Schoellerbank AG

What Schoellerbank AG does

Schoellerbank AG is an Austrian private bank headquartered at Renngasse 3, 1010 Vienna, founded in 1833 and operating as a wholly-owned subsidiary of UniCredit S.p.A. since 2009. The bank provides wealth management and private banking services to high-net-worth individuals and families, with a multi-generational client base and a stated philosophy of "Investieren statt Spekulieren" (Investing instead of speculating) that emphasizes long-term, sustainable investment over short-term speculation.

The product and service platform centers on discretionary portfolio management (Vermögensverwaltung) and is supported by a proprietary investment shelf that includes Schoellerbank Fonds, the onemarkets Fund, individual equities, structured products, bonds, and gold ("Die goldene Reserve"). A dedicated fund-management subsidiary, Schoellerbank Invest, operates the proprietary funds. Around the investment core, the bank bundles Financial Planning, Vermögensnachfolge (wealth succession), Vorsorgelösungen (pension solutions), Immobilienservice (real estate), Stiftungsservice (foundation services), and a tax-aware reporting service (Reportservice Erträgnisaufstellung). Distribution is primarily through personal advisory at physical branches across Austria, augmented by a secure online banking platform and phone-based advisory/callback services.

The revenue model combines recurring asset-based fees on managed portfolios (subscription/recurring), distribution and management fees on proprietary and third-party investment products (transaction fee), and fees from financial, succession, pension, real estate, and foundation advisory (professional services). Pricing is not publicly disclosed and is quote-based, tailored to client relationship and asset level. The bank is privately held under UniCredit and has no public ticker; no revenue, AUM, or headcount figure beyond a 251–500 employee band is disclosed in available material.

Name

Schoellerbank AG

Legal name

Schoellerbank AG

Website

https://schoellerbank.at

Company type

Private

Founded year

1833

Operating status

Operating

Headcount range

251–500 employees

Short description

Schoellerbank AG is an Austrian private bank, founded in 1833 and wholly owned by UniCredit S.p.A., providing discretionary portfolio management, wealth succession, and advisory services to high-net-worth individuals and families across Austria.

Ownership category

akta.pro rank

Product category

Private Banking & Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Depository Credit Intermediation (5221), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

Keywords

• Private banking services
• Wealth management
• Portfolio management
• Wealth succession planning
• Investment advisory

Headquarters

HQ city

Gerasdorf Bei Wien

HQ country

Austria

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management Services: Asset management and portfolio management services for high-net-worth individuals, generating fees based on assets under management and advisory services.
2. Investment Products Distribution: Distribution of proprietary funds (Schoellerbank Fonds, onemarkets Fund), stocks, structured products, bonds, and gold, earning distribution fees and potentially management fees on funds.
3. Financial Advisory Services: Services including Financial Planning, Wealth Succession Planning, Pension Solutions, Real Estate Services, and Foundation Services, generating advisory fees.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels4 records

Core offering

Schoellerbank AG provides discretionary portfolio management and personalized wealth advisory to Austrian private clients, distributing proprietary and third-party investment products (Schoellerbank Fonds, onemarkets Fund, Aktien, Strukturierte Produkte, Anleihen, Gold) alongside a premium private account with Visa Infinite card. It also delivers complementary advisory services including Financial Planning, wealth succession (Vermögensnachfolge), pension solutions, real estate brokerage, and foundation management, all delivered through physical branches, phone advisory, and an online banking platform.

Product overview

Schoellerbank AG is a leading Austrian private bank offering a comprehensive wealth management platform centered on discretionary portfolio management. The core offering consists of investment products (Schoellerbank Fonds, onemarkets Fund, individual stocks, structured products, bonds, gold investments) and banking services (private account with Visa Infinite). Supporting services include Financial Planning, Vermögensnachfolge (wealth succession), Vorsorgelösungen (pension solutions), Immobilienservice, Stiftungsservice, and reporting services. The bank emphasizes sustainable investment strategies, long-term wealth preservation across generations, and individualized client solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Schoellerbank Fonds Mutual funds managed by Schoellerbank Invest AG, offering diversified investment portfolios across various asset classes for client investment portfolios.
• onemarkets Fund Investment fund offering structured market access and diversified portfolio management solutions for investor portfolios.
• Aktien (Equities) Equity investments including individual stock selection and analysis services for portfolio construction and active management.
• Strukturierte Produkte (Structured Products) Customized structured products tailored to individual investment objectives and risk profiles for portfolio diversification.
• Anleihen (Bonds) Fixed income securities including government and corporate bonds for income generation and capital preservation within client portfolios.
• Privatkonto & Visa Infinite Private banking account paired with a premium Visa Infinite card offering exclusive benefits and services for affluent clients.
• Die goldene Reserve (Gold) Gold investment products and storage services for portfolio diversification and wealth preservation.
• Vermögensverwaltung (Discretionary Portfolio Management) Discretionary portfolio management service providing individualized investment strategies based on each client's risk profile and financial goals.
• Financial Planning Comprehensive financial planning service analyzing life goals and financial situations, creating detailed roadmaps for achieving clients' financial objectives.
• Vermögensnachfolge (Wealth Succession Planning) Wealth succession planning service ensuring smooth transfer of assets to future generations with maximum efficiency.
• Vorsorgelösungen (Pension Solutions) Pension and retirement solutions providing long-term financial security for individuals and families.
• Immobilienservice (Real Estate Service) Real estate services including identification of attractive investment properties and support for real estate transactions within a diversified wealth strategy.
• Stiftungsservice (Foundation Service) Foundation establishment and management services for long-term wealth preservation and required distributions to beneficiaries.
• Reportservice Erträgnisaufstellung (Earnings Statement Reporting) Comprehensive reporting service providing detailed earnings statements and full transparency on assets, including foreign assets held at Schoellerbank reported under the respective country-specific tax regulations.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Market position

Weaknesses4 records

Competitive moat6 records

Key risks4 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Schoellerbank AG