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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

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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Ács Barnabás
Director of Sales Strategy Execution, Investment & Advisory, EMEA
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Árgyelán Ágnes
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Bálint Attila
Raiffeisen Private Banking
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Bán Zoltán
Net Média Zrt. (Portfolio)
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Bebes András
ÁKK, Stratégiai Főosztály
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Bilibók Botond
Hold Alapkezelő
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Biró Gergely
OTP Real Estate Fund Management
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Botos Bálint CFA
Managing Partner
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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 Investment Ltd.
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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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Faluvégi Balázs
Chairman, Member of the Board & Co-founder of the Hungarian Fintech Association
Magyar Fintech Szövetség
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Fischer Bálint
Chief Business Development Officer
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Gyurcsik Attila
Chief Investment Officer
Accorde Fund Management Plc.
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Gyurkó Dániel
Analyst, portfolio manager
UNION Vienna Insurance Group Biztosító Zrt
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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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Huszák Dániel
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Jancsár Gergely
Head of Sustainability
MOL Group
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Kádár Zsombor
product owner
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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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Kuti Zsolt
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Madár István
Senior Analyst
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Munkácsi Dávid
Generali Alapkezelő
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Palkó István
Senior Analyst
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Pallos Noémi
CFA, Deputy-CEO
Diófa Alapkezelő
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Parádi-Varga Tamás
SPB Befektetési Zrt.
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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
Head of Macroeconomics Division
Századvég Economic Research Co.
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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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Sztakó Szabolcs
Senior sales manager
Erste Alapkezelő
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Tardos Gergely
OTP Bank
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Varga Márk
lakossági értékesítési vezető
Amundi Alapkezelő
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Vécsei Péter
intézményi vagyonkezelésért felelős vezető
MKB-Pannónia Alapkezelő
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Virovácz Péter
Lead analyst
ING Bank
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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

Silver Sponsor

Bronze Sponsor

Media Partner


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!
  • It is mandatory 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


Accorde Alapkezelő, Aggreg8, Allianz Global Investors, Amundi Alapkezelő Zrt., ÁKK Zrt., Bank Gutmann, Blueopes Zrt., Budapest Alapkezelő, Budapest Bank Zrt., Budapesti Értéktőzsde, Chairman of the board of PBG-FMC, Citadella alap, Concorde Értékpapír Zrt., Dialog Alapkezelő Zrt., Diófa Alapkezelő, rt., Dorsum Zrt., EVK Szakkollégium, Electool Beszerzési Szolgáltató Kft., Electool Hungary Kft., Erste Alapkezelő, Erste Bank Hungary Zrt., Erste Befektetési Zrt., Finax - Intelligens Befektetés, Forestay Alapkezelő Zrt., Four Gates Hungary Kft., Generali Alapkezelő, Groupama Biztosító Zrt., Hold Alapkezelő Zrt., IBIS InGold as., ING Bank,

K&H Alapkezelő Zrt., K&H Bank Private Banking, K&H Bank Zrt., KBC Equitas, KCG Partners Ügyvédi Társulás, KONKOLYDIRECT, KPMG Tanácsadó Kft., MFB Zrt., MKB  Bank Nyrt., MKB Private Banking, MKB-Pannónia Alapkezelő Zrt., Magyar Nemzeti Bank, MOL Csoport, MTB Magyar Takarékszövetkezeti Bank Zrt., Magyar Nemzeti Bank, Magyar Posta Biztosító Zrt., Magyar Posta Zrt., Mapalsa Kft., MoneyMoon, OTP Alapkezelő Zrt., OTP Bank Nyrt., OTP Privátbank, Partners Holding Kft., RSM Hungary, Raiffeisen Bank Zrt., Raiffeisen Privátbank, Raiffeisen Alapkezelő, Random Capital Zrt., Refinitiv, SET GROUP Nyrt., SPB Befektetési Zrt., Signal Iduna Biztosító Zrt., Századvég Gazdaságkutató Zrt., THBE, UNION Vienna Insurance Group Biztosító 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) 2020


Organisation, general questions

Angéla Laczó
  • Angéla Laczó
  • event organizer
  • Phone: +36 1 646 4383
  • Email:
Gábor Ócsai
  • Gábor Ócsai
  • Phone: +36 1 472 2095
  • Email:


Zoltán Schultz
  • Zoltán Schultz
  • Phone: +36 20 319 9024
  • Email:
Csilla Kiss
  • Csilla Kiss
  • Phone: +36 20 287 3256
  • Email:


Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
  • Phone: +36-70-391-1588
  • Email:
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