Portfolio Management
You want to take care of the important things in life?
You want to delegate your investment decisions to us and want to put your assets in in experienced hands? You want to invest actively and professionally in global capital markets? With the portfolio management named "Active Wealth" of Kathrein Privatbank, you give us your goals and we take care of everything futher.
How we work for you and your assets
Your goals
you define your goals and preferences.
Together towards a strategy
we work with you to establish a strategy that determines your expected return and level of risk.
Investing in your best interests
we invest responsibly in line with your priorities, and monitor your portfolio continuously.
Regular reviews
we meet regularly to review current performance and discuss the strategic direction.
Expertise for you
our investment experts work together with domestic and international partners.
Active portfolio management
we take care of diversification, earnings optimization, and a responsible approach to risk.
The portfolio management of Kathrein Privat Bank in detail:
In our portfolio management, we invest in your best interests, your private banker keeps you informed about current market developments and proactively approaches you with suggestions for optimizing your portfolio. They monitor your investments and regularly check whether your asset allocation is in line with your chosen investment strategy. And of course they are also your sparring partners for your own investment ideas, discussing them with you and supporting you in the decision-making process.
Contact one of our specialists
Boldizsar Fazekas, MSc
SENIOR PRIVATE BANKER
Languages: English, Hungarian
E-Mail: boldizsar.fazekas@kathrein.at
Phone.: +43/1/534 51-321