Investment advisory
You want certainty in your investment decisions?
You appreciate professional investment advice and continuous monitoring of your portfolio by our investment experts? Then Kathrein Privatbank's investment advisory service is the service of your choice.
How we work together on the optimal performance
Making investment decisions as a team
you can make autonomous investment decisions at any time and we support you in building your own highly
personal portfolio.
Professional advice
you proactively receive investment proposals tailored to your own personal investor profile.
Ongoing dialogue - always up to date
your personal private banker maintains an ongoing dialogue with our portfolio management and receives sound information from our network of analysts to keep you fully up to date.
The investment advisory of Kathrein Privat Bank in detail:
Your private banker keeps you informed about current market developments and proactively approaches you with suggestions for optimizing your portfolio. He monitors your investments and regularly checks whether your asset allocation is in line with your chosen investment strategy. And of course he is also your sparring partner for your own investment ideas, discussing them with you and supporting you in the decision-making process.
Contact one of our specialists
Claudia Berthold, CFP
SENIOR PRIVATE BANKER
Languages: German, English
E-Mail: claudia.berthold@kathrein.at
Phone.: +43/1/534 51-613