New Aegon Division Targets High-Income Investors

Aegon Romania, October 25, 2013

Aegon Romania has launched a new division, Aegon Private Investments. It will provide high-income investors with personal service and unique access to large investment funds, only available through the London or Vienna Stock Exchanges.

Aegon Private Investments

The new division’s team of four advisors were recruited from among the country’s top private wealth professionals. Equipped with state-of-the-art, iPad-based software, their personalized and flexible service is available exclusively to high-income customers with more than 5,000 euros to invest. The division will enable Aegon to tap into an attractive niche in the market.

Unique investment product

Their launch product, Aegon Privilege, has already proven successful with Aegon Poland and is unique on the Romanian market. It offers a unit-linked product with access to around 30 investment funds managed by Franklin Templeton, Fidelity, Black Rock, Allianz, JP Morgan, Schroder and Credit Suisse.

It also offers the possibility of investing in euro’s or US dollars. Aegon Privilege combines the benefits of an investment product with the benefits of life insurance – which combines protection with tax-free gains in Romania.

Transparent costs

"Through Aegon Privilege, investment in these prestigious international funds is more accessible than for direct purchase of fund units. The product gives our customers complete control over investment decisions, online access, real-time information related to the contract and its evolution, and full transparency on the costs associated with this product," explains Sînziana Maioreanu, CEO of Aegon Romania.

Written by: Aegon