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Private Banking

Wealth Management and Financial Planning

Irrespectively of your working experience on the financial markets, we are glad to provide you with comprehensive financial consultation service and package of wealth management & private banking services.

Key advantages: 

  • You are offered possibility to assess your financial position on the basis of your financial plan completed jointly with one of our investment advisers;
  • Comprehensive objective consultation service and financial planning is for your convenience;
  • Access to investment experience and knowledge of the Baltikums Private Bank’s professionals including choice of funds, investment strategies and portfolios;
  • Wide range of investment products and services.

With the help of personal manager, you can make the personalised financial plan, investment strategy and investment portfolio, allocate assets and choose financial products and funds acceptable for you.