We offer optimized investment services tailored for companies and institutions, where our portfolio managers make asset-related decisions with strategic insight and professional expertise.
As part of the Vienna Insurance Group (VIG), one of the leading financial service providers in the region, we ensure the security of our clients’ assets and manage them with a long-term perspective.
Every investment strategy is customized to the client’s individual goals and risk preferences, ensuring an optimal risk-return balance.
Our aim is to deliver consistent asset growth that exceeds inflation.
We continuously monitor and manage risks stemming from changing market
conditions.
Our strategic approach combines stability with the effective utilization of market
opportunities.
Our portfolio management team brings together over 100 years of combined
experience to ensure professional asset stewardship.
Our award-winning portfolio management team consists of carefully selected professionals who respond effectively to market developments while delivering asset growth.
We align our investment strategies with the financial situation and unique goals of each client, offering solutions in HUF, EUR, or USD.
Portfolio structures are adapted to match each client's risk tolerance.
The Long-Term Investment Contract (TBSZ) offers the potential for tax-free returns based on
investment horizon.
We provide access to a broad range of investment products, including:
We ensure flexible access to invested capital while offering higher-yield potential assets for
longer investment horizons.
Our asset management activities are supervised by the Central Bank of Hungary, and we operate accordingly.
Clients’ funds and securities are held with internationally recognized custodians.
Clients receive monthly and quarterly reports in line with legal requirements.
Detailed disclosures on interest rate, FX, liquidity, and price volatility risks.
We are committed to providing clients with transparent and well-founded investment
decisions.
Our parent company, Vienna Insurance Group (VIG), is a leading insurance expert in Austria and across Central and Eastern Europe.