Wealth Management
Individual strategies for your assets.
With our asset management service, we work with you to develop a customized investment concept. In doing so, we support you in the responsible management of your assets in order to preserve and increase them for you and future generations.
With the Kathrein wealth management:
- accompany you personally in every phase of your life, whether you come to us as an individual, a family, a business owner, a founder, or an heir,
- work with you to define the scope of our consulting services,
- design an investment strategy that is tailored to your unique needs,
- provide support and guidance for managing your wealth responsibly,
- help you preserve and multiply your assets, for yourself and for generations to come.
Our path to your optimal investment
Analysis
Good advice begins with a sound analysis of your individual situation. Only when we have gained a holistic picture of your overall investment objectives does the next step follow. Conception. Based on the analysis, our team of experts develops an investment strategy for you that is precisely tailored to your asset and life situation.
Dialog
Only when we have fully understood your wishes and needs and our proposal and concept fully meet your expectations, the next move follows.
Implementation
Here you benefit from the decades of experience of our investment specialists and the flexibility of our innovative and broad investment universe.
The Kathrein wealth management in one glance
Asset Management
- you give us your goals,
- we invest in your interests and within the framework of your guidelines,
- we monitor the successes and keep an eye on the risks, and
- we inform you comprehensively and regularly about the portfolio development.
Investment advice
- we advise you proactively,
- we are your sparring partner,
- you make the final investment decision,
- we regularly review and adapt the strategy, and
- we keep you informed about performance, trends and markets.
Direct Trading
- You determine your investment yourself,
- we execute your transactions
- we connect you directly with our securities traders on request, and
- you have access to our online reporting tool and eBanking at any time.
Deposit analysis
Are you looking for an independent second opinion on your portfolio? Do you want to know whether you are in the best possible position? You want to be sure that you have thought of all risks in the best possible way?
With our structured, precise and detailed Kathrein approach, we create customised portfolio analyses for you and clearly show you all strengths and weaknesses.
10 solid reasons for our wealth management
N° 1
We are your personal point of contact for every circumstance and all questions related to wealth and assets.
We are your personal point of contact for every circumstance and all questions related to wealth and assets.
N° 2
We don’t deal in standard solutions. Every solution we design is tailor-made. After all, our activities consistently center on the concerns, goals, and preferences of our clients.
We don’t deal in standard solutions. Every solution we design is tailor-made. After all, our activities consistently center on the concerns, goals, and preferences of our clients.
N° 3
We are genuine experts in all aspects of wealth management, FamilyKonsult services, financing solutions, and sustainable investments.
We are genuine experts in all aspects of wealth management, FamilyKonsult services, financing solutions, and sustainable investments.
N° 4
We go that proverbial extra mile for you, and make face-to-face meetings for consulting, coordinating, and analyzing your portfolio possible, anywhere in the world.
We go that proverbial extra mile for you, and make face-to-face meetings for consulting, coordinating, and analyzing your portfolio possible, anywhere in the world.
N° 5
We provide regular reports on your portfolio’s performance, offering you comprehensive information and ongoing updates.
We provide regular reports on your portfolio’s performance, offering you comprehensive information and ongoing updates.
N° 6
We keep our expertise – and hence your investment – continuously up to date. So that you can leverage earnings opportunities to the fullest.
We keep our expertise – and hence your investment – continuously up to date. So that you can leverage earnings opportunities to the fullest.
N° 7
We are a wholly-owned subsidiary of Raiffeisenbank International AG, which affords us the security of an international banking group, yet still allows us to provide our clients the flexibility and personal service of an independent private bank.
We are a wholly-owned subsidiary of Raiffeisenbank International AG, which affords us the security of an international banking group, yet still allows us to provide our clients the flexibility and personal service of an independent private bank.
N° 8
Sustainable investments are at the heart of what we do. From a place of personal conviction.
Sustainable investments are at the heart of what we do. From a place of personal conviction.
N° 9
With Kathrein Privatbank’s comprehensive range of products and services, you can draw from the full spectrum.
With Kathrein Privatbank’s comprehensive range of products and services, you can draw from the full spectrum.
N° 10
We provide holistic advice, we are always transparent, and we are uncommonly personal.
We provide holistic advice, we are always transparent, and we are uncommonly personal.
Contact one of our specialists
Krisztian Slanicz
HEAD OF PRIVATE BANKING CEE/SEE
Languages: English, Hungarian, German
E-Mail: krisztian.slanicz@kathrein.at
Phone.: +43/1/534 51-603