Sound expert knowledge

There are diverse possibilities for attractive financial investments. The best asset investment combines sound expert knowledge with the individual requirements of the people who have built up these assets.

Have assets managed

Your success is the sum of all your decisions and actions. The right weighting is decisive. Bank Austria Private Banking has a qualified and responsible team of investment specialists who comprehensively manage your portfolio within the framework of asset management. This creates valuable space for you to devote yourself to the central and directional planning of other things that are important to you in life.

A man sits on the jetty of a pond in the garden VermögensManagement 5Invest Have assets managed
A man looks out of the window VermögensManagement EXKLUSIV My way, my investment success

Handing over selected tasks can be very easy. This is the case when competent and trusted persons act in your interest. You yourself take the time for an important decision and determine your personal investment style: The VermögensManagement 5Invest holds 5 investment strategies ready for you: conservative, traditional, balanced, dynamic and progressive.

Have you always gone your own way? This should not change now as it is about the management of your assets. Good to know: even one’s own ways can be ideally taken with a companion. Your investment goals and our expert know-how results in the individual combination. With the VermögensManagement EXKLUSIV, the experienced asset management team of Bank Austria Private Banking acts with binding application of your specification. When investing your assets, they therefore do not follow any general investment pattern.

5 investment strategies – What type of investor are you?

Have you ever thought about what type of investor you are? With how much risk can you still sleep well at night and what investment goals are you pursuing? The five strategic approaches of our asset management vary in the degree of the mix of stocks and alternative investments in the portfolio. You have the choice and can thus remain true to your personal appetite for risk and individual growth expectations.

When investing your assets, our asset management team also draws on securities from our selected fund partners.

Important to know!

  • Risk of a change in share price: Fluctuations in share price are possible at any time due to the market development.
  • Risks of the special investment categories such as default risk with shares and bonds, risk of the change in interest rates with bonds, risk of falling prices with real estate. In the worst-case scenario, a total loss of capital is possible.
  • Currency risk if the special form of investment does not invest in euros.
  • No guarantee for the attainment or exceeding of a certain performance of the assets.
  • Expenses and fees reduce the income.
Legal information

This marketing notification does not constitute any investment advice or investment recommendation. In particular, it is not an offer and not a request to purchase or sell securities and does not constitute a request to submit an offer to take out a “VermögensManagement 5Invest” or a “VermögensManagement EXKLUSIV”. It serves solely as preliminary information and cannot replace a consultation taking into account the individual circumstances and knowledge of the investor or of the policyholder. Each capital investment is associated with a risk that can also mean the entire loss of the capital deployed. The value and return of an investment can suddenly and considerably increase or fall and cannot be guaranteed. Currency fluctuations can also influence the development of the investment.

There is the possibility that the investor does not receive the total invested sum back, among others, if the capital investment only exists for a short time. The longer the investment horizon, the less significant short-term fluctuations are. The minimum investment horizon within the framework of the “VermögensManagement 5Invest” and the “VermögensManagement EXKLUSIV” should therefore be 5 years. Your advisor will be pleased to assist you in determining the right investment approach for you.

The investments underlying this financial product do not take into account the EU criteria for environmentally sustainable economic activities.

Citizens of the US or people with their place of residence, tax assessment and/or companies in this country may not be offered this product even in Austria, and/or they may not purchase it.

Our brochure “Summary of the guidelines for handling conflicts of interest and the disclosure of benefits” provides you with information regarding the fundamental handling by Bank Austria of conflicts of interest and regarding the disclosure of benefits. Your Private Banking advisor will be pleased to advise you in detail.

For questions relating to your individual tax situation, we recommend that you seek the advice of a tax advisor. The handling with regard to tax matters depends on your personal circumstances and can be subject to future changes.

Consulting and service