Property Management

Property Management

Asset Management

In cooperation with Erste Asset Management, we offer asset management in the form of various types of portfolios. When putting these portfolios together, our portfolio managers respect your wishes regarding the investment horizon, degree of risk and return potential. Thereafter they actively manage the portfolio, readily respond to trends in the financial markets and select the best opportunities for a return on your assets.

Investment Advice

If you want to maintain a more active role and make use of your own investment experience, we offer you individual investment advice and consultation of your plans. In this way, you can take advantage of our know-how, while the final decision regarding a particular investment always rests with you.

Acceptace of Orders

With us, you gain access to investment instruments traded on global markets. We will provide you with all analytical data and trading platforms on which you can make your transactions simply and conveniently. You can make use of the TraderGO internet platform which we offer in cooperation with the Danish SAXO Bank or the Investiční makléř ČS (ČS Investment Broker) service which accepts your telephone orders.

Trust Funds

A trust fund is an ideal way of protecting the family wealth or corporate assets as well as providing long-term management. It can protect against unexpected events and legal risks and, if required, structure them for future transfer.

Private Equity

Through Private Equity, you can invest in companies that are not publicly traded. Investments are mostly directed at well-run small and medium enterprises with a prospective offer of products and services, highly qualified management and promising growth potential.

Rent

With selected investment products, you can take advantage of an annuity. All you have to do is choose the period and the amount you want to draw. Suitable for those who want further evaluation of their finances while ensuring regular income.

Stay safe from currency risk

We have prepared an option for currency risk hedging using forward (or swap) contracts as part of investment consulting for EPB clients on an exklusive basis. Forward contracts allow you to buy or sell foreign currencies with supply in the future at a price – Exchange rate – fixed today. If you plan on buying a high amount of a foreign currency in the future, a forward contract will allow you to protect yourself from unfavourable developments in the Exchange rate between the two currencies. Forward contracts, or forwards, are intended exclusively for hedging and spekulative transactions.

 

Discover more services

Financing

Financing

Lombard Loan
and Mortgage Loan

Banking Services

Banking Services

Premium services
and travel insurance

Wealth Management

Wealth Management

We will take care of your
family wealth in all aspects

We are here for you

Visit us

Our private bankers are at your disposal in many branches throughout the country.

© 2019 Erste Private Banking