Systematic Private Wealth Management

Three broadly diversified strategies at three different risk levels - actively managed, 100% systematic and with an alternative investment component for dynamic risk management. Also available as savings plan starting from 100 euros per month.

An Easy Decision

FTC's systematic wealth management is suitable for both the gradual accumulation of wealth and investment of existing assets.

Our concept includes active risk management which monitors the compliance with the specified risk levels in the three portfolios. In addition, the assets are distributed dynamically and rule-based to different and uncorrelated asset classes depending on the respective market situation. In this way, your assets are protected by diversication, while at the same time being invested in the best opportunities. By the way, you can view the performance and composition of your portfolio at any time with your personal online access. Decide now for the simple way to invest your money well and safely.

Decide now for the simple way to invest your money well and safely.

Portfolio 1: Conservative

Target: Small but constant profits at low risk.

Target Allocation:
Bonds:
0%-60%
Stocks:
0%-20%
Alt. Investments:
0%-20%

Portfolio 2: Balanced

Target: Higher profits at a moderate level of risk.

Target Allocation:
Bonds:
0%-40%
Stocks:
0%-30%
Alt. Investments:
0%-30%

Portfolio 3: Dynamic

Target: High profits at high risk.

Target Allocation:
Bonds:
0%-20%
Stocks:
0%-40%
Alt. Investments:
0%-40%

Costs: Easy and Transparent

Management Fee: 0.8 - 1% p.a.

For a maximum fee of one percent per year, we take care of one hundred percent of all matters. This includes monthly recalculation of portfolio composition, order placement and execution control as well as risk management and reporting.

Competitive Deposit Fee

In cooperation with our banking partners, FTC's private wealth management offers a securities deposit at very favourable conditions. You currently have the choice between Frankfurter Fondsbank and Capitalbank (both in Austria).

Low Transaction Costs

Forget front load charges and expensive transaction fees. FTC's private wealth management comes without front-end load and the transaction fees of the executing banks are extremely low.