MYPORTFOLIO Investment Program

Would you like professional assistance with your investment decisions?

The MyPortfolio Investment Program, developed by Concorde Securities Ltd. and its tied agent, Generali Insurance Ltd., gives clients the opportunity to invest in portfolios put together by the professionals of Generali Fund Management Ltd.

A well-diversified portfolio should include equities, bonds, and other alternative investments. Building such a portfolio requires significant time and expense, making it difficult to do so cost-effectively below a certain level of wealth. This is where investment funds can help.

Investment funds are rightly among the most popular investment products worldwide. They enable clients to invest their savings in securities markets in a simple and cost-effective way while spreading their investment risks.

As part of the program, we place particular emphasis on creating investment portfolios that best match each client’s individual risk tolerance and return expectations. It is essential that we are able to offer solutions that are best suited to the prevailing market conditions. Therefore, in addition to HUF-denominated portfolios, EUR- and USD-denominated portfolios are also available to our clients.

MYPORTFOLIO Service Overview

  • Expert Advice – A Generali Insurance Ltd. advisor
    will help you select the investment portfolio
    that best matches your expectations.
  • Multiple Investment Portfolios – Portfolios tailored to
    different circumstances, consisting of investment funds
    managed by Generali Fund Management Ltd.
    körülményekhez.
  • HUF, EUR and USD – In addition to HUF-denominated portfolios,
    EUR- and USD-denominated portfolios are also available to our clients.
  • Online Account Opening – Simpler, faster, and more convenient administration,
    while helping protect the environment.
    érdekében.
  • Online Platform – Through the online platform provided by Concorde Securities Ltd.,
    our clients can continuously monitor the performance of their investments from their mobile devices, even while on the go.
    eszközükről akár útközben is nyomon követhetik
    befektetéseik alakulását.

Have a question? Get in touch with us!

We believe accessibility matters, which is why our office is conveniently located right next to Kálvin Square.

Phone:+36/30 211-2770

Email: bestcover@bestcover.hu

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