Kövesse LinkedIn és Facebook oldalunkat!
Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

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

speaker image

HOLD Alapkezelő
speaker image
Al-Hilal István
Fidelity International
speaker image
Árgyelán Ágnes
speaker image
Bálint Attila
Raiffeisen Private Banking
speaker image
Bán Zoltán
Net Média Zrt. (Portfolio)
speaker image
Barcza György
Government Debt Management Agency
speaker image
Benczédi Balázs
MKB-Pannónia Alapkezelő
speaker image
Biró Gergely
OTP Real Estate Fund Management
speaker image
Büki András
Investment Director
OTP Alapkezelő
speaker image
Cinkotai Norbert
Head of Research & Content
KBC Equitas
speaker image
Czeiler-Fóris Angelika
Impact Alapkezelő Zrt.
speaker image
Fekete Gábor
Private Banking Team Leader
Friedrich Wilhelm Raiffeisen
speaker image
Fischer Bálint
Chief Business Development Officer
speaker image
Hardy Ilona
Founder, President of Board of Directors
Aranykor Önkéntes Nyugdíjpénztár
speaker image
Horváth István CFA
K&H Bank Private Banking
speaker image
Hosszú Ferenc CFA
Director, Commodities
OTP Alapkezelő Zrt.
speaker image
Juscsák György
Executive Director
JP Morgan Asset Management
speaker image
Kadocsa Péter
Chairman and CEO
Aegon Magyarország Befektetési Alapkezelő Zrt.
speaker image
Kardos Zsolt
Senior product manager
Aegon Alapkezelő
speaker image
Konkoly Miklós
Generali Alapkezelő
speaker image
Králik István
Lead personal banker
MKB Bank Private Banking
speaker image
Kuti Zsolt
speaker image
Madár István
Senior Analyst
speaker image
Máté-Tóth István
Deputy CEO of Business Development
Budapest Stock Exchange
speaker image
Móró Tamás
Chief Strategist
Concorde Értékpapír Zrt.
speaker image
Hans-Jörg Naumer
Global Head of Capital Markets & Thematic Research
Allianz Global Investors
speaker image
Országh Mihály
Head of Specialized Finance Directorate
K&H Bank
speaker image
Bertrand Pujol
Global Head of Partnership & Services - Marketing Retail
Amundi Asset Management
speaker image
Rotyis József
Lead personal banker
SPB Private Banking
speaker image
Somlai László
Head of Sales Department
Erste Private Banking
speaker image
Szécsényi Bálint
Equilor Befektetési Zrt.
speaker image
Tardos Gergely
OTP Bank
speaker image
Trippon Mariann
Senior Analyst
CIB Bank
speaker image
Vadas Gyula
Desk Manager Senior Private Banker
Erste Private Banking
speaker image
Virág Ferenc
RND Solutions Zrt.
speaker image
Virovácz Péter
Lead analyst
ING Bank
speaker image
Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.
speaker image
Zsiday Viktor
Citadella alap

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

Gold Sponsor

Aegon Befektetési Alapkezelo

Silver Sponsor

Bronze Sponsor


Let’s watch out for each other!

Please follow our safety instructions

  • Please keep 1,5 m distance from others!
  • Wash your hands often and thoroughly!
  • Please use the provided hand sanitizer!
  • Cover your cough or sneeze with a tissue, then throw it out and wash your hands!
  • Avoid handshakes, greet with elbow bumps!
  • We recommend to wear a mask during the conference!

Thank you for your cooperation!

Let’s be safe together!

We are looking out for you!

We ensure maximum safety of our events!

  • The number of attendees at our events are limited
  • Ozone air disinfection method is used in conference rooms
  • Disinfection and air purifier machine is operated during the whole day
  • Contactless, safe entry is guaranteed by QR code
  • Body temperature is checked with thermal imaging camera at entrance
  • Staff and hostesses are wearing masks and working in gloves at all times
  • Hand sanitizer and masks are provided for our attendees
  • Seating arrangements made with the appropriate distance


Advocate Business Consulting Informatikai Kft., Aegon Magyarország Befektetési Alapkezelő Zrt., ÁKK Zrt., Államadósság Kezelő Központ Zrt., Allianz Global Investors, Amundi Alapkezelő Zrt., Amundi Asset Management, Aranykor Önkéntes Nyugdíjpénztár, Arnold Investments Kft., Aston Vagyonkezelő Kft., Axiom Alapkezelő Zrt., B3 Takarék Szövetkezet, BAMOSZ, Bauer Magyarország Kft., Budapest Alapkezelő Zrt., Budapest Bank Zrt., Budapesti Értéktőzsde Zrt., CIB Bank, Concorde Értékpapír Zrt., Danubius Expert Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Dialóg Alapkezelő Zrt., Diófa Alapkezelő Zrt., Dorsum, Equilor Befektetési Zrt., Erste Alapkezelő Zrt., Erste Bank Hungary Zrt., Erste Private Banking, Estland Kft., EverSpring Capital Partners, EVK Szakkollégium, Felsofokon.hu, Fidelity International, Fókusz Takarékszövetkezet, Friedrich Wilhelm Raiffeisen, Generali Alapkezelő Zrt., Groupama Biztosító Zrt., Hold Alapkezelő Zrt., Impact Alapkezelő Zrt., ING Bank, JP Morgan Asset Management,

K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., KBC Equitas, KBC Securities Magyarországi Fióktelepe, Magyar Nemzeti Bank, Magyar Posta Befektetési Zrt., Magyar Posta Zrt., Magyar Takarékszövetkezeti Bank Zrt., Mapalsa Kft., MetLife, MKB Bank Private Banking, MKB Bank Zrt., MKB Pannonia, MKB Private Banking, MKB-Pannónia Alapkezelő, MNB, Műtárgy.com Kft., OKFON ZRt., OTP Alapkezelő Zrt., OTP Bank Nyrt., OTP Bank, Elemzési Központ, Önkéntes Pénztárak Országos Szövetsége, PASSINVEST, Portfóliókezelő, ProfitLine.hu, Raiffeisen Bank Zrt., Raiffeisen Befektetési Alapkezelő Zrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Random Capital Zrt., Refinitiv, RND Solutions Zrt., Sberbank, SPB Private Banking, Takarék Csoport, Takarékbank Zrt., UniCredit Bank Hungary Zrt.

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


Investment, Wealth and Savings (IWS) 2019


Organisation, general questions

Kata Tóth
  • Kata Tóth
  • event organizer
  • Phone: +36 20 386 0751
  • Email:
Lili Mádai
  • Lili Mádai
  • event organizer
  • Phone: +36 1 327 4088
  • Email:


Sándor Takács
  • Sándor Takács
  • sales igazgató
  • Phone: 428-9094
  • Email:


Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  • Phone: +36-70-391-1588
  • Email:
Sing up for our exclusive event notification!

First-hand news, event offers

Clicking on the Subscribe button I accept the  Privacy Policy 
and the GTC
I'm over 16.