The 3 Banken-Generali Investment-Gesellschaft mbH is one of the winners of the Fund of Funds Award 2024.
Your aspirations, our expertise
For us, private banking is a long-term partnership. Our goal is to understand you, your plans, and your finances and enable you to live out your values over the course of generations.
Customer needs in focus
Our approaches to consultancy are as individual as your aspiration to a fulfilled life. Because prefabricated solutions don‘t always fit individual life situations. Personal needs are based on essential building blocks: this includes not only private aspects but also your financial freedom. To create and maintain that freedom, we stand by your side as a reliable partner.
Partnership as equals throughout generations
Proven BTV principles
We remain true to simple rules: our customer relationships focus on regional proximity and individual services customised to your needs.
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Support in focus
When it comes to your assets, a trusting and reliable partnership is essential.
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Quality of decision-making
Our open communication leads to good, transparent decisions.
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Courage to voice our opinion
We have a clear opinion and attitude about current market developments and trends.
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Optimal security
All our services offer you the highest possible security standards.
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Regional across borders
We offer solutions for your assets beyond the borders of the DACH countries.
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Digital solutions and services
Our services help you shape your financial life conveniently and efficiently.
Your personal investments
Investing is demanding and challenging. Thanks to the experience, knowledge, and expertise of the BTV specialists, excellent results can be achieved even during challenging times.
BTV Asset Management
Investing your own assets is highly challenging – it requires good planning and a great deal of energy to make the right decisions. We at BTV Asset Management manage your assets actively and with foresight.
- Individual investment strategy
- Flexible range of services
- Personal contact
- Comprehensive reporting
Portfolio advisory
With the BTV portfolio advisory, highly qualified BTV investment experts stand by your side as sparring partners. They monitor your portfolio and support you during complex investing challenges.
- Individual consulting
- Personal decision
- Courage to voice our opinion
- Ongoing investment proposals
- Coordinated reporting and portfolio analysis
Individual investments in securities
Challenging market conditions require making the correct decision at the right time in order to promote long-term, sustainable investment success. A carefully chosen spectrum of bonds, shares, investment funds, and innovative financial instruments is decisive for a long-term investment. Ongoing market surveillance, well-founded expertise, and excellent training of the employees will ensure the quality of the advice.
- Personal investment recommendations
- Use of the BTV Brokerage
- Advisors can be contacted digitally or in person
Sustainable investing
As a bank with spirit & attitude, the BTV aims to offer its customers a broad spectrum of sustainable investing solutions. To that end, they can choose between managed and individual versions.
- Deliberately sustainable investing
- Invest conscientiously
- Rule out controversial transactions
- Have a positive impact
- Profit sustainably
Awards
Our employees win our customers over by handling their deposits reliably, sustainably, and successfully. And we perform well in international rankings. We’ve also achieved excellent results as an employer and in terms of service orientation.
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That being said, awards and success in the past don’t guarantee success or value development in the future.
Comprehensive range of services in private banking
We help you find the optimal solution for implementing your financial goals.
Individual real estate financing with the BTV
Financing your dream property allows you to fulfil the dream of your own home while making a valuable investment for the future. We accompany you in implementing your real estate project.
Complete financing consultancy
We use individual concepts and specialist expertise to remove obstacles to real estate financing.
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Your situation in focus
We ensure that the financing suits your needs.
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Your specific plan
The financing is coordinated to the requirements of your investment.
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Personal financing plan
Together, we’ll calculate the total costs and determine your need for credit.
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Detailed budgeting
Your household budget forms the basis for your financial decisions.
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Indicate risks
We show you solutions to minimise possible risks.
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BTV network
We connect you with the necessary players and recommend relevant partners.
Our locations
We’re represented with locations in Tyrol, Vorarlberg, Vienna, Bavaria, Baden-Wuerttemberg, and the German-speaking part of Switzerland. Take a look into BTV land. We look forward to hearing from you!