About us
R&B Wealth Management
We support individuals, families and groups of families in protecting, growing and managing their assets and preserving them for future generations. We always start with a personal consultation. It is important for us to gain a thorough understanding of your life situation, values and goals so that we can offer you a tailor-made and promising solution based on our expert knowledge.
Excellent advice
Excellent advice and infectious enthusiasm for the financial markets – that's what our clients appreciate about our investment advice. Excellent advice requires one thing above all else: independence in decision-making and freedom of product choice. Our company offers you both. We are independently managed, not affiliated with any corporate group, and focused exclusively on your interests.
Dedicated financial research
Our strategists can respond to market events in real time thanks to our own first-class research. We anticipate trends and opportunities and develop individual solutions, free from any corporate constraints. This enables us to create the ideal conditions for providing our clients with the best possible advice.
Multiple awards
The relatively young R&B Wealth Management has been awarded the Austrian Fund of Funds Award three times in recent years. The number of first places in the main category of equities achieved by equity funds managed under the leadership of Roland Rupprechter (today CEO of R&B Wealth Management) in the history of the awards ceremony is six. This is a record in Austria.
The Austrian Fund of Funds Awards presented by GELD magazine have been the most important awards in the Austrian fund industry for more than two decades. They award the best of the best in terms of consistently strong, risk-adjusted performance. This recognition honors our excellent performance since the company was founded. For investors, this award is further evidence that R&B Wealth Management is one of the best asset managers in Austria.
Experienced and stable
Our management team has been working together for many years and has decades of experience in the industry. The team implements the corporate strategy and tries to ensure that a win-win situation is created for everyone involved.
2
>€200Mio
2020
10+
Distinct risk awareness
Risk management is an important cornerstone of success. Careful consideration of risk is the foundation of every business decision we make. This applies equally to every business and investment-related decision. Our risk culture is characterised by honesty and transparency as well as flat hierarchical levels with appropriate competencies for those who decide whether to undertake a risk.
Awards and successes
Not only our clients, but also independent organizations confirm the quality of our investment expertise. We are particularly proud of the following awards and successes.
Ecological responsibility
Our environmental policy is based on the realisation that our activities have an impact on the environment and that it is our responsibility to limit this impact as far as possible. In the environmental area, we focus on the careful use of raw materials, energy and water consumption, waste separation and the increased use of digital communication media to avoid business journeys. We continuously support our employees by responding to their needs, valuing their skills, implementing training programmes and development plans and promoting measures to increase diversity, inclusion and well-being. In our investment business, we consider the needs of future generations. To this end, we specifically incorporate environmental, social and governance (ESG) aspects into our advisory and investment processes, our risk management and our reporting.