Portfolio management

Asset management of Stability Savings Accounts (SSA)

Our company undertakes to manage SSA (Stabilitás Megtakarítási Számla – SMSZ) government security portfolios for private individuals. On the basis of preliminary consultations, we ensure the active asset management of government security portfolios within the framework of a personalised structure.

Portfolio management

Changes in capital market experienced in recent years have increased the need for a high-quality, active asset management service, which is a reasonable choice for investors in the very low interest rate environment experienced recently, in order to achieve yield above risk-free interests.

In case of asset management services, our principal objective is to find the most appropriate portfolio structures for our customers, which are in accord with the expectations of our partners both in the risk level and in the expected return.

Our company offers a wide variety of portfolio management programs to our individual and institutional customers, thereby adapting to the size of the assets and the wishes of customers. Whichever asset management program is chosen, we offer an actively managed asset management service to our customers.

START Asset Management Program

We recommend this program to those customers who wish to place money between HUF 1 and 5 million in asset management. The asset manager invests primarily in instruments of the foreign exchange market, with the help of a similarity diagram model developed by Marketprog. This investment program is realised in an online trading account, within a timescale of a particularly active asset management (day- and swingtrading).

Characteristics and benefits:

  • Low starting capital, even from HUF 1 million
  • Attractive fee structure
  • Nominative individual account
  • Currency portfolio management
  • Model-nature asset management concept
  • Active portfolio management
  • Strict risk management
  • Risk level can be chosen individually

MULTI ASSET CLASS Asset Management Program

We recommend this program to those customers who wish to place money between HUF 5 and 20 million in asset management. The asset manager invests primarily in instruments of the foreign exchange market and derivatives of the commodity market and stock market, with the help of a similarity diagram model developed by Marketprog. There may be medium-term positions in asset management based on technical analysis, which are derived from the combination of technical and fundamental analyses. This investment program is realised in an online trading account, within a timescale of a particularly active short-term (day- and swingtrading) and medium-term asset management.

Characteristics and benefits:

  • Low starting capital, even from HUF 5 million
  • Attractive fee structure
  • Nominative individual account
  • „Multi Asset” portfolio management
  • Well diversified portfolio
  • Model-nature asset management concept
  • Active portfolio management
  • Strict risk management
  • Risk level can be chosen individually

EXCLUSIVE Asset Management Service

We recommend this asset management service to customers with assets above HUF 20 million. Our partners may choose a portfolio composed of any asset classes, thus the asset management activity in itself is carried out under a specific agreement concluded with customers, whereby our company assesses the degree of risk that is wished to be run by customers, and the degree of expected return. We offer a personalised portfolio composition on the basis of preliminary consultations, which contains asset classes, risk level, duration and the expected yield potential that are most appropriate to the owners of the portfolio. The asset management activity may take place in securities or trading accounts of customers that were opened with any domestic or foreign financial institution.

Characteristics and benefits:

  • Starting capital from HUF 20 million
  • Attractive fee structure
  • Nominative individual account
  • Investment policy agreed and established together with customers
  • „Multi Asset” portfolio management
  • Short-term and long-term portfolio items
  • Starting capital from HUF 20 million
  • Attractive fee structure
  • Nominative individual account
  • Investment policy agreed and established together with customers
  • „Multi Asset” portfolio management
  • Short-term and long-term portfolio items