Your Asset Manager

It is very important that your asset manager act in your best interest and in a completely transparent cost structure.

What Does It Do?

The asset manager is a German company incorporated in Germany, CM-Equity AG.

What are the advantages of this co-operation?

  • They have a Hungarian partner, GFS Consulting Kft.

  • They have a savings program available for everybody from as low as 100 EUR per month saving which is invested in a actively managed German fund with exposures to stocks and bonds.

  • The next step is available from a lump sum of EUR 25 000 and represents a classical asset management. It has no upper limit.Starting from this level it is possible build portfolios composed of passive and/or active funds according to your wish.

How?

The following chart describes the co-operation of the parties, your money does not actually reach all of them who are involved with investing it which helps ensure its safety.You will be in contact with the financial planner for advice only, administration on behalf of CM-Equity will be handled by GFS Consulting.Of course, I shall be present as needed in every steps you make, however the asset management contract must be signed by yourself.

The Investment Process

 

Let us see what other benefits can offer a co-operation with the combo of GFS Consulting/CM-Equity.

  • Your financial wealth is hosted in Germany the strongest economy in Europe ringfenced with legal guarantees.

  • Institutional risk is virtually close to zero as your assets are protected up to EUR 8.6 million and not only up to the usual Hungarian limit of EUR 0.1 million.

  • All necessary transactions will be carried out in your name, you do not have to have any technical skills or tools. 

  • Although you don’t have to deal with your investment on a daliy basis, you can follow it online whatever is going on on your account.

  • Your interest is aligned with that of your service provider as opposed to the Hungarian practice.Your asset manager doesn't get any commission and the transaction fees are minimal (as a rule 0,2 %).

  • This means your asset manager will only trade when necessary as they have no interest to do otherwise. There is no punishment for lack of trading.

  • You will be charged a ‘visible’ success fee only if you experience real results on your account.

  • The combo works with transparent, competitive prices as a result of German style competition.

  • As a Hungarian investor you can choose a tax efficient strategy enabling you to keep serious amount of excess return.

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