Portfolio management is a special service for Private Banking clients which client’s investments are managed by professional portfolio managers in line with their specific needs and preferences. Akbank Private Banking portfolio managers and relationship managers will consider the client’s investment objectives, return expectations, investment time horizon, risk tolerance and reference currency to build up an efficient financial planning. There is no maturity in portfolio management. It is possible to add or withdraw money whenever needed, but suggested minimum holding period is 6 months.
There are two types of Portfolio Management.
Special Portfolio Management
Portfolio Management with Mutual Funds
Special Portfolio Management: Minimum : 2.5 mio YTL Option to choose between Management Fee and Success Fee The target strategy and investment benchmark is determined by the client. Flexibility: The possibilty to change the benchmark criteria Safety: Transactions in IMKB through a special code Frequent reporting
Portfolio Management with Mutual Funds Suitable for clients who cannot meet the minimum Portfolio amount for Special Portfolio Management Minimum : 0.5 mio YTL 3 Portfolio Management Funds
Portfolio Management