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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