For Kathrein Privatbank, 2021 was all about innovation. Along with adopting a brand new model id, it labored intensively on increasing its product vary.

From left: Wilhelm Celeda Chairman of the Board Harald P Holzer Member of the Board Stefan Neubauer Member of the Board

In troubled instances similar to these — overshadowed by struggle in Ukraine, provide chain issues, and inflation issues — the financial institution’s particular person asset administration guarantees customised funding options. Skilled threat administration is paired with sustainable returns.

With the brand new Kathrein Non-public Markets Platform, shoppers obtain digital entry to non-public fairness funds of famend international suppliers — even in small volumes. The choice and compilation of funds relies on a strict choice course of by the Kathrein Non-public Fairness group.

One other innovation is the Kathrein Sustainable International Megatrends fairness fund. Primarily based on sustainability standards, investments are made in chosen megatrends similar to digitalisation, well being, and urbanisation. The fund focuses on pioneers of the respective industries: investing immediately within the developments of tomorrow.

At Kathrein, the dedication to sustainability is intensive. The cautious collection of securities is carried out in co-operation with associate ISS ESG. Not solely are investments sustainable, however out of conviction, Kathrein “lives” ESG in-house.

The undertaking of an organization forest in Togo underlines this dedication. Nearly 4,000 bushes have been planted as a contribution to local weather safety and job-creation within the area.

In turbulent instances, actively managed funds repay. That is the benefit offered by the portfolio administration group, which boasts a long time of expertise: guaranteeing customised investments on behalf of shoppers.

Comparisons with the benchmark present the price of this technique. The Kathrein International Enterprise fairness fund, which focuses on defensive shares, has carried out strongly over the previous 18 months. Its Mandatum 25, 50, 70 combined funds have been every within the prime quartile of their peer group.

In instances like these, a gold account additionally is sensible. The Kathrein gold account is managed like a securities account, the place bodily gold is saved. The benefit is that clients can decide it up at any time. Kathrein Privatbank additionally gives a variety of certificates from worldwide recognised issuers. These are various, and supply revenue alternatives in any market scenario.

Kathrein shoppers profit from innovation, the best funding high quality, {and professional} threat administration — in even probably the most difficult of environments.

For additional data and threat warnings on the funding funds talked about, please go to kathrein.at and click on on “funding options”.


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