We are "award-winning" Investment Experts
Delivering returns for our clients
As a bank-independent company focused on wealth management, we operate exclusively in the areas of wealth management and fund advisory/management. We do not engage in investment banking and do not make commercial loans. Our goal is to achieve absolute returns for our clients in a variety of market environments. The development of our strategies is based on fundamental research, rigorous statistical analysis, and deep experience of markets.
Investment
competence
Our success factors are the great pleasure we take in working on our customers' investment wishes, a high level of experience and expertise, innovative investment concepts that support the growth of our customers' assets, dedicated analytical expertise supported by our own financial research, and absolute independence in investment strategy, free from any guidelines from a superordinate holding company.
Dornbirn
>€150Mio
2020
10+
The best portfolio is the portfolio that fits to our customers
With our clients at the center of everything we do, our approach goes beyond investment advice to client portfolios through our wealth planning expertise. We follow innovative, rational and consistent investment processes. Our approach is directly derived from institutional techniques. Its implementation is carried out through sophisticated tools designed to achieve, in particular, a reduction in volatility and risk. We favor active and sustained management to generate value and sustainable performance. Moreover, we put predetermined opinions to the proof in order to always offer our clients the best-performing solution.
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.
Wealth Management
R&B has become an investment partner of trust for wealthy individuals and families in Austria, eastern Switzerland and southern Germany thanks to its independent-minded specialists. Our independence allows us to set our own business strategy without any pressure from external shareholders or creditor to be fully concentrate on our only task: advice and supporting our clients.
Own Investment Funds
We attach the highest importance to the interests of our equity fund investors and do not hesitate for a second to change our tactical and strategic fundallocation in order to generate alpha sources for our investors.
Business with Values
At R&B, sustainable investment solutions were introduced in 2023. Wealth Management and Fund Advisory are R&B's core businesses, which is why the sustainability focus of our product and service range is in the investment area. In the environmental area, we focus on the careful use of natural resources, energy and water consumption, waste separation and the increased use of digital communication media to reduce business journeys.
Reachable across Austria
We have three offices across Austria: Dornbirn, Wien and Salzburg. This puts us closer to our clients and supports our wealth management and fund advisory activities in regions where a local presence provides a competitive advantage.