Akbank Wealth Management

Everything That You Have To Know About Investments Is At A Single Place!

To reach our goal of becoming a specialist in financial markets and the preceding bank of our customers, we are joining our forces with Ak Asset Management Inc. and Ak Investment Inc., and presenting you the “Akbank Wealth Management”.
You will find the answers for the questions that you encounter while managing your investments with Akbank Wealth Management.

If you are saying;

  • I don’t know the investment tools very well, I can’t decide on which tools to invest in.
  • Which risks am I taking while giving an investment decision?
  • What are the opportunities that fit me, am I missing those opportunities?
  • Markets are changing very fast, I’m finding it hard to track my position.
  • I need a financial service that I can access quickly and from a single place, that I can use confidently without any confusion and that can easily help me keep up with the results of my investments,

you will find the unique customer experience created by the confidence of working with the leading enterprises of their sectors while finding financial solutions for your needs at Akbank Wealth Management.

With Akbank Wealth Management;

  • We are analyzing your personal investment trends and assessing your risk profile.
  • We are offering “Strategic Asset Distribution” advice that is suitable for your risk profile which we developed with Turkey’s prominent enterprise in its subject, Ak Asset Management.
  • If you want to manage your investments according to these advices;
    • We are enabling you to shape your investments by a single transaction with “Portfolio Ideas” where the allocated asset distribution gets updated parallel to market conditions, which eliminates the burden to continuously track your investments.
    • With our other offering, “Fund Baskets”, we are helping you to hedge your risk and increase your return potential by easily buying the advised asset distribution for your risk profile.
    • We are finding intelligent solutions for your investment needs with Ak Asset Management’s large mutual fund universe.
    • If you prefer to create an asset distribution plan with your own pick of products; we are offering general investment advices that are created with the partnership of Ak Invesment.
  • If you are closely following the markets, making buy-sell transactions with various financial instruments, and need private investment advices in addition to general investment advices;
    • We are enabling you to have video conversation with Ak Investment’s versed and expert Investment Advisors through your Relationship Manager.

We are making it possible for you to track the results of these investment services quickly and from a single place.
If you want to start shaping your investments with Akbank Wealth Management, Akbank Direkt Internet is with you. Besides that, you can track your investments from wherever you are through your tablet or mobile phone with the divergence of Akbank Direkt.

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, and who love risks. 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 Use 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

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Investor Profiling Simulation

 Portfolio Ideas