Needs assessment
We can only provide truly personalised investment services if we know each other. Therefore, as a first step, we need to understand your goals and needs.
Personalised advisory service
We will help you with a wide range of our investment services in accordance with and to the extent of your expectations.
Implementation
Whether you wish to manage you own investments or entrust your bank or advisor with the task, we stand by you.
Our services, tailored to you
Investment advisory services
In case you wish to make investment decisions about your assets yourself, we can help you with investment recommendation and a so-called model portfolio. Our experts will support you with personalised investment advisory services, up-to-date market analyses and information to prepare decisions.
DetailsPortfolio reporting
A comprehensive view of your bank accounts and investments—we will prepare a monthly portfolio report informing you about the aggregate balance of your accounts with OTP Bank.
Active asset management
You can rely on us even if you do not want to or cannot devote time to looking after your assets on a daily basis. In this case, leave the management of your investments to our portfolio management experts, who will make decisions and execute transactions for you, based on your authorisation, reacting to the actual market events.
DetailsStock exchange deals across time zones
We are at your disposal with active advice on stock, bond and foreign currency investment advisory services, and a dedicated trader team. We can help you reach the world’s key stock exchanges from the Far East to the United States, with extended service hours in the latter case.
Art market advisory service
With the help of our partners, who have a leading role in the art market, you will more easily find your way among investment opportunities, whether it is about developing collections, or finding, buying, and selling artworks.
Extensive product range
You can choose your investment portfolio from an extremely wide, continuously expanding Hungarian and international product range. We support your choice with advisory services and analyses.
OTP Global Markets services and products
OTP Global Markets provides personalised financial services in the areas of money and capital markets: we make a wide range of markets and products available. We support you with competitive conditions and expert assistance.
DetailsDiscounted, custom foreign exchange rates
Through your advisor and in the OTPdirekt internet bank, you can exchange several types of foreign currency at a discounted, custom exchange rate.
DetailsDual currency structured investments
A financial instrument that provides a higher fixed return than deposits.
DetailsStructured notes
A structured note is a security with a price that follows the price of an underlying product or index.
DetailsInvestment funds
You can choose from more than 700 different investment fund units from the key players in the domestic and international fund management market.
DetailsDo you have any questions?
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