Here are the main components of our investment management services:
- Advice on strategic and tactical asset allocation based on the forecast of market trends;
- Review of market research and identification of the most attractive investment opportunities;
- Regular review of client portfolios and advice on the necessary adjustments for achievement of the defined parameters of investment strategy (target return, risk, liquidity, etc);
- Selection of top-tier asset managers and constant review of their performance;
- Implementation of investment strategy on clients’ behalf in accordance with the goals and restrictions of their investment policy;
- Discretionary portfolio management for clients who wish to delegate all decision-making to us;
- Managing our own investment funds and discretionary strategies dedicated to specific needs of the high net worth clients.