Individual Solutions

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