• Portfolio and investment management


Portfolio and investment management

"When defining individual strategies, we draw on years of experience while addressing each client's unique needs."

Tomáš Lipový, Head of Investment Solutions Management

Diversification of Assets

We enhance portfolio performance and protect its value by diversifying assets using a core and satellite investment strategy

Cooperation to Your Satisfaction

You can tailor the cooperation and level of involvement in portfolio management to suit your preferences

Active Asset Management

An experienced team of professionals will actively manage your portfolio

InformaceRisk Disclaimer: Some of the listed investment products may fall outside your target market, and all investments carry the risk of potential loss of capital (73 kB, PDF) 

Available Levels of Involvement

  • Delegation

    You do not need to be involved in the investment process yourself, you just need to oversee individual investments.

  • Consultations

    When you do not want to spend too much time on investing, but you are still interested in the area and occasionally want to implement your specific ideas.

  • Trading

    You take an active interest in financial markets and enjoy implementing your ideas when it comes to investing.

Core Investment

The main portion of the client's investment assets is allocated to the core investment, which is long-term, based on the client's investment profile, and actively managed by a portfolio manager.

Private Portfolio Management

The ultimate investment solution for clients who wish to professionally invest substantial amounts of money but do not have the time to monitor and manage their portfolio on a daily basis.

Vital Platinum Private

Unit-linked life insurance offering a unique combination of superior returns, immediate liquidity, and high security. It provides the option to guarantee a specific return and designate any beneficiaries.

Satellite Investments

To generate returns on the other part of the assets, we use investment opportunities that complement the core investments, based on the current market situation, client requirements, and decisions. The asset allocation between core and satellite investments depends on the client's preferences and approach.

Structured Products

Financial instruments that use shares, bonds, indices, interest rates, or currency exchange rates as underlying assets and offer superior returns with predefined risk.

KB Fund List

An exclusive selection of funds chosen by KB Private Banking, characterized by strong risk adjusted performance, reasonable costs, and protection against currency fluctuations.

Corporate Bonds

As the leading Czech bank in the corporate banking market, we offer bonds from established and high-quality local issuers.

Real Estate Investments

Gain access to qualified investor club funds focused on commercial real estate investments. The rents from commercial properties are typically tied to the consumer price index, providing a hedge against inflation.

Private Equity

Participate in medium- and long-term investments in companies that are not traded on public stock markets. Investments in this asset class are attractive due to high returns, but come with the trade-offs of low liquidity, a long investment horizon, and typically higher risk.

KB Dealing

As clients of KB Private Banking, you gain exclusive access to KB Dealing, allowing you to invest in both traditional and exotic financial instruments worldwide. Trading orders can be placed via phone or Online Portfolio.

Gold Bars

We provide gold investment bars from a renowned foreign bank with a purity of 999.9 / 1,000 Au. The gold is typically stored in our vaults, from which you can retrieve it at any time or instruct us to sell it. We also offer the option of repurchasing the gold bars.

Lombard Loans

Lombard loans are suitable if you wish to retain your right to income from securities while having sufficient liquid funds available. They generally carry a very low interest rate, determined by current market conditions. These loans can be drawn in CZK, EUR, and USD.

Contact Us

E-mail us at private_banking@kb.cz 

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