Individual portfolio offers
- focus on client’s needs and objectives
- systematic, disciplined and transparent investment process
- big data analysis
- independent view and constant quality analysis
- effective risk management system
- investment portfolio adjustment based on the current market cycle
The time horizon of the investments, the risk level, the portfolio composition, the expected yield and cash flows are determined based on the client's profile.
Reports
- Portfolio performance statement
- Portfolio summary
- Transaction journal
- Cash account balance
- Trading confirmation
Periodicity
- each trading deal
- upon the request of the client (e.g. monthly, quarterly etc.)
- as required (once per 3 months)
