Private Banking in Romania
Private Banking in Romania
UniCredit Tiriac Private Banking has now deep roots on the Romanian market. Since 2003, when it started under the HVB Group umbrella, it has been and is now offering superior investment services and financial consultancy to clients that choose to benefit from a complex management both of their banking portfolio and their investments.
By accessing Unicredit Tiriac Private Banking services you will benefit from the resources and experience of the International Financial Unicredit Group. UniCredit Tiriac Private Banking co-operates closely with UniCredit Suisse Bank S.A., Lugano, and all the Central and East European UniCredit Private Banking Group’ divisions.
Moreover, through a close monitoring of the last evolutions of the financial markets we offer you easy access to various financial and international markets.
Thus, through Private Banking from UniCredit Tiriac Bank you will benefit from a personalized banking service (negotiated interest rates, exchange rates, fees and commissions, etc.) and access to following financial instruments:
- Deposits and savings accounts in different currencies, with negotiable maturity and interest rate.
- Foreign exchange transactions (TDY, TOM, SPOT and Forward) at very competitive rates
- RON T-securities both on primary market – at maturities proposed by the Ministry of Finance and at yields announced by the Central Bank during periodical auctions – and on the secondary market at maturities and yields negotiated with the Private Banking personal advisor;
- Eurobonds /Sovereign bonds issued both by the Romanian Government and other countries in different currencies; also Corporate Bonds issued by local and foreign entities on the international markets.
- Municipal and Corporate Bonds both on the primary market during an IPO and on the secondary market trough the markets where they are listed: Bucharest Stock Exchange, Rasdaq, etc.
- Mutual funds are one of the most used forms of modern savings instruments. We can facilitate investments in local mutual funds in RON managed by Pioneer Asset Management and Luxembourg Funds under the Pioneer umbrella denominated in EUR and USD.
- Structured products – tailor-made based on customer’s risk profile, preferences and needs in terms of maturity, currency and underlying assets.
- Shares listed on the Bucharest Stock Exchange by using the local brokerage house of the bank. We can facilitate subscription for IPOs.
