Asset Management
A guide through the financial jungle
1) Portfolios with an individual risk/performance profile are offered as part of the asset management | Source: LLB Invest KAG updated as of 29/12/2023
The asset management provided by Wiener Privatbank in cooperation with Matejka & Partner Asset Management includes extensive market monitoring, the selection of suitable securities for the portfolios of Private Banking & Asset Management customers as well as an active management of the bank's own products.
The securities professionals at Wiener Privatbank select suitable funds, shares and securities for the individual customer portfolios based on qualitative and quantitative criteria. Asset management relies on fundamental analysis and the long-term monitoring of the selected companies. Securities trading ist likewise included in the range of services offered by Wiener Privatbank. We are happy to operate as a broker for selected partners.
Post-trade transparency in acc. with sec. Securities Supervision Act (WAG) 2007 and Art. 27 of Commission Regulation (EC) No 1287/2006
To ensure what is termed post-trade transparency, MiFID requires trading participants to disclose over-the-counter trades (OTC) in listed shares if they have been admitted for trading in a regulated market. Notifications of trades must be made as close to real time as possible and include price, volume as well as trading time.
Wiener Privatbank SE uses the TTR (transparent trade reporting) system operated by the Vienna Stock Exchange to meet its disclosure obligations.
The services of Wiener Privatbank at a glance:
• Fund management (with Matejka & Partner Asset Management)
• Portfolio selection and management
• Selection of funds, stocks and securities
• Securities trading, brokerage, research
Legal information
Please note: Investing in securities entails not only opportunities but also risks. Capital losses are possible.
Legal information
The content on this website does only provide general information and is at no time the recommendation to sell or buy any financial instruments.
This website was prepared by our employees using information sources which we consider to be reliable. This website is solely for your information. Although we exercise the greatest possible care in preparing this document, we cannot provide any guarantee or assurance regarding the completeness, topicality or accuracy of our website’s content. In particular, the information and details contained on our website shall neither constitute an offer nor represent an invitation to submit an offer or a public advertisement inviting transactions or other business activities with the products and/or services described.
With regard to the risks which must be considered in connection with any investments in products and/or the use of services included on this website, we explicitly point out that such investments and investment decisions may result in the total loss of the invested capital. Any investment decisions are required to be made in accordance with the investor’s personal circumstances (eg willingness to take risks). Advice from an expert should be sought before any investment decision is made.
Tax treatment depends on the investor's personal situation and may be subject to change going forward. For in-depth information, a tax advisor should be contacted.
We expressly disclaim any liability for damages or losses claimed on the basis of the product and/or service information contained on our website.
In addition, Wiener Privatbank SE disclaims any liability for malfunction in connection with our website or any linked websites.
The publication and distribution of information as well as offering and selling of products and services described on our website is prohibited by law or by supervisory authority regulations in some countries. Therefore, people or corporations from countries in which the publication as well as the offering and selling of products and services described on our website are prohibited by law or by supervisory authorities regulations, must not enter the website and/or acquire the products displayed on the website, otherwise it may constitute a breach of law or supervisory authority regulations of said countries.
Wiener Privatbank SE disclaims any liability for damages or legal claims which may result from unauthorized access, use or reading of websites.
Amendments
In addition, Wiener Privatbank SE reserves the right to amend or add to the information provided.
Your contact partners
Post-trade transparency
Post-trade transparency according to the Securities Trading Act (WAG 2018)
Wiener Privatbank publishes all information on post-trade transparency for all transactions in financial instruments admitted to trading on a regulated market or executed outside a regulated market, on a MTFs (Multilateral Trading Facility) or on an OTFs (Organised Trading Facilitiy) via Market Axess Post-Trade B.V. als APA (Approved Publication Arrangement