Trust Companies

Bank account and investments

Trust Companies

Bank account and investments

Bizalmi vagyonkezelő vállalatok - Előnyök - Válassza a bizalmi vagyonkezelést

Choose fiduciary asset management

Managing multi-generational assets

Experienced
experts

100+
managed accounts

Egyedi tartalom - Bizalmi vagyonkezelő vállalatok - Előnyök - Válassza a bizalmi vagyonkezelést kiegészítés

A well-structured asset management contract offers tailor-made solutions for asset protection, estate planning, company structuring, complex matrimonial property and inheritance issues, making generational renewal smooth, while offering numerous tax advantages for the creation and operation of the structure.

Choose Fiduciary Asset Management

Tab - Bizalmi vagyonkezelő vállalatok - Szereplői

  • Settlor: means the person who owns the assets and places them in trust. 
  • Virtually any property, any asset, can be placed in trust. The most common examples include securities, business shares, dwellings, agricultural land, motor vehicles, movable property, intangible property or intellectual property. 
  • Trustee: manages the property in accordance with a trust agreement, can be a natural or legal person. 
  • Beneficiary: the trust is managed for the benefit of the beneficiary, who is the holder of usufruct rights and receives a share of the property. 
     

Tab - Bizalmi vagyonkezelő vállalatok - Fajtái

  • Commercial trust is when a financial services provider that has undergone the appropriate registration procedure with the Magyar Nemzeti Bank ("MNB”) enters into several trust relationships with different settlors. 
  • The establishment of a commercial trustee is subject to certain personal and substantive conditions, the existence of which is also a prerequisite for registration with the MNB. 
  • Non-commercial trust exists when a settlor entrusts his or her assets to be separated to a trustee. 
  • Non-commercial trustees may be natural or legal persons. There are no major legal criteria for a non-commercial trustee, the risk for the settlor is who he chooses as his contracting partner and to whom he entrusts his or her assets.
     

Tab - Bizalmi vagyonkezelő vállalatok - Számlavezetés

  • Raiffeisen Bank Zrt's Private Banking division has been providing bank account management services to business and non-commercial legal entity trustees since 2018. 
  • We are not able to offer account management solutions for private trustees. 
  • We keep separate accounts for the trust and the trustee, helping to achieve the separation of assets for which the trustees are responsible. 
  • We execute securities transactions in these accounts in a manner similar to private banking investment services, and we can also open Long-Term Investment Securities Accounts under the Income Tax Act.
     

Tab - Bizalmi vagyonkezelő vállalatok - Jogi háttér

  • Fiduciary asset management is a legal institution available in Hungary since 2014. 
  • It is a form of asset transfer whereby the Settlor transfers his or her property rights to a Trustee, as stipulated in the trust agreement, with the purpose of managing, maintaining and transferring the same for the benefit of the beneficiary(ies) designated by the Settlor after a maximum of 50 years.
     
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About us Multigenerational solutions

We offer multigenerational solutions from bank accounts to fiduciary asset management
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INVESTMENTS Proactive investment advice

We tailor your portfolio to your risk tolerance and desired return
Target return portfolio management
Investments Target return portfolio management

A quick and efficient way to achieve the pre-defined return target