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5.37/10
TU Overall Score
The purpose of creating the TU Overall Score is to make the search for secure and reliable brokerage companies easier for the visitors of our website. We believe that it is a very important mission as, unfortunately, not every company in the financial industry is worthy of trust.

According to our idea, the TU Overall Score indicator should answer the biggest question of all: “Can I trust this broker with my money?”. The scores range within 0.01 – 9.99 (the higher the indicator the more trust the broker has). More details
Minimum deposit:
  • N/A
Trading platform:
  • BVB Trading
Leverage
  • N/A
Trading features
  • Annual net income from securities investment is taxed at 16%
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Our Evaluation of Vienna Investment Trust

5.37/10
TU Overall Score
The purpose of creating the TU Overall Score is to make the search for secure and reliable brokerage companies easier for the visitors of our website. We believe that it is a very important mission as, unfortunately, not every company in the financial industry is worthy of trust.

According to our idea, the TU Overall Score indicator should answer the biggest question of all: “Can I trust this broker with my money?”. The scores range within 0.01 – 9.99 (the higher the indicator the more trust the broker has). More details
Traders Union icon

Vienna Investment Trust is a moderate-risk broker with the TU Overall Score of 5.37 out of 10. Having reviewed trading opportunities offered by the company and reviews posted by Vienna Investment Trust clients on our website, Traders Union expert Anton Kharitonov recommends users to thoroughly analyze pros and cons before opening an account with this broker as not all clients are satisfied with the company, according to reviews.

Brief Look at Vienna Investment Trust

Vienna Investment Trust, established in 1994, played a role in the revitalization of the Bucharest Stock Exchange. Originally named SC INCOVAL SA, the firm is regulated by the Romanian National Securities Commission and is a member of the S.C. Investors' Compensation Fund, which protects investors in Romania. Vienna Investment Trust provides access to organized securities markets, enabling clients to trade stocks, bonds, funds, options, and other financial instruments. It also offers access to domestic and international commodity, futures, and options exchanges. The firm's primary services include executing client orders, investment advisory, and portfolio management.

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TU Expert Advice

Anastasiia Chabaniuk

Author, Financial Expert at Traders Union

Vienna Investment Trust, established in 1994, offers a variety of trading instruments, including stocks, bonds, futures, options, and investment funds. The company provides access to both domestic and international markets, including the Bucharest Stock Exchange and Deutsche Börse, via the BVB Trading platform. Its clients can choose from managed, discretionary, or online account types based on their preferences for professional management or self-directed trading. The company also delivers investment advisory services and portfolio management to cater to different financial goals and risk appetites.

However, Vienna Investment Trust does not provide access to U.S. or Asian markets, which may not suit traders seeking exposure to these regions. The absence of leverage and a specified minimum deposit can further limit flexibility for some investors. Considering these factors, Vienna Investment Trust may be suitable for investors focused on European markets who prefer moderate-risk investment strategies or require advisory support. It is advisable for potential clients to carefully evaluate their needs and investment goals before choosing the broker.

Vienna Investment Trust Summary

Your capital is at risk.  79.43% of retail investor accounts lose money when trading CFDs with this provider. Vienna Investment Trust Ltd and its affiliates do not target EU/EEA/UK clients. It is the user's responsibility to ensure that any use of the website or services adhere to local laws or regulations. Please be aware that you are able to receive investment services at your own exclusive initiative only, ensuring you fully understand all the risks involved.

💻 Trading platform: BVB Trading and others
📊 Accounts: Managed Account, Discretionary Account, Online Account
💰 Account currency: RON
💵 Deposit / Withdrawal: Bank Transfer
🚀 Minimum deposit: N/A
⚖️ Leverage: N/A
💼 PAMM-accounts: No
📈️ Min Order: N/A
💱 EUR/USD spread: No
🔧 Instruments: stocks, bonds, futures, options, stock indices, investment funds, equity securities
💹 Margin Call / Stop Out: No
🏛 Liquidity provider: N/A
📱 Mobile trading: Yes
➕ Affiliate program: No
📋 Order execution: Exchange Execution
⭐ Trading features: Annual net income from securities investment is taxed at 16%
🎁 Contests and bonuses: No

Vienna Investment Trust offers clients trading access to BVB, the Bucharest Stock Exchange (Bursa de Valori București) and SIBEX (the Sibiu Stock Exchange) as well as international exchanges like Deutsche Börse and its derivatives-focused subsidiary, Eurex Exchange. Clients can also invest through the European Energy Exchange (EEX), a leading European platform for trading energy products and commodities such as electricity, natural gas, and coal. Additionally, Vienna Investment Trust provides access to Climex, a Netherlands-based exchange specializing in climate contracts.

Vienna Investment Trust Key Parameters Evaluation

User Satisfaction i

Score:
6/10

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nasirforex
1 year ago

With over 20 years of operation, Vienna Investment Trust has the experience advantage. I believe the company understands investor needs and strives to provide them with the best interaction scenario with the stock market. This means you don't need to delve deeply into investment topics to start earning. You can entrust your funds to Vienna Investment Trust, and the company's experts will do their best to make these funds profitable for you. They build the portfolio themselves after discussing with potential investors. I scheduled a meeting in advance - the whole procedure took no more than 30 minutes.

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xinzhu
1 year ago

I use Vienna Investment Trust to invest in stocks and bonds on the Bucharest Stock Exchange. The BVB mobile app provided for this works on both Android and iOS devices. Fee breakdown by groups is freely available. For example, I can easily see the clearing fees for each transaction, as well as the amount withheld by the depository. The range of available stocks is very diverse. This includes bank stocks, such as Banca Transilvania, and shares of major energy companies such as Romgaz, OMV Petrom, Electrica. I invest in their securities because they are corporations with the most predictable indicators.

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samson4real
1 year ago

I'm satisfied with the quality of services provided by Vienna Investment Trust. The broker offers direct market access without intermediaries and maintains reasonable fee rates. There's a good variety of trading assets available, although the U.S. market is not accessible. I've withdrawn profits over 10 times - never have my requests been canceled or blocked. Of course, there's a withdrawal fee, but can funds be obtained without it? Payments are processed via a bank, so fee deduction is standard. Vienna Investment Trust doesn't apply any hidden fees, which is definitely a plus for this broker.

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hollygrail
1 year ago

I don't regret choosing Vienna Investment Trust for investing in securities. The broker operates fairly - this applies to both fee calculations and profit payouts. I consult with the company's experts periodically regarding overall investment strategy and risk management methods. I always ask for complex terms to be explained in simpler language, which the staff at Vienna Investment Trust happily provide. I quickly familiarize myself with the trading platform's functionality and the fee calculation principle.

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syaiful
1 year ago

Vienna Investment Trust provides access to spot and futures markets and also offers assistance in managing investment portfolios. I actively use all these services because I want to significantly multiply my existing capital by the age of 40. I seek consultations several times a month and go to the company's office to receive them because I don't always quickly understand experts' explanations over the phone. Vienna Investment Trust offers a diverse range of markets, which is essential for portfolio diversification.

Score:
5.2/10

Regulation and safety

Information

Vienna Investment Trust operates under Regulation Certificate No. 393/30.05.2006, issued by the Autoritatea de Supraveghere Financiară (ASF), also known as the Romanian National Securities Commission.

Vienna Investment Trust is a member of the Investor Protection Fund (IPF), which compensates clients for losses in the event of financial issues with the broker.

Advantages

  • The broker has been regulated since 2006.
  • Investor funds are held in segregated accounts in major EU banks.
  • IPF compensation for each client can reach up to €100,000.

Disadvantages

  • The broker does not provide access to U.S. and Asian exchanges.
Score:
5.5/10

Account types

Vienna Investment Trust offers accounts with various fund management options and investment decision-making approaches.

Account types:

Account Type
Description
Managed
These accounts are designed for those who want to entrust their funds to professionals and receive personalized investment strategies. Management is handled by a professional manager
Discretionary
These accounts are designed for investors who trust professionals and want quick responses to market changes without the need to approve each transaction. A broker or consultant manages the funds and assets (buys/sells) at their discretion.
Online
These accounts are designed best for traders and investors who wish to manage their investments with minimal fees. The account holder trades independently and builds their asset portfolio.

The choice between these accounts depends on the trader’s experience level, risk tolerance, availability of time to manage investments, and preferences regarding control over assets.

Score:
4.0/10

Investment Options

Vienna Investment Trust offers a diverse range of investment instruments and strategies to cater to the varied financial goals and risk tolerances of its clients. Through Vienna Investment Trust, investors can access opportunities in stocks, bonds, mutual funds, IPOs, and futures. The firm also provides wealth management and investment advisory services for private individuals, professional clients, companies, and business conglomerates.

Vienna Investment Trust’s affiliate program

This broker does not offer affiliate programs.

Contacts

Registration address 4, Splaiul Unirii, Building B3, Bucharest 4, 030121
Regulation Romanian National Securities Commission (Autoritatea de Supraveghere Financiară (ASF)) Licence number:
№ 393/30.05.2006
Official site office@viennainvestment.ro
Contacts
+40 21 207 48 80, +40 21 207 48 81, +40 21 207 48 82, +40 21 207 48 83, +40 21 207 48 98 (fax)

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