Established in 1997 Concorde Asset Management’s private wealth management business was the first of its kind in Hungary and developed rapidly both in size and in renown. It also won numerous awards, but most importantly the trust of our clients. This business line, which besides investment management services entails financial planning, risk management, and in general the safeguarding of family wealth, is supported by an in-house team of private bankers.
Our private bankers enjoy the proximity to CAM’s portfolio management business allowing them to easily access in depth information about certain investment strategies and decisions. Regular contact with the private bankers also benefited the portfolio managers by providing them with first hand feedback of client expectations. A focus on long term performance as well as reliability and trust had shaped the investment philosophy of CAM’s portfolio management team. This approach had also benefitted our long term bespoke institutional business.