Investment Management

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.