Bankhaus Jungholz AG
Origin of Bankhaus Jungholz AG
Bankhaus Jungholz is the Private Banking arm of Raiffeisenbank Reutte, Tirol, Austria. The Bank was established 1997 in St. Gallen.
Raiffeisenbank Reutte was founded 1898 as a cooperative organized savings and loan association. Since the 1960s the bank made several acquisitions the latest in 2017, with Raiffeisenbank Vils. The branch network was also expanded in the Reutte area.
Bankhaus Jungholz was established 1981 in the Tyrolean exclave Jungholz. Together with the Swiss branch, the subsidiaries manage the private banking business.
Do you have a bank account with this Bank? Do you wanna open a Bank Account with this Bank?
🎞️ Then you must watch the following Video first:
Philosophy and Strategy
The client stands in the center of Bankhaus Jungholz. The aim is to grow together with the client continuously. The bank focuses on the client’s needs and interests to maximize their benefits.
The employees of the Bank are highly specialized, internationally trained, customer- and service-oriented and do not receive commission-related salaries.
Bankhaus Jungholz AG is in close contact with the investment experts at Raiffeisenbank Reutte. The products and the research are all provided by Raiffeisenbank Reutte.
Own products are only created and designed if products already existing in the market cannot cover the needs of the customers. This excludes a potential conflict of interests from the outset and guarantees the highest possible level of quality and objective advice.
Bankhaus Jungholz is working with an international network of experienced specialists, and this guarantees the best tailor-made solutions for their clients.
The core competencies of the Bank are sustainable customer orientation, competent advice, and strict product neutrality. These competencies build the basis for a lasting and trusted relationship with the bank’s clients.
Bankhaus Jungholz stands for security, fairness, and transparency.
Do you know that we are the only one worldwide that Analyse all Swiss Private Banks annually?
► Here you can find all Swiss Private Banks
We even created a Study about Swiss Wealth Management Firms and why you not should trust blindly Top Rankings in Financial Magazines.
Services and Solutions
Bankhaus Jungholz’s sustainable asset management is based on financial planning that focuses on the actual and future financial requirements of the client and their personal goals and concerns. The financial plan is based on six steps:
- Explore the client’s personal goals, expectations, and needs
- Analyze the client’s asset and risk situation
- Define the preferred future investment strategy
- Work out the own financial concept
- Adjust and implement the proposal with the client
- Adapt the financial concept to the changed framework conditions
Successful and sustainable financial planning is not a one-time affair but must be regularly reviewed, fine-tuned and adjusted. This is only possible in an open, ongoing and trusting process between the clients and the bank.
Independent Asset Management
As early as 1997, Bankhaus Jungholz set up product-neutral and multi-award-winning asset management: Experts with many years of investment experience have since then managed the entrusted asset management mandates on behalf of their clients. Their central task: The successful and sustainable implementation of the investment strategies worked out together with the client as a long-term guiding principle of the asset structure. The Banks clients alone set the direction, such as risk appetite and investment horizon, the Banks asset managers do the rest. The connection to the asset management ensures high-quality work, first-class service and tailor-made strategies and concepts.
Consistent customer focus is the top priority for Bank Jungholz’s asset management, regardless of whether the client chooses an individual asset management mandate or asset management funds.
Individual asset management
Given the complexity and momentum of the financial markets, it has become almost impossible for individuals to take care of their assets optimally. Bankhaus Jungholz offers their wealthy private investor an ideal solution with its professional, competent and repeatedly award-winning portfolio management. The high-quality asset management is determined by consistent diversification across asset classes and the Bank’s strict product neutrality.
Asset management funds
The key to long-term investment performance is to capitalize on the growth opportunities of different asset classes. Flexibility in their combination and broad diversification in the portfolio are just as significant as the excitement and risk appetite that sets the boundaries of each asset class in the fund.
The individual investment strategies offered are stable, performance, growth and opportunity.
The different products include bonds, equities, alternative investments, raw materials and precious metals.
Analyses and assessments
Research and asset management present their strategic proposals to the Investment Committee of Bankhaus Jungholz. This central panel of experts evaluates the results of all internal analyzes and derives a competent outlook for the market development of the coming months, the “Strategic Market Outlook.”
The corporate policy is based on sustainability. The risk policy is based on evident principles: The Bank only engages in businesses they understand and in regions which they can assess and judge and with people and partners the Bank knows.
Raiffeisenbank Reutte has a strong capital base and a powerful and robust risk-bearing ability.
The Bank established a detailed group-wide risk strategy. The individual risks are classified depending on their risk characteristics.
The main risks are the credit, the market, the liquidity, the operational and the legal and reputation risk. The Board of Directors is responsible for the overall risk policy.
“How can you be sure to have chosen the Best Swiss Private Bank among over 200 private banks?”
We find the best private bank for you.
Call us now +41 44 212 4404
Are you interested in First-Class Information about Private Banking?
Do you want an inside look behind the Secrets of Private Banks?
Then you should sign up in our Private Banking Letter
Mr. Caputo send you personally only from time to time the useful Information that can you save Millions.
The consolidated annual report of Raiffeisenbank Reutte includes the figures of Bankhaus Jungholz, Austria, and Switzerland.
In 2016 the net profit was 2.2 million EUR. Due to a provision of 4.5 million EUR concerning a legal matter in the Swiss subsidiary, the net profit decreased in 2017.
The private banking business suffered from the zero-interest rate policy. Nevertheless, the “Elite Edition,” Munich and the “Handelsblatt,” Duesseldorf awarded the department with “summa cum laude” for their outstanding asset management services and asset management quality.
Bankhaus Jungholz AG – Facts & Figures
(Rotate your Mobile Phone for optimal Table-View)
9000 St. Gallen
|Phone||+41 71 228 41 00|
|Year of foundation||1997|
|No. of employees||140|
|Shareholder’s equity||85.6 mm EUR|
|Assets under Management||1.98 bn EUR|
|Assets under Management / Employees||14.142 mm EUR|
|Net profit||(5.6 mm EUR)|
|Net Profit / Employees||–|
|Tier 1 Ratio||19.5 %|
|Cost / Income Cost Ratio (CIR)||99. 43 %|
Source: different publications
We are a fully independent boutique law firm. That’s why we don’t have any cooperation agreements with the banks.
Few banks do not disclose their Annual Reports to the public. Therefore, we collected reliable information on a best-efforts basis. We renounced to collecting information from unreliable sources. Until today, Swiss law does not impose the duty of publication to the banks as it is the case in the EU. Therefore, for a few banks, the information from the annual reports was not summarized and published.
There are some smaller banks without a rating. It makes no sense for them to apply for a rating because they are not involved in the lending business. If the bank has no rating, it’s not automatically a negative point. There are excellent private banks without a rating.
If you want results in private banking do the first step now and call us.
One hour after your first call we accompany you in the bank solving your issue.
We act faster than any other big law firm in Zurich.
Get answers now +41 44 212 44 04 or write us an E-Mail.
Who is Enzo Caputo?
► ► ► Click here and learn more about
the Tax Attorney & Financial Lawyer No.1