Marc Oliver Heß

Provides investment and corporate banking & asset management services

Provides banking, mortgage, insurance, and real estate services

Engages in the provision of financial services

Provides banking and digital solutions & real estate finance services

Investment decisions are taken in a structured investment process based on fundamental and technical methods. They use a top-down approach to weight securities categories. Sectors and regions as well as individual securities are then selected in a bottom-up procedure. In markets where an active management approach does not promise a sustained improvement in performance, the fund management team prefers an index-oriented method. In this process, clearly defined benchmarks provide the firm with a transparent navigation tool. Markets where superior knowledge of the fund management team may be converted into long-term performance advantages are actively managed.

UniCredit PB uses traditional channels that are typical for this customer segment (private bankers located in branches) and innovative distribution models such as networks of financial consultants and online banking and trading services. They also use a comprehensive approach in providing services.

Provides commercial real estate financing services

Provides mortgage banking services

Credit Union