Thanks to the cooperation between OTP Private Banking and its partners, you can choose your investment portfolio from an extremely wide range of products, currently more than 700 international and domestic funds.
In addition to OTP’s own funds, we also draw on the expertise of reputable asset managers to provide access to investment instruments present in around 50 countries of the world.
Fund managers
The units of the following fund managers are available to OTP Private Banking clients.
OTP Fund Management
If you choose the investment funds of OTP Fund Management, experts of the largest asset manager of the domestic fund and asset management market will look after your investments. Choosing from the range of funds following different investment strategies, you can even compile a tailor-made portfolio that matches your own return expectations and risk appetite.
If you choose from the open-end investment funds of the OTP fund range,
- you can easily take advantage of financial market opportunities with the help of professionals;
- you do not need to tie up your money, and you can freely choose the duration and amount of your investment;
- you can increase your assets in line with your savings goals;
- you can access your investments at more than 220 locations across the country, as well as by phone and online.
Accorde
Accorde Fund Management is the fund manager of Concorde Group, the best-known member of the Group. Concorde Securities Ltd. is Hungary’s leading independent investment services company, which has won numerous professional awards, and the analytical team of which is considered one of the most distinguished professional workshops of the region. As an OTP Private Banking client, with the help of your advisor, you can choose from Accorde Fund Management’s several equity and absolute return funds with regional exposure, exploiting the team’s analytical expertise in your investments.
BlackRock
BlackRock deals with global investment management, risk management, and advisory services, offering both traditional and alternative investment products. Through the BlackRock funds, OTP Private Banking’s selection not only provides access to basically any securities, precious metals and commodities markets of the world, but it also allows you to invest in anything from mining through healthcare to new energy carriers and exotic sectors.
BNP
BNP Paribas Asset Management is the asset management business line of the BNP Paribas Group, which offers a complete range of asset management services to both institutions and retail clients across the world. The company employs nearly 700 investments professionals in 37 countries, each being a specialist of a certain investment method or product type.
Fidelity
Fidelity International provides world-class investment and retirement-savings solutions to institutions, retail clients, and their advisors. Relying on active, bottom-up analytic methods, the asset manager aims to identify growth opportunities or income streams that have not yet been priced in by the market, in order to provide outstanding returns to its clients. More information is available here.
Franklin Templeton
With 60 years of investment experience, Franklin Templeton Fund Management started distributing its investment funds in Hungary in 2007. The global investment organisation offers financial solutions primarily to individuals, institutions, pension funds, and companies in 150 countries worldwide. Through OTP Private Banking, you can choose from nearly 100 investment funds of the company.
HOLD Asset Management (formerly Concorde Asset Management)
HOLD Asset Management is an independent domestic company that puts great emphasis on the thorough and innovative expansion of its product portfolio. Both its equity and bond investments are thoroughly analysed, even for months, before the portfolio is compiled, ensuring professionally well-established, broad-spectrum opportunities. As an OTP Private Banking client, with the help of your advisor, you can choose the investment fund that suits you best from among HOLD Asset Management’s numerous offerings as well.
J.P. Morgan
J.P. Morgan Asset Management has been assisting its clients for more than 150 years in developing robust portfolios with outstanding return potentials. The asset manager works with more than a thousand professionals all over the world, examining all the important details during investment decisions, in order to uncover the best opportunities and important risks, aiming to develop portfolios with excellent return potentials. More information is available here.
PIMCO
PIMCO Investment Management is one of the market leading service providers in the field of active bond-focused asset management. The company has been helping its clients for nearly 50 years to achieve their investment objectives through its investment products, regardless of market conditions. PIMCO is one of the strongest representatives of bond investment funds, but it also has several outstanding funds in the multi-asset category, covering a wide range of asset classes.
Schroders
With a history of more than 200 years, Schroders is revered in the international financial scene and is listed by the London Stock Exchange as the largest asset manager. The company considers that exceptionally high-level customer service is one of its most important values, and this is why it cooperates with OTP Private Banking in distributing its products in Hungary.
VIG (formerly AEGON)
As a part of AEGON Global Asset Management, VIG Investment Fund Management Hungary operates as the flagship asset manager in Central and Eastern Europe. It is one of the three most determining players in the domestic investment market, but its international presence is not negligible either, being present in all the significant markets from the United States to Japan. In the distribution of its funds by OTP Private Banking, we offer you the most successful funds of the fund manager, allowing you to access the Russian and Turkish markets as well.
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