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Investment, Wealth and Savings (IWS) 2019

Date: 21st March 2019   Location: New York Palace Budapest

  • Will 2019 be a crisis year? What to invest in?
  • What should investors prepare for post-Brexit?
  • Can Hungarians be diverted from retail government securities?
  • What new products and services can be used to compete for customers?
  • What will happen to traditional investments? Will alternative solutions gain ground?
  • Star bankers and brokers in one place – What do customers need?

Our speakers among others

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Bálint Attila
Raiffeisen Private Banking
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Barcza György
Government Debt Management Agency
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Büki András
Investment Director
OTP Alapkezelő
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Fekete Gábor
Private Banking Team Leader
Friedrich Wilhelm Raiffeisen
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Horváth István CFA
K&H Bank Private Banking
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Juscsák György
Executive Director
JP Morgan Asset Management
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Kadocsa Péter
Chairman and CEO
Aegon Magyarország Befektetési Alapkezelő Zrt.
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Králik István
lead personal banker
MKB Bank Private Banking
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Madár István
Senior Analyst
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Hans-Jörg Naumer
Global Head of Capital Markets & Thematic Research
Allianz Global Investors
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Rotyis József
lead personal banker
SPB Private Banking
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Szabó László
HOLD Alapkezelő
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Tardos Gergely
OTP Bank
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Vadas Gyula
Desk Manager Senior Private Banker
Erste Private Banking
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Virovácz Péter
private banking consultant
ING Bank
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Vízkeleti Sándor
BAMOSZ elnöke
Amundi Alapkezelő Zrt.
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Zsiday Viktor
Plotinus Nyrt.

Why you should come?

2018 was a rough year for capital markets as ongoing geopolitical tensions, the weak performance of emerging markets, and the trade war between the U.S. and China all presented considerable challenges to investors looking for returns. Inflation and higher yields have entered the global market, major central banks have settled for tighter monetary policies, while the U.S. bond market became so overwrought that professionals now look to emerging markets for notable yields in 2019.

At present, it appears 2019 will not be an easier year for yields, either: many are anticipating the next crisis, and with virtually non-existing yields, cash could become one of the most popular products in the market in 2019. One of the major challenges to investment professionals and financial consultants in 2019 will be to entice customers from their defensive positions, as well as their savings from under their mattresses.

The morning programme of the Portfolio Investment, Wealth and Savings (IWS) 2019 trade conference will attempt to outline a framework of the investment, wealth management and savings markets in 2019 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts. In the afternoon section of the event, we will seek to answer what future sales trends will be; how customer satisfaction can be increased; what new products can help increase the profit margins of fund managers, private banks and other players in the investment and savings market; and also what investments can offer viable alternatives to retail government securities, with a special focus on alternative investments.

Our Sponsors


Aegon Alapkezelő Zrt., Allianz Global Investors, Allianz Investmentbank AG, Amundi Alapkezelő Zrt., Aranykor Önkéntes Nyugdíjpénztár, Bank Gutmann, Biggeorge Alapkezelő Zrt., Brokerchooser, Budapest Alapkezelő Zrt., Budapest Bank Nyrt., Budapesti Corvinus Egyetem, Budapesti Értéktőzsde Zrt., C&A Mode Kft., CIB Bank, CIB Befektetési Alapkezelő Zrt., Concorde Értékpapír Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Dél TAKARÉK Szövetkezet, DIALÓG Befektetési Alapkezelő Zrt., Diófa Alapkezelő Zrt., Dorsum, Életút Nyugdíjpénztár, Equilor Befektetési Zrt., Erste Alapkezelő Zrt., Erste Asset Management, ERSTE Bank Hungary Zrt., Erste Private Banking, Farkas Yvette Ügyvédi Iroda, Fidelity International, FÓKUSZ Takarék, Generali Alapkezelő Zrt., Generali Biztosító Zrt., Groupama Biztosító Zrt., Hold Alapkezelő Zrt., Honvéd Közszolgálati Önkéntes Nyugdíjpénztár, Impact Alapkezelő Zrt., JP Morgan Asset Management, K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., KH Bank Zrt., KPMG Tanácsadó Kft., LDG Capital Zrt., MagNet Bank, Magyar Fejlesztési Bank, Metlife, MKB Bank Zrt., MKB-Pannónia Alapkezelő, MSCI, Niveus Consulting Group, OTP Alapkezelő, OTP Bank Nyrt., OTP Ingatlan Befektetési Alapkezelő Zrt., OVB Vermögensberatung Kft., Piendel Kft., Plotinus Nyrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Random Capital, Richter Nyugdíjpénztár, Rigg Vagyonkezelő Zrt., RSM Hungary Adótanácsadó és Pénzügyi Szolgáltató Zrt., SaxoBank, SEVERINUS Kft., SPB Befektetési Zrt., Takarék Csoport, Thomson Reuters Magyarország Kft., T-Online, Tópart Üzemeltetési Kft., UniCredit Bank Hungary Zrt., Weldekom Kft...

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Premium banking advisors
  • Private banking advisors
  • Insurance intermediaries
  • Advisors of investment firms
  • Product managers
  • Brokerages
  • Fund managers
  • Bank branch salespersons
  • Everyone interested in the world of investments



Ágnes Árgyelán


Sándor Takács

Organisation, general questions

Kata Tóth
Lili Mádai
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