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

What is worth investing into in 2014? Private Wealth Management Forum

Date: 3rd April 2014  

Location: SOFITEL Budapest Chain Bridge Hotel, Budapest, Hungary


  • Did we really leave the worst behind?
  • How much money can we earn with bonds?
  • What will happen to the U.S. equities after such a rally?
  • Shall we bury the emerging markets?
  • Alternative investments in the crosshairs
  • Portfolio-building in the 21st century

Our speakers among others

All speakers
speaker image
Al-Hilal István
Fidelity International
speaker image
Martin Bruckner
Member of the Board
Allianz Investmentbank AG
speaker image
Cserháti András
Business Development Director
Aberdeen Asset Management
speaker image
Oliver Jackson
Prime Risk Services Manager
Saxo Bank
speaker image
Juscsák György
Executive Director
JP Morgan Asset Management
speaker image
Adam Lessing
Head of Austria and Eastern Europe
Fidelity International
speaker image
Franz-Josef Loerch
Client Portfolio Manager
JP Morgan Asset Management
speaker image
Nagy Viktor
Senior Analyst
speaker image
Ocsenás Zoltán
Regional Business Development Director
Allianz Global Investors
speaker image
Szabó József
Head of Global Macro
Aberdeen Asset Management
speaker image
Weinhardt Attila
Senior Analyst

Why you should come?

Portfolio.hu is organizing a unique conference - which has already proven useful in the region - for the asset management conference for the advisor segment, the members of which serve premium clients. The half-day long event culminating in a standing reception renowned foreign and Hungarian asset management professionals share their opinion regarding investment opportunities.

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 >>

Our Sponsors


For the financial sector, and the advisors who are in a direct contact with clients, one of the greatest challenges in the low interest rate environment is to find the competitive product fitting the needs of the customer the most. The event brought to life for the first time by Portfolio.hu aims to try and provide help concerning this issue, targeting the advisors of banks, insurance companies and other investment service providers. The half-day long event culminating in a standing reception renowned foreign and Hungarian asset management professionals share their opinion regarding investment opportunities.

The dramatic decrease of the base rate of the central bank of Hungary has set a major transformation in motion within the savings market, the clients primarily expect their service providers to present opportunities that promise higher yield than the deposit interest of 2% at a risk that is still acceptable for them. This also means that the demand for portfolio - building is growing.

However, serving customer needs is not an easy task at a time when loss could be noted regarding the advanced market bonds, or when the U.S. stock market has increased by nearly 30% in one year. The aim of the establishment of Portfolio.hu Wealth Management Forum by setting up an afternoon event - culminating in a standing reception - is to provide a strong point for the advisors concerning investment opportunities the market holds, which they might even capitalize during their everyday work successfully. To encounter so many opinions at one time and in one place that Portfolio.hu's conference offers is impossible.


• Martin Bruckner, Member of the Board, Allianz Investmentbank AG
• Adam Lessing, Head of Switzerland, Austria and CEE, Fidelity Worldwide Investment, Austria
• Franz-Josef Loerch, Client Portfolio Manager, JP Morgan Asset Management, Frankfurt
• István Al-Hilal, Sales Manager, Fidelity Worldwide Investment
• Oliver Jackson, Prime Risk Services Manager, Saxo Bank
• György Juscsák, Executive Director, JP Morgan Asset Management
• Zoltán Ocsenás, Regional Business Development Director, Allianz Global Investors
• András Cserháti, Business Development Director, Aberdeen Asset Management
• József Szabó, Head of Global Macro, Aberdeen Asset Management, London
• Attila Weinhardt, Senior Analyst, Portfolio.hu
• Viktor Nagy, Senior Analyst, Portfolio.hu


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

The Portfolio.hu 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.


Aberdeen Asset Management, AD Capital Kft., Aegon, Allianz Global Investors, Allianz Investmentbank AG, BDO Magyarország, Blackwell Global, BNP Paribas Magyarországi Fióktelepe, Budapest Bank Zrt., CIB Bank Zrt., CIB Befektetési Alapkezelő Zrt., Citi, Conclude Befektetési Zrt., Concorde Értékpapír Zrt., Consequit Zrt., DCF Consulting, Diófa Zrt., ELMŰ Nyugdíjpénztár, Erste Bank, Erste Bank Private Banking, ExportHungary Kft., FHB Nyrt., Fidelity Worldwide Investment, Goodwill Communications, GUTMANN Magyarország Zrt., Hungária Értékpapír Zrt., JP Morgan Asset Management, K&H Bank, Magyar Aranypiac Kft., Magyar Posta Zrt., Magyar Takarékszövetkezeti Bank Zrt., MetLife Biztosító, MKB Bank, MSCI Kft., OTP Privátbank, Pannónia CIG Alapkezelő, Quaestor Csoport, Raiffeisen Bank, Saxo Bank, SG Advisory, Sinus-Fair Capital Zrt., SPB Befektetési Zrt., Swicon, Timbarland Capital, UniCredit Bank Hungary Zrt., Win-Win Kft. ...


DATE: 3 April 2014 (9 a.m.-5 p.m.)

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.
7.560.- Ft/day (incl. VAT) - 26 EUR

Bazilika Garage:
1051 Budapest, Fifth District, Sas utca (street) (Szt. István tér)
9.600.- Ft/day (incl. VAT) - 32 EUR

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

Cost: HUF 119.900 +VAT / person or EUR 399 +VAT / person


- 75% discount is available for advisors (such as private banking, premium banking, insurance, independent advisor, etc.)

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

Discounts can not be combined.

We offer special discounts for those service providers who wish to attend the event at least 8 people. For further information: sales@portfolio.hu


Program: Zsolt SZABICS, analyst, tel.: 472-2093, e-mail: szabics@portfolio.hu

Sponsorship: sales@portfolio.hu

Organization, general questions: Fruzsina SZTANEK, Conference Coordinator, e-mail: sztanek@portfolio.hu


GALLERY | 22 pictures
Mibe fektessünk 2014-ben? - Portfolio Private Wealth Management Forum 2014


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.