Many in Hungary are still not aware that private banking services are more than classic merchant banking services without the queues at the branches. Private banking rather involves the development of a long-term investment strategy tailored to our client's individual requirements.

Through the private asset management services or the so called portfolio management the asset manager and the client set up a self-tailored financial plan along with the investment policy. While the portfolio manager regularly informs the client of the delivered financial decisions, in addition, they provide consultancy services in connection with any of the client's financial inquiries. Our clients can attest to the fact that even a small piece of advice can be highly valuable if they can use it to save money or protect themselves from unnecessary risks (to avoid certain investment organisations, junk bonds, and other "sure thing" investment plans).

By utilising Concorde's private banker, you can rely on an experienced and committed financial aid.