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. With a significant money market investment share, the managed assets show a safety-oriented risk profile.
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.
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.
Wiener Privatbank operates in a wide range of investment classes:
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 choice network of experts, in particular in the following areas of expertise: