Wealth Management
With our strategies we support you professionally and competently.
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.
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 by individual customer needs
Expertise in various asset classes:
- Stocks / investment funds / ETFs
- 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
- Structured 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.
Defensive Portfolio
Balanced Portfolio
Balanced MEGATRENDS Portfolio
Dynamic Portfolio
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 network of experts, in particular in the following areas of expertise:
Family foundations
Generation and retirement planning
Real estate
Alternative investments
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 contacts:
Private Banking Austria
International Private Banking
Private Banking CIS/CEE
