Wealth and asset management
Contact UsWe believe that our main advantage is our independence. Our team formed of independent portfolio managers act solely in the best interests of our clients and are not connected to individual banks or any other third parties. Our investment choices depend only on your long-term plans and expectations. We are devoted to being objective and unbiased in the evaluation of financial instruments and services of the investment market as well as providing our clients with a clear understanding of advantages and drawbacks of financial solutions.
We maintain a high level of transparency according to the best international practices.
This approach allows us to give preference to long-term solutions instead of short-term oriented aggressive investment strategies. Our main target is portfolio stability and efficiency. Our services include, but are not limited to the following:
- Analysis of risk and efficiency of the investment portfolio;
- Formation of investment strategies according to the client’s long-term goals and acceptable level of risk;
- Tactical portfolio improvement;
- Management of the cash flows;
- Professional second opinion on the composition of a portfolio and other investment advisory services (available upon request);
- Full transparency of activities;
- Communication with third parties.