Imagine a partner who has enjoyed consistent success in the financial world for over 30 years. This is Schoellerbank Invest AG – your expert for innovative and tailor-made investment products. The secret of our success? A team of passionate financial professionals with in-depth expertise, supported by an experienced management team and supervisory board. We are a small but exclusive fund boutique with vision, combining the power of customer proximity with the strength of global expertise.
What distinguishes Schoellerbank Invest AG from Schoellerbank AG
What is the difference between Schoellerbank and Schoellerbank Invest AG? In simple terms, the division of tasks is as follows: While Schoellerbank takes care of asset management for clients, we concentrate on developing the products they need. We develop funds and customised investment products for UniCredit Group
Our success is built on two main pillars:
Deep regional expertise:
Thanks to our strong regional presence in Austria, we know exactly what our customers need and can incorporate this knowledge into our product development.
International networking, local implementation:
As a subsidiary of UniCredit Group, we have access to international networks and information - an invaluable advantage that raises the quality of our products to an international level. This combination of local roots and international expertise makes us unique in the market and enables us to offer financial solutions that are second to none.
The success story of Schoellerbank Invest AG
Since its foundation in 1994, Schoellerbank Invest AG has stood for reliability and successful fund products. Over three decades, we have proven that we can deliver consistent quality even in turbulent market phases. This consistency, coupled with our ability to adapt to new market conditions, makes us a reliable partner for investors in Schoellerbank, UniCredit Bank Austria and the UniCredit Group.
Executive Board
Mag. Thomas Meitz CEO
Thomas Meitz has been Chairman of the Management Board of Schoellerbank Invest AG since 1998. He is responsible for risk management, compliance, legal and tax matters, as well as internal operations and organisation.
He entered the banking world after completing his studies in business and administrative information technology (now business informatics) at Johannes Kepler University in Linz, where he wrote his thesis in 1989 on the development of securities portfolios. He then joined Allgemeine Sparkasse KAG in Linz as an authorised signatory and fund manager. He was responsible for various bond portfolios and for legal and tax aspects of the funds at KAG.
From 1994 to 1997, Thomas Meitz was managing director of SKWB-INVEST KAG in Salzburg. He managed the entire KAG and played a key role in establishing the investment company and the fund business of Schoellerbank. From 1998 to 2010, he was also a member of the Management Board and the Presidium of the umbrella organisation of Austrian management companies, the Association of Austrian Investment Companies (VÖIG).
Mag. Jörg Moshuber
Chief Investment Officer
Jörg Moshuber, CIO and member of the Executive Board at Schoellerbank Invest AG, began his career in the financial sector over two decades ago.
He started out in risk management at Bank Austria's asset management company. He then moved to the bond and currency management department. Moshuber subsequently took over the management of multi-asset portfolios at Pioneer Investments, focusing on equities, bonds and credits.
He specialised in ESG fund management and quantitatively supported multi-asset models for optimising the risk/return ratio of funds. Prior to his appointment to the Management Board of Schoellerbank Invest AG, he was Global Head of Multi Asset Balanced, Income and Real Return ESG Solutions at Amundi. He also served on working groups for the EU Ecolabel and ESG ISO standards.
Fund Management - the brains behind our success
The fund management of Schoellerbank-Invest AG has been headed by Michael Schützinger, Head of Fund Management, since August 2024. He has held various positions at Schoellerbank Invest AG (formerly SKWB Invest AG) since April 1994.
Each team member brings a unique wealth of experience and specific expertise that makes our portfolio so diverse and successful.
Discover a partner that supports your financial goals with expertise, innovation and passion. Benefit from our decades of experience and the perfect combination of regional strength and international networking.
He began his career at Schoellerbank Invest AG (formerly SKWB-Invest) in 1994, the year of the company's foundation. He initially worked as an assistant to the managing director. As well as helping to build up the company, he supported the management team with all matters. He was then primarily responsible for reporting, tax and legal matters before taking on a management role overseeing the company's own fund of funds (public and large investor funds), as well as the sales support and branch management division. In February 2001, he was appointed to the Management Board of Schoellerbank Invest AG (CIO), taking primary responsibility for the management of funds of funds and advisory funds, fund analysis, fund administration and information services. From October 2019, he was responsible for the entire fund management division (funds of funds and individual securities funds), including sales support, information services, and fund administration. He has been Head of Fund Management at Schoellerbank Invest AG since August 2024.
He began his professional career in 2004 as an online editor at the financial portal boerse.de in Rosenheim after completing his studies in Business Administration (FH). Two years later, he took up a new challenge at Hanseatic Brokerhouse in Hamburg. There he worked as a CFD broker and was able to further deepen his knowledge of the stock market. In early 2008, he started his current role as an asset manager at Schoellerbank in Salzburg. In mid 2008 he moved to Schoellerbank Invest. There, Alexander Adrian continues to work on ethical investments. He is also responsible for the Schoellerbank Ethik Vorsorge fund, which he has managed as a fund advisor since 2009.
He joined Schoellerbank AG in the autumn of 2007 and was initially responsible for asset management with funds. From 2010, he focused on asset management with individual securities with an emphasis on equity-heavy mandates, the management of special funds and stock selection. In October 2019, he moved to Schoellerbank Invest AG, where he now works as a fund manager for investment and special funds with a focus on equities. He started his professional career in 2000 at the online broker direktanlage.at, where he acquired in-depth knowledge of securities and investments over a period of more than 6 years. In 2008, he graduated from the University of Applied Sciences in Salzburg with a degree in Business Administration, specialising in finance & controlling.
She began her professional career in banking in 1996, initially gaining experience in securities consulting. She now has almost three decades of experience in the securities industry. After joining Schoellerbank Invest AG in 2001 and successfully completing her training as a Certified Portfolio Manager (CPM), she began working in fund management. She is currently responsible for managing Schoellerbank Invest AG's funds focused on the health and resources sectors, including sector analysis, stock selection and all related tasks.
He has been with Schoellerbank AG since 1996. He began his professional career at Bankhaus Berger in Salzburg in the foreign payment transactions department and then at Bayerische Vereinsbank in Munich as a client advisor. During his time in Munich, he completed a course in business administration at the Academy of Administration and Economics (Munich) while working. He joined Schoellerbank as a client advisor and, from 1998, worked in asset management as a fund manager and in the area of structured products. He has been in portfolio management at Schoellerbank Invest AG since February 2023.
He joined Schoellerbank Invest AG in 2023. After completing his studies in Kiel, he began his banking career in 1999 as a fund and portfolio manager in private banking at Berenberg Bank in Hamburg and remained in his role during his time at PEH-Wertpapiermanagement and Bankhaus Schelhammer & Schattera before moving to the treasury department of the GRAWE Banking Group following its takeover in 2016. He joined Schoellerbank Invest AG´s portfolio management team in the area of interest rate markets in April 2023. As a fund manager, Mr Jander is primarily responsible for various bond and mixed funds in the public and special funds sector.
He began his professional career in 1998 as an account manager at HYPO Oberösterreich. After moving to Salzburger Landes-Hypothekenbank AG as a private customer advisor specialising in investments, in 2002 he was given the opportunity to deepen his specialist knowledge in the asset management division of the then SKWB Schoellerbank AG. Until the end of 2013, he supported clients int the Asset Management Information Service division with his market knowledge, analyses and expert commentary. At the beginning of 2014, Mr Kastler joined Schoellerbank Invest AG. Since then, Mr Kastler has been responsible for special mandates and investment funds as a fund manager.
He started his banking career in 2004 at direktanlage.at AG in the area of account/deposit management and securities services. In February 2014, he moved to Schoellerbank Invest AG, where he was responsible for sales support and information services as well as the preparation of monthly publications. After completing his Certified Portfolio Manager (CPM) training in 2016, his responsibilities were extended to include the management of advisory funds. Since 2022, his focus as a fund manager has been on managing and supporting our advisory funds in line with Schoellerbank AG's asset management.
He began his professional banking career in 1995 as an employee of Salzburger Landes-Hypothekenbank. In early 2001 he moved to Schoellerbank Invest AG. He was responsible for sales support in Austria and the preparation of monthly publications. Since 2005, he has been a member of the fund of funds management team, with primary responsibility for five Schoellerbank funds and co-responsiblility for the analysis and selection of investment funds. Mr Saringer has completed a number of additional training courses/examinations in his professional career - e.g. Bankkaufmann I & II, Certified Portfolio Manager (CPM).
He has over 30 years of experience in the banking sector. He began his career at Volksbank Vöcklabruck, where he managed securities settlement for many years. In 2000 he joined Schoellerbank Invest AG, taking responsibility for the management of advisory funds, sales support and information services. He is also responsible for third-party fund administration contracts.
He has been with Schoellerbank AG since 1998. After several years in securities processing, he moved to securities trading in 2001, where he was responsible for bonds, certificates and derivatives. In addition to his job, he studied financial management at the Johannes Kepler University in Linz and graduated in in 2013. In 2015, he joined the Asset Management Research Team of the KAG. In September 2018, he joined the portfolio management team in the area of interest rate markets.
He joined Schoellerbank Invest AG in 2004. Mr Spittaler is the specialist manager for equity funds and funds of funds. In addition, he is primarily responsible for various equity and special funds as a fund manager and is also part of the fund of funds team. He started his banking career in 1995 at Raiffeisenverband Salzburg as an employee of the Raiffeisen Club. In 2000, he joined the former SKWB Schoellerbank as a securities trader. Mr Spittaler is a certified securities trader and has numerous additional qualifications, including training as a Certified Portfolio Manager (CPM).
Hierbei handelt es sich um eine Marketingmitteilung der Schoellerbank Invest AG. Sie stellt weder eine Finanzanalyse, eine Analageberatung, eine Empfehlung zum Kauf oder Verkauf noch ein Angebot oder eine Einladung zur Angebotsstellung zum Kauf oder Verkauf von Finanzinstrumenten und Veranlagungen dar. Diese Marketingmitteilung wurde nicht im Einklang mit Rechtsvorschriften zur Förderung der Unabhängigkeit von Finanzanalysen erstellt und unterliegt auch nicht dem Verbot des Handels im Anschluss an die Verbreitung von Finanzanalysen. Die enthaltenen Informationen basieren auf dem Wissensstand und der Markteinschätzung zum Zeitpunkt der Erstellung - vorbehaltlich von Änderungen und Ergänzungen. Die Informationen beruhen auf Quellen, die wir als zuverlässig erachten. Eine Garantie für deren Vollständigkeit oder Richtigkeit kann nicht übernommen werden. Da jede Anlageentscheidung einer individuellen Abstimmung auf die persönlichen Verhältnisse der Anleger:innen bedarf, ersetzt diese Information nicht die eingehende persönliche Beratung und Risikoaufklärung durch die Kundenberater:innen im Rahmen eines Beratungsgesprächs. Wir weisen darauf hin, dass die Prospekte, die Informationen für Anleger gemäß § 21 AIFMG sowie die Basisinformationsblätter (BIB) aller in dieser Publikation genannten, von uns verwalteten Investmentfonds entsprechend den Bestimmungen des InvFG und des AIFMG erstellt wurden, wichtige Risikohinweise enthalten und die alleinige Verkaufsunterlage darstellen. Die veröffentlichten Prospekte, die Informationen für Anleger gemäß § 21 AIFMG, sowie die Basisinformationsblätter (BIB) der Schoellerbank-Fonds in deutscher Sprache in der jeweils aktuellen Fassung stehen den Interessent:innen unter www.schoellerbank.at/fondspublikationen kostenlos zur Verfügung. Die Berechnung der Fondserträge erfolgt als finanzmathematische Rendite nach der offiziellen OeKB-Methode ohne Berücksichtigung von Ausgabe- und Rücknahmespesen, KESt und Wiederanlagerabatt. Bitte beachten Sie, dass die errechneten Werte von Investmentfonds Schwankungen unterliegen können. Die Wertentwicklung der Vergangenheit lässt keine verlässlichen Rückschlüsse auf die zukünftige Entwicklung eines Fonds zu. Im Rahmen der Anlagestrategie können einige Investmentfonds bis zu 100 v.H. ihres Fondsvermögens in andere Investmentfonds investieren. Aufgrund der Zusammensetzung ihres Portfolios können Investmentfonds eine erhöhte Volatilität aufweisen. In den durch die FMA bewilligten Fondsbestimmungen können Emittenten angegeben sein, die zu mehr als 35 v.H. im Fondsvermögen gewichtet sein können. Marktbedingt geringere oder sogar negative Renditen von Geldmarktinstrumenten bzw. Anleihen können die Nettoinventarwerte der Investmentfonds negativ beeinflussen bzw. nicht ausreichend sein, um die laufenden Kosten zu decken. Irrtum und Druckfehler vorbehalten. Zu den Beschränkungen des Vertriebes der Schoellerbank-Fonds an amerikanische Staatsbürger:innen entnehmen Sie die entsprechenden Hinweise auf Seite 3 f des Prospektes des jeweiligen Fonds. Die Schoellerbank Invest AG ist eine 100%ige Tochtergesellschaft der Schoellerbank Aktiengesellschaft. Eine Zusammenfassung der Anlegerrechte in deutscher Sprache sowie Informationen zur Beendigung des grenzüberschreitenden Vertriebs in einem Mitgliedsstaat finden Sie hier.
