Why work with us?
Because we focus on your individual needs.
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.
Personal advice – tailored to your needs
Needs analysis
We analyze your personal situation (family, wealth, tax) and discuss your objectives and wishes.
Investment Strategy
We present you an investment concept and decide with you your unique strategy, implementation and processes.
Evaluation and Reporting
We evaluate the performance of your strategy, adapt when necessary and report back to you on progress regularly.
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:
Trade-off between risk, liquidity and return
The three main objectives of an investment - the greatest possible degree of security, liquidity and a rate of return – cannot be achieved simultaneously. The investor defines which objective takes priority
in accordance with his or her preferences.
Non-systematic risks can be reduced considerably by diversification (spreading the assets among different asset classes).
Systematic risks, like natural disasters or wars, lie beyond the sphere of influence of the investor. Nevertheless, the portfolio manager steers the client’s portfolio to the best of his knowledge.
Leading Wealth Manager in Central and Eastern Europe
Erste Private Banking is one of the leading wealth managers in Central and Eastern Europe, and the largest wealth manager in Austria. We offer a comprehensive range of services covering all aspects of private banking, wealth management, financial planning and execution services. We offer strategic and tactical asset allocation, and put together the optimal portfolio – without tying you to Erste Group products. Transparency, responsibility and quality in customer service are amongst the core values of our corporate culture. We are currently taking care of 20,000 customers with a combined wealth of EUR 25 bn.
Erste Group – safety and stability for 200 years
Erste Private Banking is part of Erste Group. Founded in 1819 as the first Austrian savings bank Erste Group went public in 1997 with a strategy to expand its retail business into Central and Eastern Europe (CEE). Since then, Erste Group has grown through numerous acquisitions and organic growth to one of the largest financial services providers in the eastern part of EU in terms of customers and total assets.
Then as now, our guiding principle was laid down: We want to increase and secure the prosperity of the people in our region. To this day we see that as our mission.
Awarded for Excellence
Our greatest award: Your satisfaction
Commitment. Since 1819.
We are proud of the international private banking awards we have won:
2025
Euromoney Private Banking Awards
- Austria's Best Private Bank
- Austria's Best for Discretionary Portfolio Management
- Austria's Best HNW
- Romania's Best Private Bank
- Croatia's Best for Discretionary Portfolio Management
- CEE's Best Chief Investment Office
Best Private Bank Global Finance Awards
- Best Private Bank Czech Republic
- Best Private Bank Croatia
- Best Private Bank Romania
- Best Private Bank Slovakia
- Best Private Bank Central and Eastern Europe
2024
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
- Best Private Bank in Romania
Euromoney Private Banking Awards
- Best Domestic Private Bank 2024 in Austria
- Best for Discretionary Portfolio Management 2024 in Austria
- Best for HNW 2024 in Austria
- Best International Private Bank 2024 in the Slovak Republic
- Best for Discretionary Portfolio Management 2024 in Croatia
Best Private Bank Global Finance Awards
- Best Private Bank 2024 in Czech Republic
- Best Private Bank 2024 in Croatia
- Best Private Bank 2024 in Romania
- Best Private Bank 2024 in the Slovak Republic
- Best Private Bank for Sustainable Investing 2024 in CEE
2023
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
- Best Private Bank in Romania
Euromoney Global Private Banking Awards
- Best Domestic Private Bank in Austria
- Best International Private Bank in Romania
- Best International Private Bank in Slovakia
2022
The Banker Global Private Banking Awards
- Best Private Bank in Slovakia
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
2021
The Banker Global Private Banking Awards
- Best Private Banking in Croatia
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
2020
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
2019
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
- Best Private Bank in Croatia
2018
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
2017
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
- Best Private Bank in Croatia
2016
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
2015
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
2014
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
- Best Private Bank in Austria
- Best Private Bank in Croatia
2013
Euromoney Private Banking Survey
- Best Private Bank in Croatia
- Best Private Bank for "High net worth individuals I ($1million to $10 million) in Austria"
- Best Private Bank for "High net worth individuals II ($10 million to $30 million) in Austria"
- Best Private Bank for "Range of investment products in Hungary"
- Best private Bank for "Ultra high net worth individuals (more than $30 million) in Romania"
The Banker Global Private Banking Awards
- Best Private Bank in Austria
2012
Euromoney Private Banking Survey
- Best Private Bank in Austria
- Best Private Bank in Hungary
- Best Private Bank in Romania
The Banker Global Private Banking Awards
- Best Private Bank in Central and Eastern Europe
2011
Euromoney Private Banking Survey
- Best Private Bank in Austria
- Best Private Bank in Czech Republic
- Best Private Bank in Romania
2010
Euromoney Private Banking Survey
- Best Private Bank in Austria