Investment Management

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.