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Individual Solutions

Office Environment

Individual Solutions

Individual solutions are services designed for clients with specific requirements or significant amount of capital

Assets can be invested into:

  • Separate geographic regions

  • Separate asset classes (shares, securities, commodities and blockchain-assets)

  • Chosen investment strategies

The individual investment solutions service includes:

  • Portfolio forming based on the client’s investment needs

  • Portfolio management in accordance with the defined strategy and set risk limiting parameters

  • Regular meetings with the portfolio holder and consulting on relevant investment issues

  • Providing investment analysis for the client

  • Assistance in tax planning

  • Detailed reports on management results, including holder comments

  • Assistance in inheritance 

  • Assistance in nationalities of client