Concorde Private Banking – Independent investment expertise across generations
Concorde Securities Ltd. has been providing investment advisory services to private individuals and businesses since the 1990s. Our Private Banking business, launched in 2012 as a new standard of client service and built on more than 30 years of experience, has grown into Hungary’s largest independent private banking service provider. We manage more than €2 billion in assets for over 1,100 clients.
We provide personalised, comprehensive wealth management services designed for the long term.
We build and manage investment portfolios tailored to our clients’ specific financial objectives. Our approach is underpinned by professional financial analysis, prudent risk management and regular personal consultations with our team of experts.
Our services are designed for private individuals and families, companies and other businesses, as well as various wealth management structures. They are chosen by clients for whom wealth is no longer merely an investment, but also a matter of responsibility and long-term planning.
Our goal is to provide guidance and create an environment in which our clients can make professionally grounded decisions, supported by personal attention, regarding the preservation, growth and intergenerational transfer of their wealth.
Private Banking clients have access to our personalised investment advisory and wealth management services in both Hungary and Ireland. In Hungary, the service is available to clients who invest at least HUF 150 million with us. In Ireland, the intended minimum investment is €500,000.