• Private Banking

    Private Banking

    Key elements of success:

    Quality and reliability

    Thorough portfolio planning

    Preservation and sustainable increase of our customer?s wealth

    Proactive, fair business partnership

Private Banking Services

Equilor Private Banking is the asset management business line of one of Hungary?s leading investment firms. We have earned the trust of our growing clientele, in addition to our success in enlarging our customers? assets, with our unquestionable discretion, as well as our efforts to build good personal relationships with clients.

Why is it worth choosing Equilor?s Private Banking service?

Our private bankers are among the most qualified professionals in the country. Due to their several decades of experience, they recognize advantageous investment opportunities, while observing current market vogues from an adequate distance. During the workflow, your private banker will?after assessing your needs?carry out a complex financial plan, then in the course of mutual consultations create an effective portfolio.

Our private bankers can be the most suitable managers of your assets not only on account of their professional qualifications. It is equally important for our colleagues to find a common tone with our customers, and create a confidential relationship that will contribute to the effective enlargement of your assets. Our colleagues are accessible continuously, and are at your disposal any time.

Our private bankers offer diversified investment instruments and techniques to you:

  • Bonds: a wide range of Hungarian and foreign government securities and corporate bonds.
  • Investment funds: direct access to hundreds of investment units, denominated in HUF and in foreign currencies, offered by numerous Hungarian and foreign fund managers and Equilor Asset Management Ltd.
  • Equities and currency futures: throughout the world with the cooperation of Equilor?s traders or online.
  • Portfolio management: with our almost two decades of experience we are at the disposal of our clients, focusing primarily on value-based investments.
  • Fine art investments: the experts of Equilor Fine Art will help you in building an art collection of permanent value, as well as in the execution of tasks connected to works of art.
  • Online trading platform: we offer two different quick and convenient online trading systems that are justifiably popular among our clients.
Pros and cons of a tax-deferred/tax-exempt account (TBSZ)

Pros and cons of a tax-deferred/tax-exempt account (TBSZ)

The long-term investment account (so-called TBSZ) is a special tax-deferred account, which can turn into a tax-exempt account after 5 years under certain circumstances. This is the key place for any domestic and foreign equity, bond, mutual fund or other financial asset. The advantages of the TBSZ include the possibility of investing without any restrictions over the full 5-year horizon. The key disadvantage is that amounts will be taxed with the ordinary tax rate and the account will be closed if those are redeemed prior to the 5-year deadline. Keeping investments and funds during the whole 5-year time horizon results in zero investment-related taxes.

INTEREST RATES ARE DEPRESSED, WHAT SHOULD I INVEST IN NOW? – PART 1

INTEREST RATES ARE DEPRESSED, WHAT SHOULD I INVEST IN NOW? – PART 1

Bertalan Nagy – director of Private Banking (For information in English, please call (+36 1) 430-3980)

Why should you choose Equilor Private Banking?

Why should you choose Equilor Private Banking?

When we talk about investments, the story is the same as in case of clothing. If someone walks into a fashion store, there are plenty of off-the-self products.  These are suitable for most customers and they are more than happy with those items. There is more and more need, however, for something unique and special, where only a Private Banker can provide the tailored-fit solution. The cooperation includes continuous discussion and monitoring of personal objectives and risk taking ability.

How to reach double-digit yield with your investments?

How to reach double-digit yield with your investments?

Generating double-digit yield is not impossible within the current low interest rate environment. The key point to consider is the amount of risk to take in this case. If the benchmark for the investments is the low central bank interest rate or low-yielding fixed income asset, one has to take into account the increased risk associated with higher yields. There is no free lunch at all when it comes to investments.If an investor would like to surpass the yield of government bonds, a portfolio should include higher-risk assets like corporate bonds, equities, mutual fund and/or leveraged derivative assets. In each case there is an elevated risk of loss of the invested amount; hence, there is higher need for the expertise of Equilor Private Banking team to reach the desired risk/yield goal.

Equilor 25th anniversary – what’s next?

Equilor 25th anniversary – what’s next?

Equilor has been an expert in the field of investments since 1990. Our goal is to provide personalised, unique investment advice to all our clients. There is no difference in the service when it comes to domestic or foreign equites, government and corporate bonds, mutual fund and other assets. Compared to a commercial bank, Equilor does not collect deposits and does not operate lending activity. Our focus is on investments, where we can provide tailored services and added value considering our expertise.

What documents are necessary to open an account?

What documents are necessary to open an account?

Equilor is able to open and manage securities accounts for private persons and corporate entities, too.  There is no restriction for nationality, therefore foreign-based companies and persons are also allowed to open an account with Equilor. Private customers will need a personal ID or a passport coupled with the tax registration card. For corporate clients, a copy of the company registration document, a specimen signature and the personal ID/passport of the company representative will be necessary to open an account. To schedule a meeting, call our customer service at +36-1-430-3980.

FIRST-CLASS SERVICE, FIRST-CLASS RETURNS

FIRST-CLASS SERVICE, FIRST-CLASS RETURNS

Our experts serve preferred private customers with decades of experience and customised advice. (For information in English, please call (+36 1) 430-3980)

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IF YOU HAVE CAPITAL, BUT NO TIME

IF YOU HAVE CAPITAL, BUT NO TIME

Do you need special service? Do you have considerable capital, but have no time to care for your investments? We will help you make the best decisions.

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TBSZ

TBSZ

How to spare taxes on long-term investments. As low as 0% TAX!

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NYESZ

NYESZ

How to spare taxes on long-term investments. As low as 0% TAX! (For information in English, please call (+36 1) 430-3980)

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Trading tips every day

Daily FX trading recommendations, with a success history of 6 years. Get it free for a trial period of 1 month! (For information in English language please call: +36 1 436 7015)

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Primus investment fund

One of the most successful products of Equilor Asset Management Ltd., its objective is to mix the best performing Hungarian investment funds into a successful portfolio. Return in 2014:  5.33%

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