We know the value of money

The assets that we manage are more than just a set of numbers for us. We know that wealth itself is a means for our clients, but not their objective. And that is something that we can respect.

INDIVIDUAL PORTFOLIO

  • An investment portfolio in line with individual needs
  • Realize commission-based trades with various investment instruments
  • A wide range of investment instruments (mutual funds, corporate bonds, structured products, etc.)

ČSOB ASSET MANAGEMENT

Overview of Funds ČSOB Private Banking
Corporate and Institutional clients

QUALIFIED INVESTORS FUNDS

  • Funds tailored to clients' needs
  • Opportunity to participate in a fund's investment strategy
  • Investment instruments unavailable to individuals
  • Transparent legal form
  • Complete accounting and tax services

INDIVIDUAL DISCRETIONARY PORTFOLIO

  • Every portfolio is different – unique strategy
  • Personal consultation with the portfolio manager
  • Direct positions held by the client
  • Choice of portfolio currency in CZK, EUR or USD

PRIVATE PORTFOLIOS OF FUNDS

  • Individual choice of investment strategy
  • Detailed and transparent reporting
  • Actively managed by a local portfolio manager
  • Flexible management of currency hedging
  • Tax-optimized solution

CORPORATE AND INSTITUTIONAL PORTFOLIOS

  • Discretionary asset managment tailored to clients ' needs
  • Opportunity to build portfolios solely with fixed - coupon bonds
  • Low - cost and highly efficient strategies
  • Comprehensible reporting

SECURED AND STRUCTURED FUNDS

  • Sophisticated structured products with defined maturity and yield calculation
  • Funds with capital protection, conditional protection and without capital protection
  • A wide variety of structures for any given situation in the financial markets
  • Many years of experience of ČSOB / KBC group, leader in the Czech market with the highest long term market share

OPEN-END FUNDS

  • Equity, bond, money market funds, mixed funds
  • Diverse range of funds in various currencies
  • Broadly diversified funds
  • Funds targeted by region, sector and theme

ČSOB DEALING

BONDS

  • Primary issues of corporate bonds
  • Government bonds
  • Mortgage bonds

INVESTMENT CERTIFICATES

  • Certificates of investment in CZK, EUR and USD
  • Credit linked investment certificates

STRUCTURED DEPOSITS

  • Deposits tied to currency pairs

FX OPERATIONS

  • Individual spot transactions
  • Currency risk hedging

PROMISSORY NOTES

  • Promissory note programs with selected counterparties
  • In CZK, EUR and USD currencies

PATRIA GROUP

PATRIA FINANCE, a. s.

  • Specializing in direct equity trading and other investment instruments
  • Trades in global markets, including the Prague Stock Exchange
  • Online trading through Patria Direct internet platform
  • Roboadvisory platform indigo
  • Financial news service at Patria.cz
  • Exclusive benefit for private banking clients

PATRIA CORPORATE FINANCE

  • Transaction-related and corporate advisory

WHEN READY TO INVEST

With each investment are associated certain risks, particularly the risk of fluctuations in the current value of investments and the income from it. These risks we help you to manage following methods…

Fill in the investment questionnaire. We will find the most suitable strategies for you.

With our guidance and portfolio-based approach, your investment risks will be diversified.

To analyse and design your portfolio, we use unique software called Global Portfolio Management.

 

DOCUMENTS