Our personal bests.

Close customer relationships, experienced portfolio managers and a professional investment style - these constants of our house pay off for you in the long run. Independent honors and awards repeatedly attest to Kathrein's top advisory expertise, excellent product quality and leading position among Austria's private banks.

An excerpt of our international and national awards:

"Fuchs Performance Project 2021: Kathrein makes it into the top field again".
The basis for the Kathrein test portfolio was our in-house opinion, which is reflected in our asset management and funds. The actively managed Mandatum 25 fund (equity share of 25% on average) of Kathrein Privatbank convinced with a clear outperformance compared to the benchmark.

"Global Banking and Finance Award “Best Private Bank Austria 2021” 
"Global Banking and Finance Award “Best Private Bank Austria 2020”  

"Fuchsbriefe 2021: Kathrein Privatbank among the TOP 3 private banks in Austria and top marks in the categories advice and transparency."
For the 18th time in a row, the Fuchs| Richter auditing body scrutinised a total of 75 banks and asset managers from German-speaking countries. Kathrein Privatbank excelled particularly in the categories "Advice" and "Transparency".

"Business Excellence Awards Best Private Financial Banking Services – Vienna 2021"

"Kathrein Privatbank again receives CFI Award in the category "BEST PRIVATE BANKING SOLUTION 2020"
As the winner of the category "Best Private Banking Solution 2020", particular emphasis is placed on the flexible and individually tailored investment and wealth management advice for which Kathrein Privatbank has stood for decades.

GELD Magazin Dachfonds Awards Austria 2020
For the fifth time in a row, Kathrein Privatbank is victorious in the "Dachfonds Awards Austria" of Geld-Magazin. The NDR Active Allocation Kathrein fund took first place in the category "Mixed funds of funds flexible conservative over the last five years".

"Kathrein Bond Select receives renowned Mountain View Award 2020 as Best Bond Fund Global!"
For the second time, the Mountain View Data GmbH institute awards the Mountain View Fund Award to the three best funds in a total of 38 selected categories. Our Kathrein Bond Select was put to the test and came out on top.

"Fuchsbriefe 2020: Kathrein Privatbank climbs into the TOP 5 private banks in Central Europe
Top marks in advisory services, first place in portfolio quality"

Selected banks from Austria, Germany, Switzerland and Liechtenstein specialising in wealth management are tested by FUCHS | RICHTER PRÜFINSTANZ for individual advisory quality.

You can find the corresponding press releases here

This document is a marketing bulletin within the meaning of the Securities Supervision Act (WAG 2007) and is for informational purposes only. We do not assume liability for the completeness, accuracy and timeliness of the information contained herein. The analyses and conclusions are general in nature and do not take into account the needs of individual investors with regards to earnings objectives and their tolerance for risk. The contents of this document are not legally binding and shall not be deemed a recommendation for action or an offer to purchase or sell securities or other financial instruments.

Past performance is not a reliable indicator of future performance of an investment. Investors whose base currency differs from the fund currency are advised that their returns might increase or decrease due to currency fluctuations. Please bear in mind that investments in funds bring opportunities as well as risks. The value of and the return on an investment can rise or fall. Taxation of capital gains depends on the personal circumstances of the investor and is subject to change.
The latest published prospectus or investor information in accordance with § 21 AIFMG as well as the key investor information documents (KIID) of the funds managed by Kathrein are available in German at www.kathrein.at. Information in accordance with § 25 Mediengesetz (MedienG) can be found in the legal notice section of our website.

© Kathrein Privatbank Aktiengesellschaft, Wipplingerstraße 25, 1010 Vienna, Commercial Court Vienna, FN 144838

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For more details about the ranking of Kathrein Privatbank Aktiengesellschaft and the FUCHS Performance Project created by Dr. Jörg Richter and Fuchsbriefe publishing, please visit www.pruefinstanz.de.