How It Works
When providing services, our experts will consider all the specifics of the national market, benchmark the industry, as well as the financial, human and technological potential of the client’s company based on the location of the investment entity, available raw material stock, logistics capabilities, geopolitical and weather conditions of the region.
Your portfolio strategy begins with a personalized investment analysis, then graduates through the portfolio construction process in which multiple asset classes, style allocations and multiple specialist money managers are combined to meet your investment objectives.
Our investment objective is to provide consistent, value oriented returns by carefully implementing disciplined investment philosophies that have favorable historical performance characteristics. Performance goals are managed by objective, based upon your financial planning needs and personal risk tolerance.
The result is an asset management process designed to respond to your individual issues while also responding to the dynamics of the capital markets.
HIGHLIGHTS
- Verification and control of all banking statements
- Clear and comprehensive overview of all asset pools taking into consideration all banking relationships
- Basis for coordinated implementation of investment policy
- Basis for professional liquidity management
- Routine cooperation with clients’ tax accountants and lawyers
- State-of-the-art IT platform designed for consolidation and reporting functions