Home > Private banking > Asset management

Asset management

Benefits for you:

Professional portfolio administration by investment specialists
Custom-made investment strategy according to your profile and preferences
You set the rules for investing by yourself, and we will follow them
Fast encashment of your investment if needed
Detailed reporting – a perfect review of your investments

What are we outstanding in?

OPEN PRODUCT ARCHITECTURE
A wide range of products from across the world enables us to respond to the ever-changing situation in the financial markets and protect the value of your assets when the market fluctuates strongly.

SIMPLE AND TRANSPARENT FEES
We can provide more attractive profits to our clients thanks to a more effective tariff scheme.

PRIVATBANKA HEALTH MANAGEMENT
A unique benefit of above-standard health care of based on the concept of the specific approach in health care provision.

Four investment principles

Active portfolio management

The fundamental component of the Privatbanka Wealth Management (PWM) concept is an active approach to the client’s portfolio. Apart from the fact that we continuously search for new options for making your assets more valuable, we also pay high attention to developments in the financial markets and if needed, we sell the selected financial products.

Benefits for you

Professional administration - profound expertise
Time saving and less concern about financial issues
Wide spectrum of investment products
Regular detailed investments development report
High liquidity financial instruments in portfolio

FEREO unique system

In portfolio management, Privatbanka employs a unique FEREO investment strategy that combines the use of four basic classes of assets:

	Fixed income instruments with fixed income, bonds, bills of exchange, bond funds
	Equities shares, share funds
	Real Estate investment in properties or real estate funds
	Opportunities current investment opportunities, discount and bonus certificates

Depending on the situation in the financial markets and with respect to your risk profile, one or more components may represent a 0–100% share.

Are you interested in this product? Arrange a no-obligations consultation with a private banker or give us your contact details and we will call you back.