Schoellerbank Aktiengesellschaft

Schoellerbank Aktiengesellschaft is an Austrian private bank that focuses on discretionary portfolio management and investment advisory for high‑net‑worth individuals, families, entrepreneurs, and foundations. Its offering covers securities brokerage and custody, access to mutual funds and ETFs, direct investments in equities and bonds, and tailored mandates; it also provides Lombard lending secured by investment portfolios, selective real estate financing for relationship clients, and cash and payment services. Clients are served by dedicated advisers and investment specialists, with consolidated and tax reporting aligned to Austrian rules and secure online access to accounts and portfolios. As a licensed credit institution, Schoellerbank operates under the Austrian Banking Act and EU prudential requirements and is supervised by the Austrian Financial Market Authority and the Oesterreichische Nationalbank; eligible deposits are protected by the Austrian statutory deposit guarantee scheme (generally up to EUR 100,000 per depositor, per bank), while client securities held in custody are segregated from the bank’s own assets. The bank applies MiFID II suitability and appropriateness processes and provides ex‑ante and ex‑post cost disclosures. Pricing typically combines management fees for discretionary mandates with custody and transaction charges, and minimum investable assets can apply. The platform includes open‑architecture fund selection and ESG‑oriented strategies alongside traditional investments. Prospective clients should evaluate total costs, investment and market risks, the use of any in‑house products, lending terms and collateral requirements, and service coverage for cross‑border situations. Onboarding requires standard identification, source‑of‑funds and source‑of‑wealth documentation, and acceptance of contractual terms and risk disclosures.