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 the global capital markets and profit from future earnings opportunities? With the portfolio management named "Active Wealth" of Kathrein Privatbank, you give us your goals and we take care of everything futher.
you define your goals and preferences.
we work with you to establish a strategy that determines your expected return and level of risk.
we invest responsibly in line with your priorities, and monitor your portfolio continuously.
we meet regularly to review current performance and discuss the strategic direction.
our investment experts work together with domestic and international partners.
we take care of diversification, earnings optimization, and a responsible approach to risk.
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.