Individual solutions

Individual solutions is a service designed for clients  with specific needs or significant capital

Assets can be invested into:

  • Separate geographic regions
  • Separate asset classes (shares, securities, raw materials)
  • Chosen investment strategies

The individual investment solutions service includes:

  • Portfolio forming based on the client’s investment needs
  • Portfolio management in accordance with the defined strategy and set risk limiting parameters
  • Regular meetings with the portfolio holder and consulting on relevant investment issues
  • Providing investment analysis for the client
  • Assistance in tax planning
  • Detailed reports on management results, including holder comments

Basic information about the protection of obligations to investors