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Investment, Wealth and Savings (IWS) 2020

Date: 10th March 2020   Location: Marriott Hotel, Budapest

  • Stock and bond market outlook – Which way are global capital markets headed in 2020?
  • ESG and thematic investments – Are they just a bubble or are they really the future?
  • The savings market in transition – Life along the superbond
  • What new products and services can be used to compete for customers?
  • Discretionary wealth management and the professional uniqueness of private bankers – Where is the dividing line?
  • What new investment funds will fund managers introduce?

Our speakers among others

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Árgyelán Ágnes
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Bálint Attila
Raiffeisen Private Banking
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Bebes András
ÁKK, Stratégiai Főosztály
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Bilibók Botond
Hold Alapkezelő
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Biró Gergely
Diófa Alapkezelő
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Botos Bálint CFA
Managing Partner
Forestay Group
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Bozsik Balázs
vezérigazgatói tanácsadó
Budapesti Értéktőzsde
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Brezina Szabolcs
Tőkepiac és Treasury ügyvezető igazgató
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Cinkotai Norbert
Head of Research & Content
KBC Equitas
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Cselovszki Róbert
Erste Befektetési Zrt.
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Cser Tamás
Senior equity portfolio manager, Partner
Hold Alapkezelő Zrt.
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Dzsubák Attila
Investment Director
MKB-Pannónia Alapkezelő
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Eszter Elemér
Chairman of the HVCA and THBE
Chairman of the Board of PBG-FMC
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Fischer Bálint
Banking Innovation Expert
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Attila Gyurcsik
befektetési igazgató
Accorde Alapkezelő
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Haás Péter
OTP Bank Privát Vagyonkezelési Főosztály
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Horváth István CFA
K&H Bank Private Banking
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Hosszú Ferenc CFA
Director, Commodities
OTP Alapkezelő Zrt.
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Iváncsics Gergely
senior befektetési menedzser
Impact Ventures Kockázati Tőkealap-kezelő
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Jancsár Gergely
Head of Sustainability
MOL Group
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Kadocsa Péter
Chairman and CEO
Aegon Magyarország Befektetési Alapkezelő Zrt.
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Kállay András
Private Banking Ügyvezető Igazgató és Retail CIO
Raiffeisen Bank International
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Kövesdi Anita
Account Manager
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Loncsák András
Equity Division Head
Aegon Hungary Fund Management
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Madár István
Senior Analyst
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Munkácsi Dávid
Generali Alapkezelő
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Pálfi György
senior portfólió menedzser
Aegon Alapkezelő
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Palkó István
Senior Analyst
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Pallag Róbert
Investment Manager
Generali Alapkezelő Zrt.
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Pallos Noémi
Diófa Alapkezelő
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Francesco Pesole
FX Strategist
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Pleschinger Gyula Márk
Head of Private Banking
MKB Private Banking
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Pletser Tamás CFA
EMEA Oil & Gas Analyst
Erste Investment
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Raveczky Zsolt
Board Member
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Regős Gábor
Makrogazdasági Üzletág vezető
Századvég Gazdaságkutató Zrt.,
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Pavlina Solcova
Vice President, Business Development CEE
Allianz Global Investors
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Szabó Zsuzsanna
befektetési szakértő
Raiffeisen Bank
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Tardos Gergely
OTP Bank
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Varga Márk
lakossági értékesítési vezető
Amundi Alapkezelő
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Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.
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Holger Wehner
CFA, CAIA, Director, Head of Product Specialists Equity Europe
Allianz Global Investors
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Zsiday Viktor
Citadella alap

Why you should come?

The summer of 2019 marked the dawn of a new are in the Hungarian savings market with the introduction of the 'superbond', which has brought a series of changes to market players. Despite good yields, investment funds were unable to attract substantial new investments in 2019, property funds were among the chief casualties of the MÁP+ bond, the amount of stocks held by households is increasing but not fast enough, while cash use has reached unprecedented levels. The market for long-term savings is also changing, wit the government set to introduce retirement bonds in the first half of 2020, while the National Bank of Hungary has proposed setting up welfare funds.

Meanwhile, investors are increasingly into environmental awareness, and this shows in investments as well: investments prioritising environmental, social and governance (ESG) are gaining ground at an astounding rate, while an increasing number of Hungarian fund managers are launching their own ESG or thematic funds and businesses now consider ESG certificates essential.
The morning programme of our conference features several renowned domestic and foreign asset managers and market professionals who will offer investment professionals, private banking consultants and sales personnel a few guidelines on the 2020 investment, wealth management and savings trends, and also on what to invest in if the global economy enters a recession and what to do in a continued bull market.

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. There will be a special focus on ESG and thematic investments.

Our Sponsors


Aegon Magyarország Befektetési Alapkezelő Zrt., ÁKK, Allianz Global Investors, Amundi Alapkezelő Zrt., Aranykor Önkéntes Nyugdíjpénztár, Bauer Magyarország Kft., Budapest Bank Zrt., CIB Bank, Concorde Értékpapír Zrt., Day One Capital Kockázati Tőkealap-Kezelő Zrt., Diófa Alapkezelő, Equilor Befektetési Zrt., Erste Bank Hungary Zrt., Erste Private Banking, Estland Kft., Fókusz Takarékszövetkezet, Friedrich Wilhelm Raiffeisen, Generali Alapkezelő, Groupama Biztosító Zrt., HOLD Alapkezelő, 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 Securities Magyarországi Fióktelepe, Magyar Nemzeti Bank, Magyar Posta Zrt., Magyar Takarékszövetkezeti Bank Zrt., Mapalsa Kft., MKB Bank Private Banking, MKB-Pannónia Alapkezelő, OTP Alapkezelő, OTP Bank Nyrt., OTP Bank, Elemzési Központ, Portfóliókezelő, Raiffeisen Bank Zrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Refinitiv, SPB Private Banking, Takarék Csoport, Takarékbank, Takarékbank 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


Organisation, general questions

Angéla Laczó
  • Angéla Laczó
  • event organizer
  • Phone: +36305675747
  • Email:
Gábor Ócsai
  • Gábor Ócsai
  • event organizer
  • Phone: +36 1 472 2095
  • Email:


Zoltán Schultz
  • Zoltán Schultz
  • Key-Account Manager
  • Phone: +36 20 319 9024
  • Email:
Csilla Kiss
  • Csilla Kiss
  • Key-Account Manager
  • Phone: +36 20 287 3256
  • Email:


Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  • Phone: 06/1 770 73 77
  • Email:
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