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Private Banking er forholdsvis nyt i Sparekassen Kronjylland
Opstart efteråret 2011

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    Mifid
Egnsinvest                        Flere investeringsforeninger          Flere investeringsforeninger
2010




                                                                        2012
                                  2011
       Modelporteføljer                  Modelporteføljer                      Modelporteføljer
       Investeringsplejeaftaler          Investeringsplejeaftaler              Porteføljeplejeaftaler
       Porteføljeplejeaftaler            Porteføljeplejeaftaler                Investeringsrådgivere
       Investeringsrådgivere             Investeringsrådgivere                 Private Banking
                                         Private Banking                       Kapitalplejeaftaler
                                         Kapitalplejeaftaler                   Aktiv Børshandel
                                         Aktiv Kapitalplejeaftaler             Kapitalforvaltere
                                         Kapitalforvaltere                     Publikationer pr. mail
                                         Publikationer pr. mail                ”Certifikater”
                                                                               ”Struktureret indlån”
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Trading portefølje
• Enkelt aktier, typisk danske
• Investeringsforeninger, høj beta


Individuelle obligationer
• EM obligationer, TRY, BRL
• Individuelle virksomhedsobligationer


Basisportefølje
• Aktier, herunder investeringsforeninger
• Basis obligationer, herunder EM, virksomhed.
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                   Virksomheds-    •
    Sikre
obligationer           og EM       •
                    obligationer
                                   •


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               Aktier
Koncept under Markets




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  • 1.
  • 2. Private Banking er forholdsvis nyt i Sparekassen Kronjylland Opstart efteråret 2011 • • • • •
  • 3.
  • 5.
  • 7.
  • 8. Egnsinvest Flere investeringsforeninger Flere investeringsforeninger 2010 2012 2011 Modelporteføljer Modelporteføljer Modelporteføljer Investeringsplejeaftaler Investeringsplejeaftaler Porteføljeplejeaftaler Porteføljeplejeaftaler Porteføljeplejeaftaler Investeringsrådgivere Investeringsrådgivere Investeringsrådgivere Private Banking Private Banking Kapitalplejeaftaler Kapitalplejeaftaler Aktiv Børshandel Aktiv Kapitalplejeaftaler Kapitalforvaltere Kapitalforvaltere Publikationer pr. mail Publikationer pr. mail ”Certifikater” ”Struktureret indlån”
  • 9.              9
  • 11. • • • • • • • • •
  • 12. Trading portefølje • Enkelt aktier, typisk danske • Investeringsforeninger, høj beta Individuelle obligationer • EM obligationer, TRY, BRL • Individuelle virksomhedsobligationer Basisportefølje • Aktier, herunder investeringsforeninger • Basis obligationer, herunder EM, virksomhed.
  • 13. • Virksomheds- • Sikre obligationer og EM • obligationer • • Aktier
  • 14. Koncept under Markets • • • • • • • • •
  • 15.
  • 17. • • • • • • • • •