Wealth Management
Customer relationships revolve around trusting reliability-based cooperation. Comprehensive investment consulting and planning is based on a professional and solution-oriented investment approach implemented with first-class products. With a significant money market investment share, the managed assets show a safety-oriented risk profile. >> Factsheet "Portfolio Management"
Our active portfolio management:
- Tactical & strategic asset allocation allows to react rapidly on market changes
- Independence regarding product choice
- Correlation and diversification reduce the overall risk
- Product selection is based on fundamental valuation principles as well as costs and liquidity
- Risk management: constant monitoring of markets and corresponding portfolio adjustment
- Achievement of gains in accordance with individual customer needs
Expertise in various asset classes:
- Stocks / investment funds / ETF
- Fixed income securities (such as government and corporate bonds)
- Precious metals (physical safekeeping of ingots and coins)
- Hedge funds and private equity investments
- Real estate
- Structure products and other traded securities
- Currency deposits (currency and fixed deposit accounts in all major currencies)
With our strategies we support you professionally and competently
Open architecture with first-class product offering
As an independent, niche-oriented financial institution, our investment experts in Vienna provide a bespoke service: Every investment portfolio is aligned to the customer's individual risk, return and liquidity requirements.
Team of financial experts
At the heart of our asset management is a team of financial experts with many years of experience and an extensive international capital market background. This team plays a key role in shaping the bank's investment strategy which is naturally implemented in the customer portfolios of asset management.
Wide range of asset management services
Aside from individual investment consulting and asset management, we also offer our national and international clients access to specialized investments and best-in class products by third-party providers as well as varied corporate finance services.
Wealth planning and securities account analysis
Our securities account analyses are provided on the basis of a personal initial consultation and an appropriate needs analysis – naturally taking into account the personal initial situation and the requirements in terms of risk tolerance, expected return, liquidity planning and asset structure.
External expert network
As a customer of Wiener Privatbank, aside from comprehensive bank services, you benefit from a choice network of experts, in particular in the following areas of expertise: Family foundations / Generation and retirement planning / Real estate / Alternative investments