The main components of our individual investment management services are as follows:

• Strategic and tactical asset allocation based on the forecast of market trends;
• Implementation of investment strategy in accordance with the clients’ goals and restrictions of their investment policy;
• Analysis of global financial market opportunities and identification of the most attractive investment themes;
• Ongoing review of clients’ portfolios and making necessary adjustments for achievement of the pre-defined parameters of investment strategy (target return, risk profile, liquidity, base currency, etc);
• Selection of top-tier asset managers and constant monitoring of their performance;
• Discretionary portfolio management;
• Consolidated portfolio reporting on all clients assets.