and alternative investment solutions, tailored to an increasingly complex and changing global environment, to thus contribute to the sustainable growth of savings over the longer term.

Part of this success lies in the joint product offer of Banco Sabadell branded funds and Amundi’s core products, with a noticeable focus on sustainability. In fact, more than 85% of assets managed under this partnership agreement are now invested in ESG-aligned products, after nearly the entire product range was migrated to products in this category.

In terms of performance outcomes, the assets managed in funds under the Banco Sabadell and Amundi brands have grown by 53.5% to 21,965 million euros, representing an increase of 7,654 million euros.

In the words of Xavier Blanquet, Assistant General Manager of Banco Sabadell and Business Manager of Sabadell Urquijo Banca Privada, “this partnership with a world class partner such as Amundi has enabled us to go further into our profound transformation of the Institution in recent years, which we will take even further to keep offering outstanding service to all our customers”.

For his part, Alexandre Lefèbvre, CEO at Sabadell Asset Management, commented that “the successful partnership with Banco Sabadell is a further testament to Amundi’s ability to forge solid and mutually beneficial business relationships with banks willing to leverage asset management specialists to offer the best service to its customers”.

Amundi has contributed a team of over 900 investment specialists, including around 190 economists and financial analysts and more than 40 analysts specialised in ESG criteria. This international structure has provided leading macroeconomic analysis, support for fund selection, and expert advice that strengthens the commitment to responsible investment.

The partnership has also boosted technological innovation in Banco Sabadell and Urquijo Gestión, with the rollout of new investment tools and the launch of new managed portfolios. In parallel, a myriad of customer events were organised to unveil the product range and the sustainable approach: in 2024 alone, 37 events were held with over 2,200 attendees, and in the first half of 2025, 14 events have already been organised in which over 1,000 customers have taken part.

Looking ahead, the partnership with Amundi will speed up the development of new sustainable and thematic investment ideas. The Amundi Investment Institute and the group’s specialised asset managers, including Alpha Associates, will provide expert analysis and innovative products that will strengthen the value proposition and their ability to support customers in their long-term financial goals.

Discretionary portfolio management

Banco Sabadell also has a discretionary portfolio management service which was marketed with the launch of Sabadell Portfolios (Cartera Sabadell) in April 2024. Since then, this service has grown to over 1.84 billion euros in managed assets, representing a 59% increase since its inception.

Sabadell Portfolios is a portfolio management service designed to offer customers a personalised investment solution, placing decision-making in the hands of a professional team.

It also enables investors to benefit from active management and diversification through solutions tailored to their risk profile and financial objectives, without the need for direct involvement in product selection or daily market monitoring.

Sabadell Portfolios’ approach is global and flexible, strategically grounded in diversification and continuous adaptation to market conditions. The portfolios are mainly comprised of mutual funds of both the Group and Amundi and other international asset managers.