Lines of Business

Institutional Asset Management

Our range of services for institutional clients is as follows:
  • Classic asset management and advice on asset allocation models
  • Structuring of securities, funds and derivatives
  • Issuing and management of complex bond structures
  • Issuing and management of alternative investments
  • Issuing and trading of the widest variety of bonds in Eastern Europe
  • Pre-sales and after-sales service from a high caliber team of financial mathematicians
  • Inhouse Financial Engineering
  • Regular reporting: Full evaluations and reports on portfolios
  • Trading in all securities

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Institutions


Private Asset Management

Our range of services for you:
  • Individual strategic asset planning
  • Structuring of tailor-made individualized approaches
  • A decisive edge in terms of knowledge and information thanks to close collaboration with the Institutional Asset Management Department
  • Development of specialized products tailored to the special needs of wealthy retail clients
  • Tax optimization
  • Fundamental and technical in-house analysis (risk, returns, correlation, Sharpe ratio, tracking error, ...)
  • Ongoing monitoring/management of individual fund positions
  • Maintenance of intervention levels
  • Ongoing examination of new funds
  • Maximum discretion and absolute confidentiality

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Private


Fund Development and Fund Management

An important tool in our comprehensive approach to client care is the Bank’s own investment company. As Austria’s first investment company, Julius Meinl Investment GmbH engages the world’s best advisors for its own highly successful funds managed in-house. Its range of products extends from various stock and bond funds and several fund-of-funds to funds covering four asset categories. All are managed as public funds and special funds for major investors.

Flexibility, creativity and performance orientation form the strong backbone of Julius Meinl Investment Ges.m.b.H.
A host of awards from international rating agencies confirms the successful approach our investment company has chosen.

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Funds