If you want to invest well, only the best is good enough. The quality simply has to be right. We therefore work with selected, tested fund partners in the long term.

The selection procedure of the fund companies is multi-stage and transparent, the quality criteria are strict and certified by an independent study. A tenable collaboration with the best is thus guaranteed. These are characterised by first-class references, a comprehensive range of fund products and special expertise in individual investment categories.

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Fund partners

The investment fund products recommended by us from the eleven fund partners are selected by the Bank Austria Private Banking team of specialists according to a multi-stage process based on differentiated quality criteria. Our international fund research team has in-depth know-how and conducts an ongoing monitoring over the funds designated as “best in class”. In addition, alongside the analysis of key performance indicators with regard to risk and earnings, direct contact with the fund managers is particularly important to us. Within the framework of our collaboration with selected fund partners, we thus acquire fund information directly that is essential for our high-quality selection process.

Each individual consultation as well as the asset management and the service model UNIVERS EXKLUSIV build on this tested fund universe.

Fund partners
Legal information

The current information does not constitute investment advice or an investment recommendation. In particular, it is not an offer or an invitation to make an investment. It serves solely as preliminary information and cannot replace a consultation based on the individual circumstances and knowledge of the investor.

Every capital investment is associated with risk. 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. Despite professional advice, losses may therefore occur, including total loss, especially in the case of a short-term investment horizon. The longer the investment horizon, the less significant short-term fluctuations are. Your Private Banking adviser will be pleased to assist you in determining the right investment strategy for you.

Errors and typographical errors excepted.

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.

Citizens of the USA and people with their place of residence, tax assessment and/or companies in that country must not be offered investment funds, even in Austria, and they must not purchase these products.

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