Who we are

OTP Asset Management Romania is a member of OTP Group, was established in 2007 and currently it is in the top of the most important fund managers in Romania. OTP Asset Management Romania benefits from the regional experience of its majority shareholder, OTP Fund Management, who is a market leader in Hungary, with an experience of over 20 years in the field of investment fund management. OTP Fund Management is present in Hungary, Romania, Bulgaria, Croatia and Ukraine and manages in Hungary alone over 5 billion euros, in more than 90 investment funds.

OTP Group is present in 9 countries in the region – Hungary, Slovakia, Serbia, Romania, Bulgaria, Croatia, Ukraine, Montenegro and Russia.

Ever since its launch and up until now, OTP Asset Management Romania has grown constantly, and the centre of its activities is the generation of new ways through which clients can be best served. In the future, the company intends to complete the funds’ portfolio in order to offer to its clients a wide array of products, diversified from a geographic and currency point of view, always seeking to offer solid performance in order to meet the clients’ expectations and their needs, which are continuously changing.

Our mission is to create value on the long run and to constantly offer new investment opportunities to our clients. We are dedicated to offering performance and excellence in what concerns services superior to those of our competitors.

Our vision is for us to be considered by our clients as being one of their first options in what concerns savings and investment on the Romanian capital market. We want the name OTP Asset Management Romania to represent a guarantee in the field of investment products and services. We want to reach this objective by creating a balance between the expected performance and assumed risks, and through our continuous dedication of having the highest ethical and professional standards.

The values we use as guidelines in our company’s development are: Trust, Excellence, Focus on the client, Focus on people, Innovation, Integrity.