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Tájékozódjon eseményeinkről 6 iparágban: Offline és Online konferenciák

Investment 2015

Private Wealth Management Forum

Date: 3rd February 2015  

Location: Hotel Sofitel Budapest


  • When shall the high flight of share markets be paid for?
  • How much can we earn on our bonds?
  • What are the good investment stories to invest in now?
  • What do private banks offer for their wealthy clients?
  • Shall yields disappear or shall the era of negative real interest rates come?
  • What shall happen following the increase of interest rates in the USA?

Our speakers among others

All speakers
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Al-Hilal István
Fidelity International
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András Bence
Seniro Vice President, Head of Finance SWAT for EMEA
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Senior Energy Market Analyst
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Juscsák György
Executive Director
JP Morgan Asset Management
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Adam Lessing
Head of Austria and Eastern Europe
Fidelity International
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Franz-Josef Loerch
Client Portfolio Manager
JP Morgan Asset Management
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Hans-Jörg Naumer
Global Head of Capital Markets & Thematic Research
Allianz Global Investors
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Ocsenás Zoltán
Regional Business Development Director
Allianz Global Investors
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Tajti Imre CFA
Portfolio Manager
Aberdeen Asset Management
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Mike Turner
Head of Multi-Asset
Aberdeen Multi-Asset Management

Why you should come?

The aim of the Investing 2015 Conference (Private Wealth Management Forum) organized by Portfolio is to render assistance to the advisors and to all who may be interested in the framework of an afternoon event ending in a reception by involving prominent experts of private wealth management who shall advice the participants on which investment opportunities are worth to consider now, that in a low interest rate environment the number of really attractive investment alternatives is very low.

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

  • premium banking advisors
  • private banking advisors
  • insurance intermediaries
  • advisors of investment services

Our Sponsors


“Yields have disappeared from the world” – this could be the concise summary of the recent period. In an era like this it is a very big challenge for the financial sector and for the advisors being in direct touch with the clients to offer investment opportunities with high yield potentials. This unique event launched by Portfolio and organized for bank, insurance and other investment services providers is aimed to offer help in this, but those who are simply interested may also avail themselves of the opportunity and pick from the good investment stories. On the half-day event ending in a reception prominent Hungarian and foreign experts of private wealth management shall expound their views on the market trends and processes and share with us what is worth to invest in in 2015. 

On the Hungarian savings market the withdrawal of funds from bank deposits, the beneficiaries of which beyond doubt were the investment funds and government securities, kept continuing. This fact also proves that in the current yield desert those making savings seek for investment opportunities that offer them better yields than the interest they may get for their bank deposits. In a situation like this, premium and private bank advisers have to face an all greater demand for tailor-made advice and private wealth management. 

Most of the share markets are at their historical peaks, while the yields of the bond markets of the world are unprecedentedly low. Although in Europe and Japan the banks of issue have just launched their quantitative easing programs, the rise of yields can soon start overseas. An environment like this also means that great attention should be paid to the details in making investment decisions: one cannot rely solely on historical yield data, therefore, the importance of tailor-made services and advisers being familiar with the market trends increases.

The Portfolio conferences are highly renowned for their great opportunities of networking and building business relationships, merely not just giving new professional knowledge. Our aim is not to have a one time occasion event, but creating a yearly international interactive forum about the changes of the market.


  • Adam Lessing, Director (Switzerland, Austria, Eastern Europe), Fidelity WorldWide Investment
  • Franz-Josef Loerch, Client Portfolio Manager, JP Morgan Asset Management
  • György Juscsák, Director, JP Morgan Asset Management
  • Hans-Jörg Naumer, Global Head of Capital Markets & Thematic Research, Allianz Global Investors
  • Mike Turner, Head of Multi-Asset, Aberdeen Multi-Asset Management
  • István Al-Hilal, Sales Manager, Fidelity Worldwide Investment
  • Zoltán Ocsenás, Regional Business Development Director, Allianz Global Investors
  • Imre Tajti, Portfolio Manager, Aberdeen Asset Management


Aberdeen Asset Management, Aegon Alapkezelő Zrt., AEGON CEE B.V. Magyarországi Fióktelep, Aegon Prémium Üzletág, Allianz Alapkezelő Zrt., Allianz Global Investors, BÁV Zrt., BNP Paribas Investment Partners, Budacash, Budapest Alapkezelő Zrt., Budapest Bank, Budapest Bank Prémium, CIB Bank Zrt., Citibank, Citibank Europe Plc, Consequit Zrt., Csengery-Immo Kft., Dél-Szeg Kft., Diófa Alapkezelő Zrt., Dorsum Zrt., Erste Alapkezelő, Erste Bank, Erste Private Banking, ERSTE Vienna Insurance Group Biztosító Zrt., ExportHungary Kft., FHB Jelzálogbank, Fidelity Worldwide Investment, Ganzeg Gép-és Acélszerkezetgyártó Kft., Generali Alapkezelő, GrECo JLT Hungary Biztosítási Alkusz Kft., Gutmann Magyarország Zrt., Hungária Értékpapír Zrt., ING Bank N.V., ING Biztosító Zrt., JET-SOL Kft., JP Morgan Asset Management, KPMG Tanácsadó Kft., Magyar Posta Befektetési Zrt., MetLife Biztosító, MKB - Private Banking, MKB Bank, OTP Alapkezelő, OTP Bank Private Banking, OTP Ingatlan Befektetési Zrt., OTP Privátbank, Pannónia CIG Alapkezelő, Panorama, Quaestor Értékpapír Zrt., Raiffeisen Bank Zrt., Sberbank, SPB Befektetési Zrt., Trenico Consulting Zrt., Unicredit Bank, UniCredit Private Banking, XTB Magyarország


DATE: 3 February 2015

LOCATION: SOFITEL Budapest Chain Bridge Hotel, Budapest, Hungary
Hotel Information, Map & Location

Parking: individually paid


Aranykéz Parking Garage
1052 Budapest, Fifth District, Aranykéz utca (street) 4-6.
The garage has five levels with 497 parking spots and is open 24 hours a day.

Bazilika Garage:
1051 Budapest, Fifth District, Sas utca (street) (Szt. István tér)

Number of participants: 100-150
Language: Hungarian, English (simultaneous translation)

COST: HUF 39.900 +VAT / person or EUR 129 +VAT / person


- 10% discount is available for 2 registrations,
- 20% on 3 or more

Portfolio Conferences are organized by NET Media Inc, member of Central European Media and Publishing Group. Portfolio Conferences cover 7 different industries and attract more than 8000 participants annually. Portfolio Conferences a leading event hub of the CEE real estate industry as well. We organize real estate focused conferences, business breakfasts and workshops in Belgrade, Budapest and Vienna, which are characterised by high-level networking opportunity and unique professional content.


GALLERY | 22 pictures
Investment 2015 Conference



Ágnes Árgyelán
  • Ágnes Árgyelán
  • Analyst
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