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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

Investment, Wealth and Savings (IWS) 2021

Date: 14th April 2021  

Location: Online


  • What will the new working style will be after the pandemic? Post-COVID sales solutions
  • New wealth management directions in 2021 – Digitalisation in full swing
  • ESG and sustainable investments: the new buzzwords
  • Change of generation under the shadow of the coronavirus
  • How has customers' expectations of risk and return changed? Have Hungarians become bolder?
  • Multi-advisory models – New banking solutions come to the fore
  • Automated service, discretionary wealth management
  • New regulations and opportunities in the fund manager market – SFDR success fees
  • Trust wealth management in Hungary
  • The Robinhood generation vs value investing
  • Investment opportunities and risks with the eyes of successful portfolio managers
  • MÁP Plus turns two – What lessons can be learned?

Our speakers among others

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Benczédi Balázs
Diófa Alapkezelő
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Czachesz Gábor
Investment Director
OTP Alapkezelő
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Faluvégi Balázs
Blue Valew Nonprofit Inc.
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Fischer Bálint
Chief Business Development Officer
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Kuti Zsolt
Executive Director for Monetary Policy, Financial Market and Macrofinance Analysis
National Bank of Hungary
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Loncsák András
Equity Division Head
Aegon Hungary Fund Management
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Mogyorósi Attila
Co-founder, CEO
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Móricz Dániel
Investment Director
Hold Alapkezelő
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Pap Iván
Business Development Manager
Diófa Alapkezelő
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Pekár Dávid
Portfolio Manager
Raiffeisen Alapkezelő
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Pleschinger Gyula Márk
Head of Private Banking
MKB Private Banking
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Polányi Zoltán
CIG Pannónia Életbiztosító Nyrt.
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Raveczky Zsolt
Board Member
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Somlai László
Head of Sales Department
Erste Private Banking
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Dr. Szalay Rita
Listing Division
Budapest Stock Exchange
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Tabányi Mónika
Head of Private Banking
Concorde Értékpapír Zrt.
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Vízkeleti Sándor
President of BAMOSZ
Amundi Alapkezelő Zrt.

Why you should come?

The coronavirus has completely upset the Hungarian savings and investment market, and digitalisation has swiftly conquered places few would have expected before. Online customer service is now an everyday matter, and even those above 60 are feeling increasingly at home in virtual space. But what will remain of all this after the COVID-19 pandemic? Will automated service and DPM continue to gain ground? Or will nothing replace a good private banker? 
The expectations of investors regarding risks and returns has also changed, with stock, mixed, absolute return and property funds in higher demand in the market of investment funds, while the emerging Robinhood generation has caused major disruptions in stock markets. What new solutions and services can banks and fund managers offer to service yield-hungry customers? Or is it still enough just to keep the MÁP Plus superbond in their portfolios? 
In this virus-ridden world, Portfolio's Investment, Wealth and Savings (IWS) conference will attempt to outline a framework of the investment, wealth management and savings markets in 2021 for investment professionals, private banking consultants and salespeople with the help of renowned domestic and foreign asset managers and market experts.

Download the Portfolio Events mobile app where you can find Portfolio’s professional events in one app, personalised for you. You can access the event’s detailed programme, the list of participants, and your conference ticket, among other things. We even offer a virtual business card exchange. How? The QR code on the badge is your personalised online business card - scan each other's QR codes and you can keep in touch after the conference. Profession, experience, networking. Install with QR-code from desktop >>

Who we recommend

Our event can provide useful knowledge to those working in the following areas:
  • Business leaders, managers
  • Representatives of banks
  • Mutual funds
  • Premium and private banking consultants and sales staff
  • Specialists from regulatory and supervisory bodies
  • Representatives of venture capital companies
  • Economic and financial managers
  • Consultants
  • Lawyers

Our Sponsors

Silver Sponsor

Bronze Sponsor

The sponsor of maximum health and safety

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.


GALLERY | 20 pictures
Investment, Wealth and Savings (IWS) 2021 - online közvetítés


Organisation, general questions

Fruzsina Koncsek
  • Fruzsina Koncsek
  • rendezvényszervező
  • Phone: +36 1 327 4086
  • Email:


Zoltán Schultz
  • Zoltán Schultz
  • Phone: +36 20 319 9024
  • Email:


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