Portfolio will hold its invitation-only Professional Investment Day 2026 on 11 November at the Budapest Marriott Hotel. The event will bring together senior figures from wealth management, private banking, asset management and investment services to discuss how current geopolitical tensions, inflation and interest-rate uncertainty, and structural changes in Hungarian private wealth are reshaping investment decisions and business models.
Key topics and why they matter
The conference will address several interlinked themes:
- the investment implications of heightened geopolitical risk and economic bloc formation;
- uncertainty around inflation and interest rates and broader macroeconomic turning points;
- changes in wealth-management and private-banking business models driven by technology and AI;
- the growing role of alternative investments (private equity, private credit, infrastructure, thematic and illiquid assets);
- taxation, inheritance and family-office challenges for large private fortunes, including the planned 2027 wealth tax.
Organizers stress that geopolitical tensions, changes in the interest-rate environment and inflationary concerns are already affecting short-term portfolio construction and are likely to shape which regions, sectors and asset classes succeed over the coming years.
Session 1 — New world order, new investment rules
The opening session examines the investment effects of the changed economic and political landscape. Banai Ádám, managing director at Magyar Nemzeti Bank responsible for monetary policy, financial stability and central bank toolkit, will speak about where middle-class and wealthy Hungarians currently hold their assets and the present investment map.
Panelists including Eppich Győző, director of the OTP Bank Research Centre, and Vízkeleti Sándor, CEO of Amundi Alapkezelő and president of BAMOSZ, will explore opportunities arising from defense, energy, reshoring and the reorganisation of supply chains.
Session 2 — The future of private banking and wealth management
The second session focuses on the private-banking business and wealth management. Speakers include Pál Máté (HOLD, digital lead) and Varga-Szilágyi Péter (Wood & Co. Hungary, managing partner). Discussions will center on technological transformation, generational change and regulatory shifts, and will address whether human advisors remain necessary as clients increasingly expect automated, personalised digital solutions.
A dedicated panel will consider second-generation private-banking clients; participants include Lévai Bálint (BioTechUSA Group, owner) and Szabó Ákos (Tranzit Csoport, CEO). The conversation will look at changing attitudes to risk, digital service expectations and the role of social impact for the next generation.
Afternoon — alternatives and the limits of classic portfolios
The afternoon sessions examine the limits of traditional portfolios (for example, the 60/40 approach) and how alternative investments can be integrated into wealth management. Topics include private equity, private credit, infrastructure and thematic investments, their specific risks and liquidity features, and which clients might benefit from these approaches.
Presenters include Bárány Kristóf (Shopper Park Plus, chairman of the board), who will discuss changes in the retail and commercial real-estate market, as well as Bakk Ferenc (OTP Alapkezelő, investment director) and Rigó Gábor (Gránit Alapkezelő, portfolio manager), who will participate in the alternatives panel.
Closing session — taxation, succession and family-office structures: the 2027 wealth tax
The event will close with sessions on challenges facing very large fortunes: taxation, wealth planning, trust structures, inheritance and family-office models. Special attention will be paid to the planned 2027 wealth tax in Hungary. Organizers note this issue extends beyond tax policy: it directly affects private-banking client decisions, the structuring of family assets and intergenerational transfer models.
Awards and applications
The day concludes with the Portfolio Investment and Wealth Management Awards, recognising outstanding performance in Hungary’s wealth-management and asset-management sectors. Awards are decided using objective data, industry votes, audience feedback and an independent professional jury. Categories include Manager of the Year, Private Banking Provider of the Year, Portfolio Manager of the Year and Sustainable Investment Solution of the Year. The deadline for award applications is 15 October.
Participation and information
Portfolio invites market participants to register for the 11 November event to attend up-to-date analyses, panel discussions and networking opportunities on the future of Hungarian wealth management. The organisers state that the publication does not constitute investment advice.
Speakers and participants mentioned in the programme include: Banai Ádám (Magyar Nemzeti Bank, managing director), Eppich Győző (OTP Bank, director of the Research Centre), Vízkeleti Sándor (Amundi Alapkezelő, CEO; president of BAMOSZ), Pál Máté (HOLD, digital lead), Varga-Szilágyi Péter (Wood & Co. Hungary, managing partner), Lévai Bálint (BioTechUSA Group, owner), Szabó Ákos (Tranzit Csoport, CEO), Bárány Kristóf (Shopper Park Plus, chairman), Bakk Ferenc (OTP Alapkezelő, investment director) and Rigó Gábor (Gránit Alapkezelő, portfolio manager).
(The cover image is credited to Portfolio.)
This article does not constitute investment advice or a recommendation.
