Why work with us?
We pride ourselves on ensuring your prosperity and offering some of the best
value in the industry.
Our customers choose us because we always look ahead to ensure their prosperity, deliver unmatched services, and offer some of the best value in the industry. Our approach to advisory service and asset management has helped us transform ourselves into a leading wealth manager in Central and Eastern Europe. This did not happen overnight, or without total commitment to our mission—searching for new opportunities to help our customers reach their goals.
We strive to keep a keen eye on the future and lead the way to even better solutions for efficient and steady progress. Therefore foresight, drive and respect are the key to meeting and exceeding even the highest expectations of our well-informed customers.
Trusted Private Banker
You are at the centre of all that we do. Your goals, aspirations and fears are important to us. We analyse your financial profile, lifestyle objectives and attitude towards risk, and then develop a suitable asset management plan. Our advisors have in-depth experience in asset management, banking and financial planning, ensuring your strategies revolve around your specific needs – sustainable and spanning generations. As your priorities shift and goals change, we will adjust your asset management plan accordingly. We offer you the holistic, personal support of a private bank – as well as the security and diversity of an international financial group. Benefit from 200 years of experience and the innovative strength of the region’s most modern bank.
Your benefits:
- Individual care and investment advice from your private banker
- Analysis and selection of the most suitable investment instruments for you
- Optimal allocation of your investments
- Detailed reports on portfolio development, and information about the situation on the financial markets
- More leisure time –your finances are handled by a professional portfolio manager working together with your private banker
- We think and act responsibly
Asset Diversification
Diversification - or asset allocation - refers to the spread of your capital across different asset classes. According to your objectives and individual risk tolerance, we diversify your assets to optimize your returns.
The following graphic shows you an example of an asset allocation, but it does not represent a current strategy: