News
STEP Europe Conference – 2024
This year’s STEP Europe Conference 2024 was held in Monaco, bringing together leading experts from across the region to discuss the latest developments and challenges in trusts and estates. Representing Aliant-Menyhei-Molnár-B.Szabó Law Firm at this high-profile event were our Managing Partners Dr. Gábor B. Szabó and Dr. Ákos Menyhei.
Dr. Menyhei actively participated in a thought-provoking panel session titled “Help! I Don’t Trust My Trustee Anymore. What Can I Do?” The session focused on the sensitive issue of trustee removal, a topic that often arises in complex trust relationships. Together with a distinguished group of panelists from diverse regions, Dr. Menyhei explored practical strategies and shared insightful perspectives on navigating these challenging situations.
STEP Europe Conference – Budapest
Under the theme, “Wealth management and estate planning: new challenges, new toolkit,” this event brought together esteemed professionals from across Europe and around the world.
Among the distinguished presenters, two of our managing partners took center stage. Dr Menyhei shared insights on “The Hungarian asset management foundation and the hybrid trust – key pillars for Hungarian family offices.” His presentation explored innovative strategies and key components essential for navigating the evolving landscape of wealth management in Hungary.
Dr B. Szabó tackled the topic of “Increasing Compliance Burdens” while posing the thought-provoking question, “Is The Abnormal the New Normal?” With a focus on compliance challenges, Dr B. Szabó shed light on the ever-changing regulatory environment and how professionals in the field can adapt.
Chambers & Partners 2023
We are delighted to announce that Dr. Ákos Menyhei and Dr. Gábor B. Szabó, managing partners of Primus Trust have been ranked as first-rate High Net Worth (HNW) advisors by Chambers & Partners for seven and five consecutive years, respectively.
We take immense pride in the recognition received by our managing partners, as it reaffirms our dedication to excellence and client satisfaction.
Join us at the STEP Europe Conference 2023 in Budapest on 12-13 October!
Discover new challenges and innovative strategies in wealth management and estate planning at the STEP Europe Conference 2023 titled “Wealth management and estate planning: new challenges, new toolkit.” Taking place in Budapest on 12th and 13th October, this premier event will feature renowned speakers, including our managing partners Dr Gábor B Szabó and Dr Ákos Menyhei.
Dr B Szabó will address the increasing compliance burdens faced by trustees and wealth managers, offering valuable insights into this pressing problem. Dr Menyhei will cover current issues in Hungarian asset management, providing a comprehensive analysis of developments and potential opportunities. Join us for this exceptional networking and knowledge-sharing experience. For more information and registration click here.
Press Release
Primus Trust Asset Management Zrt categorically rejects the claim of the Hungarian National Bank that it would carry out any activity subject to a license without the appropriate license. At the same time, we are puzzled by the unprecedented mega fine imposed by the MNB on a service provider that, even by MNB’s own admission, did not gain any financial advantage from the allegedly unauthorized lending activity.
On the other hand, we declare that we only carry out fiduciary activities that fully comply with the relevant legal requirements, have the necessary permits, and use all available legal tools to protect the legitimate interests of our clients.
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Chambers & Partners 2022: dr. Ákos Menyhei, managing partner is a first-rate HNW advisor
We are pleased to announce that for the sixth consecutive year, Chambers & Partners ranked dr. Ákos Menyhei, managing partner, as a first-rate HNW advisor (Leader in his field).
Chambers & Partners 2022: dr. Gábor B. Szabó, managing partner is a first-rate HNW advisor
We are pleased to announce that for the fourth consecutive year, Chambers & Partners ranked dr. Gábor B. Szabó, managing partner, as a first-rate HNW advisor (Leader in his field).
Megjelent Dr. Menyhei Ákos új cikke az Oxford University Pressben (2022)
Nagy büszkeséggel osztjuk meg Dr. Menyhei Ákos új, “The impacts of the beneficial owner register on Hungarian asset management foundations, trusts, and hybrid trusts” című új cikkét. A cikk a Trusts & Trustees legfrissebb számában jelent meg, és a tényleges tulajdonosi nyilvántartás magyarországi működését tárgyalja.
Read more New article in Oxford University Press by Dr. Ákos Menyhei
It is with great pride that we share with you the publication of the new article “Tax benefits of the asset management foundation and trust in Hungary” by Dr. Ákos Menyhei. The article is published in the latest issue of Trust&Trustees and it provides a comprehensive summary of the tax benefits available for trusts and asset management foundations in Hungary.to give a much-anticipated speech in Jackson Hole on Friday (27th Sept).
Read more Hogyan alakul a bizalmi vagyonkezelők listája Magyarországon?
Jelenleg tíz vállalkozás szerepel az MNB üzletszerű bizalmi vagyonkezelőket tartalmazó nyilvántartásában. A vállalkozások az engedélyeiket 2015 és 2021 között szerezték, túlnyomó többségük (8) az utóbbi három év során. Az első üzletszerű bizalmi vagyonkezelési engedélyt a Primus Trust Bvk. Zrt. szerezte meg 2015. májusában.
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