Discretionary Portfolio Management

for people who demand better

Your personal managed investment solution, tailor-made to your needs

"We consider portfolio management for private banking clients as being a prime investment service. Together with a team of experienced portfolio managers we design and manage tailor made investment solutions. Our team is embedded into the investment division of Erste Asset Management and has access to the broad know how across all asset classes.

Wealth creation is our purpose, prudence is our duty and transparency is our culture.“

Thomas Bobek, Head of Portfolio Management

Our approach

At Erste Asset Management our principal goal is to ensure that we meet your expectations with a maximum of transparency. Guided by your objectives and risk tolerance we construct and manage tailor made investment portfolios.

Our DNA

The profitability of your portfolio is our paramount priority – guided by the overarching principle of building trust. We aim to establish long term relationships and manage your portfolios based on successful and sustainable strategies.

Contact us

Do you have questions?

We look forward to hearing from you!

Disclaimer

This document is an advertisement. Unless indicated otherwise, source: Erste Asset Management GmbH. Our languages of communication are German and English.

The prospectus for UCITS (including any amendments) is published in Amtsblatt zur Wiener Zeitung in accordance with the provisions of the InvFG 2011 in the currently amended version. Information for Investors pursuant to § 21 AIFMG is prepared for the alternative investment funds (AIF) administered by Erste Asset Management GmbH pursuant to the provisions of the AIFMG in connection with the InvFG 2011. The fund prospectus, Information for Investors pursuant to § 21 AIFMG, and the key investor document/KID can be viewed in their latest versions at the web site www.erste-am.com within the section mandatory publications  or obtained in their latest versions free of charge from the domicile of the management company and the domicile of the custodian bank. The exact date of the most recent publication of the fund prospectus, the languages in which the key investor document is available, and any additional locations where the documents can be obtained can be viewed on the web site www.erste-am.com. A summary of investor rights is available in German and English on the website www.erste-am.com/investor-rights as well as at the domicile of the management company.

The management company can decide to revoke the arrangements it has made for the distribution of unit certificates abroad, taking into account the regulatory requirements.

This document serves as additional information for our investors and is based on the knowledge of the staff responsible for preparing it at the time of preparation. Our analyses and conclusions are general in nature and do not take into account the individual needs of our investors in terms of earnings, taxation, and risk appetite. Past performance is not a reliable indicator of the future performance of a fund.