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
Do you have questions or would like to get more information?
An Erste Asset Management expert is happy to answer.