Our private bank in Austria, Valartis Bank (Austria) AG, enjoys a long and successful history. Founded in 1890 under the name “Bankhaus Rosenfeld” in Vienna, the Bank today provides the entire range of personalised private banking services and manages assets in excess of EUR 1.5 billion. The staff is truly multicultural, speaking 22 different languages.
Focus on wealthy domestic and international clients
Valartis Bank (Austria) AG has many years experience in servicing wealthy individuals and their families. The Bank provides for the full range of asset protection and succession planning structures, including trusts and foundations, partnerships, corporations, and personal retirement accounts.
Building long-term client relationships
The Bank’s mission is to develop long-term relationships with its clients by protecting and growing their wealth. A conservative investment approach is preferred to best preserve and safeguard the clients’ wealth, with a view to steady and consistent performance rather than aggressive risk-taking.
An open architecture with a first-class product offering
As an independent, niche-oriented bank, Valartis Bank focuses on finding the best financial products and services for its clients in the global marketplace using the best-of-breed approach. Our investment specialists in Vienna offer a highly personalised management service. Every investment portfolio is tailored to the individual specifications in terms of risk, return and liquidity.
Valartis Bank (Austria) AG is active in a wide range of asset classes which include:
- Currency Deposits – offering currency and term deposit accounts as well as International Certificates of Deposit in all major currencies.
- Fixed Income – such as Government and Corporate Bonds.
- Equities – on all major exchanges worldwide as well as several emerging markets.
- Mutual and Exchange Traded Funds – offering access to a comprehensive range of external mutual and investment funds in addition to in-house funds.
- Precious Metals – both unallocated and physical, such as bars and coins, held at the bank or with independent Third-party custodians in a segregated account.
- Commodities
- Hedge Funds and Private Equity Investments
- Real Estate
- Structured Products and other Traded Notes
In addition Valartis Bank (Austria) AG also provides:
- Foreign Exchange Trading and Payment Services
- Credit Cards with Visa Austria
- Safe Deposit Boxes – customised to your requirements for physical safekeeping of your valuables in our state-of-the-art secured vault.
Financial privacy safeguarded by Austrian banking secrecy laws
In terms of discretion, all Austrian bankers are legally and contractually bound by the country’s strict constitutional banking secrecy laws for life. By banking in Austria, our clients are secure in the knowledge that their assets are housed in a secure and well regulated jurisdiction. Austria is rated AAA by Standard & Poors and, as part of the European Union, is subject to stringent regulation and legal governance in terms of liquidity and safety.
At your service with dedication
Professionalism and discretion are the hallmarks of our client-orientated approach, which the Bank’s dedicated staff applies with great care and commitment. Our Private Bankers in Vienna will be pleased to discuss with you in person how we can assist and support you to achieve sustainable growth of your assets.