Asset management with Schoellerbank
Schoellerbank is one of Austria's leading private banks. It offers long-term security for people of all ages. We focus on sustainable investment strategies and managing assets geared towards continuity. We always take the time to give personal advice and come up with individual solutions.
Our motto: Invest rather than speculate.
Many of our clients have entrusted us with their assets for generations, for everything from building individual securities portfolios to well-thought-out asset succession planning and specialised pension solutions. Our approach is long-term and based on creating value.
Our products for your investment portfolio
Investing with Schoellerbank begins with you. In a detailed consultation, our experts analyse your financial situation, your goals and your individual risk profile. Based on this information, we develop bespoke investment solutions tailored to your specific requirements.
Our experts will work with you to create your risk profile and establish your financial goals.
They then analyse current stock market opportunities, identify attractive equities and Schoellerbank funds, and develop structured products and tailor-made product solutions, if necessary. Our focus is on quality, transparency and a long-term approach. We generally attach great importance to portfolio diversification in order to ensure sustainable growth.
Our values: What we offer
In a world that is constantly changing, we offer you reliable constants. Our principles shape our daily work. We always ensure that we act in accordance with our corporate values in all areas. Our values create added value for you. What you can expect from us:
We take a long term view – not only with regard to financial products, but also in our responsible use of natural resources. For us, sustainability is not just a passing trend, but a fundamental value that guides our investment decisions.
Your life goals are the starting point for our advice. Through detailed analysis and forward-looking planning, we establish the financial basis for your aspirations, plans and life goals.
Passing on assets to future generations requires careful planning. Our experts will ensure that your life's work is preserved and continued in accordance with your wishes and with maximum efficiency.
Clear, comprehensible information is the basis for sound decision making. Our reports provide full transparency regarding your assets at all times. Our income statement also provides you with detailed information about your foreign assets held at Schoellerbank in accordance with the relevant country-specific tax laws.
Real estate is an important component of a diversified asset strategy. Our specialist partners identify attractive investment properties and support you with all aspects of real estate investments or sales. They have both the right properties for your investment needs and can answer your questions.
The right provision creates security for you and your family. Our team of experts develops personalised concepts to secure your long-term financial independence and provide for all life situations.
Would you like to retain control over your investments? We can help you with that too, and we will be happy to support you every step of the way. Our advisors will assist you with their in-depth market knowledge and provide you with tailor-made portfolio proposals that are precisely tailored to your risk profile and investment objectives.
When setting up a foundation, an important question is whether you can imagine relinquishing control over your assets. With a foundation, you relinquish that control. However, the purpose of a foundation is straightforward: to secure your assets in the long term and generate the necessary distributions.
