Discretionary Portfolio Management

  • Personal support and investment advice
  • High standards for selecting financial instruments
  • Tailored investment solutions
  • Active securities management

Discretionary Portfolio Management

Discretionary Portfolio Management is dedicated to investors who want a personalized management of financial resources by setting the portfolio structure and investment objectives according to the needs and wishes of investors.

Investor Compensation Fund

Suitability assessment

Top 5 Report

In terms of transactions within the scope of MiFID II regulations, namely discretionary portfolio management, these are the highest ranking eligible counterparties carrying out transactions with SAI Erste:

1. IEBA Trust: Volum tranzactionare: 01.01.2018 – 30.04.2019 = 37,029,283.85 RON, Raport top 5

2. BCR: Volum tranzactionare: 01.01.2018 – 30.04.2019 = 18,817,942.02 RON, Raport top 5

3. BT Capital Partners: Volum tranzactionare: 01.01.2018 – 30.04.2019 = 3,979,791.59 RON, Raport top 5

4. BRD: Volum tranzactionare: 01.01.2018 – 30.04.2019 = 0 RON, Raport top 5

Contact us

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An Erste Asset Management expert is happy to answer.