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Meinl Bank

Wealth
Planning

Working together with the client, our experienced
investment professionals identify the client’s financial
needs and requirements, taking into consideration
personal circumstances

  • We listen to our clients
  • We understand their financial challenges, constraints and objectives
  • We look at the impact of taxation at every stage
  • We identify the right investment structures and strategies
  1. Asset Allocation

    STRATEGIC ASSET PLANNING AND ADVICE

    Asset allocation covering all major asset classes: cash / money market, fixed income, equity and alternative investments

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  2. Open Market Investments

    MONEY MARKET INVESTMENTS, GOVERNMENT AND CORPORATE
    BONDS, LISTED AND OVER-THE-COUNTER EQUITIES

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  3. Manager Selection

    INDEPENDENT, BESPOKE RECOMMENDATION AND ADVICE
    ON SELECTION OF FUNDS

    Selection from 3rd party managers and strategies, as well as in-house. Alternative pathways to invest in underlying assets: UCITS, ETFs, structured products, private structures

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  4. Monitoring

    ONGOING MONITORING OF OPEN MARKET AND
    FUND INVESTMENTS

    Regular reporting of portfolio information, On-going asset allocation recommendations
    On-going dialogue between the client and our manager

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