Akbank Wealth Management

The Only Thing You Need to Know About Investment

​The investment expertise you look for is from Akbank Wealth Management! Start steering your investments.

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Everything You Need to Know About Investment is at A Single Place!

In line with our objective to become our customers’ favorite bank and to specialize in financial markets, we join our force with AK Investment Management and AK Investment, and we proudly present " Akbank Wealth Management ".

You can find answers to all your questions in Akbank Welath Management while managing your investments.

If you say that

  • I am not much familiar with the investment instruments and I cannot decide which instruments to invest in.
  • What risks do I take while deciding on an investment?
  • What are the opportunities best fit for me, do I miss them?
  • Markets are so volatile that I have a hard time keeping track of my positions.
  • I need an investment service that offers quick access, simple user interface that I can securely make transactions, and that helps me keep track of the results of my investment decisions.

then, with Akbank Wealth Management you will enjoy the unique customer experience and the relief of working with the organizations spearheading their sectors, while accessing the financial solutions you need.

With Akbank Wealth Management,

  • We analyze your personal investment trends and determine your investor profile.
  • We suggest the "Strategic Asset Distribution" best fit for your investor profile prepared by AK Investment Management, amongst the sector leading companies in Turkey.
  • If you want to manage your investments accordingly,
    • We suggest "Portfolio Ideas" where you can meet your investment requirements with a single transaction. As the investment distributions are updated instantly in parallel with the market conditions, there is no need for hard work to track your investments constantly.
    • With another product of ours, "Investment Baskets", we ensure that you get the most convenient portfolio distribution based on your investor profile and that you can distribute your risk and increase your return potential.
    • With the large investment fund universe offered by AK Investment Management, we offer smart solutions for your investment management requirements.
    • Should you prefer to create the suggested asset distribution plan with the products you choose by yourself, we provide you with the general investment advices that we prepare in cooperation with AK Investment.
  • If you follow the markets closely, buy and sell various investment products, and want to be informed about the investment suggestions special for you in addition to the general investment suggestions:
    • We provide you with the opportunity to have a video conference with the specialized and experienced Investment Advisors either via Akbank Direkt or via our Banking Manager upon your request.

We make it possible for you to quickly follow the results of all these investment management services from a single place.

For you to start managing your investments with Akbank Wealth Management right now without losing time, Akbank Direkt Internet is with you. Moreover, wherever you are, you can instantly check the status of your investments with the privilege of Akbank Direkt either on your tablet or mobile phone.

Start Steering Your Investments


Investor Profiles

Conservative:

Investors who keep track of the markets and the investment instruments they are interested in at odd moments.

  • They make 80-90% of their investments in short-term deposits.
  • They focus on mid-long term (a year and longer) potential returns, rather than on short-term fluctuations for the 20-30% of their investments.
  • They invest in gold, securities, bond-content funds and, to a very limited extent, instruments such as stock-weighted TEFAS mutual funds.

Balanced:

Investors who keep track of the markets and general trends, even if not every day frequently enough.

  • They make 70-80% of their investments in fixed-return instruments like time deposits of various terms.
  • With a long-term perspective (a year and longer), they focus on mid-long-term return potential for the 20-30% of their investments.
  • They invest in capital-protected funds, gold, government and private sector bonds, commodities, and instruments such as partially stock-weighted TEFAS mutual funds.

Courageous:

Investors who keep close track of the markets and general trends and who make short-term trading of various instruments although not so frequently.

  • They make 60-70% of their investments in fixed-return instruments like time deposits of various terms.
  • They focus on mid-long term (a year and longer) potential returns, rather than on short-term fluctuations for the 30-40% of their investments.
  • They invest in government and private sector bonds, stocks, commodities, gold, and instruments such as stock-content TEFAS mutual funds.

Aggressive:

Investors who keep very close track of the markets and general trends, even sometimes instantly, who love risks and make short-term trading of various instruments although not so frequently.

  • With high return expectation, they make at least 50% of their investments in instruments like government bonds, treasury bills, gold, commodities, currencies, stocks, and TEFAS mutual funds which contain the preceding instruments.
  • They can make very short-term and even daily speculative trading transactions.
  • When they think the investment climate is not favorable, they make investment in fixed-return instruments like time-deposits.

Who Can Benefit It?
  • The minimum purchase amount of the Portfolio Ideas product is TRY 100.000.
  • The minimum purchase amount of the Fund Basket product is TRY 1.000.
  • All Akbank customers who want to manage their investments in parallel with risks and return expectations can benefit from Akbank Wealth Management service.
  • While there is no lower limit to benefit from Akbank Wealth Management service, you are required to have total assets of at least TRY 200.000 or of its equivalent (Time or Demand Deposit Accounts in TRY/FX, Mutual Funds, Treasury Bills/Government Bonds/Eurobonds or Equity) at Akbank, and to have filled out the "Suitability Test". Akbank and Ak Investment reserve the right to change the minimum asset balance required for the Investment Advisory service.
  • Akbank Private Banking customers can receive the service from their personal Ak Investment Advisors assigned for them.

 Investor Profiling Simulation

How do you manage your savings?
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     Investor Profiling Simulation

    What does the word "Risk" mean to you?
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       Investor Profiling Simulation

      Which of the following statement describes best the risk level that you want to undertake in your investments and your risk and return preference?
        Next Back

         Investor Profiling Simulation

        What percentage of your investments can you utilize with a perspective of 6 months and longer?
          Next Back

           Investor Profiling Simulation

          In which type of currency do you utilize your investments mostly?
            Next Back

             Investor Profiling Simulation

            For how long do you plan to utilize your investments in the capital markets?
              Next Back

               Investor Profiling Simulation

              Is there any certain financial liability that you are obliged to pay such as credit debt, mortgage?
              If any, what percentage of your total assets does it constitute?
                Next Back

                 Investor Profiling Simulation

                How often do you invest in the following products below?
                  Show Result Back

                   Investor Profiling Simulation

                  Investor Profile: Conservative

                  Investors who keep track of the markets and the investment instruments they are interested in at odd moments.

                  • They make 80-90% of their investments in short-term deposits.
                  • They focus on mid-long term (a year and longer) potential returns, rather than on short-term fluctuations for the 20-30% of their investments.
                  • They invest in gold, securities, bond-content funds and, to a very limited extent, instruments such as stock-weighted TEFAS mutual funds.

                  Investor Profile: Balanced

                  Investors who keep track of the markets and general trends, even if not every day frequently enough.

                  • They make 70-80% of their investments in fixed-return instruments like time deposits of various terms.
                  • With a long-term perspective (a year and longer), they focus on mid-long-term return potential for the 20-30% of their investments.
                  • They invest in capital-protected funds, gold, government and private sector bonds, commodities, and instruments such as partially stock-weighted TEFAS mutual funds.

                  Investor Profile: Courageous

                  Investors who keep close track of the markets and general trends and who make short-term trading of various instruments although not so frequently.

                  • They make 60-70% of their investments in fixed-return instruments like time deposits of various terms.
                  • They focus on mid-long term (a year and longer) potential returns, rather than on short-term fluctuations for the 30-40% of their investments.
                  • They invest in government and private sector bonds, stocks, commodities, gold, and instruments such as stock-content TEFAS mutual funds.

                  Investor Profile: Aggressive

                  Investors who keep very close track of the markets and general trends, even sometimes instantly, who love risks and make short-term trading of various instruments although not so frequently.

                  • With high return expectation, they make at least 50% of their investments in instruments like government bonds, treasury bills, gold, commodities, currencies, stocks, and TEFAS mutual funds which contain the preceding instruments.
                  • They can make very short-term and even daily speculative trading transactions.
                  • When they think the investment climate is not favorable, they make investment in fixed-return instruments like time-deposits.
                    Start Discovering Begin Again

                     Portfolio Ideas

                    ​​​Learn more about Portfolio Ideas,

                    ​To hedge the risks of volatile market conditions!

                    More Info