Discretionary Portfolio Investments
Your individual asset management: designed to be as exceptional as you
Every client has unique financial goals and values. Our asset management is therefore modular. What does that mean? You – accompanied by your private banker – select your own personal portfolio from a set of building blocks (modules), set priorities and determine the weighting.
This innovative approach allows a flexible selection of asset classes and markets – depending on your risk appetite and preferences. Our team will advise you intensively on every decision and help you weigh up the risks and potential returns.
Our innovative concept
✔ Pioneering
Our asset management works according to the modular principle. This makes us the pioneer in Austria.
✔ Transparent
Your assets are managed individually by our asset manager. The costs are transparent, and the performance can be viewed online at any time using interactive reporting.
✔ Simple
The individual composition of the modules takes place directly during the consultation in cooperation with your personal advisor using our digital configurator.
✔ Flexibel
The modules, emphases and weightings of the asset classes can be flexibly designed and adapted. You decide whether to implement them with active funds, cost-efficient ETFs or individual securities.
Portfolio with a personal touch
How we work together
Our services at a glance
Individual investment solution
Your private banker will support and advice you in finding an investment strategy that meets your personal needs. Our advisors have in-depth expertise.
Selection of modules
Together we will create an individual portfolio according to your personal needs. Our selection of modules covers all relevant asset classes and investment styles.
Experienced professionals
Your portfolio is actively managed and continously monitored by our investment experts at Erste Asset Management, Austria's largest asset manager.
Full transparency
We offer extensive reporting services on portfolio composition and performance. The asset report or daily online reporting keeps you well informed at all times via George.
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Private Equity
Gold safekeeping account
Please note the risks:
- Asset prices can fluctuate considerably depending on the strategy.
- Investments in foreign currencies can be negatively impacted by exchange rate changes.
- Capital losses are possible.
Please also note our legal information. Investing in securities also involves risks. Past performance is no indication of future performance.
Contact us
Our private banking services are tailored to your needs. Talk to us about your individual asset investment.