It is not a simple task to become a professional private investor and increase the welfare: investments on international and local markets, except for capital, demands time, knowledge and managerial efforts from a private investor.

Our solution – is advising a client at all stages of investment process. The Personal manager assigned to you and/or investment consultant will co-operate with you in development of strategic management, allocation and control of your investments.

Personal manager will help you to develop a customised investment strategy and investor's profile, build investment portfolio and advise on particular financial products for your portfolio.

Types of investment portfolios offered by Baltikums Private Bank:

• Conservative portfolio;
• Balanced portfolio;
• Balanced investment portfolio on developing markets;
• Growth portfolio;
• Global growth portfolio;
• Investment portfolio on emerging markets.

Banking products and financial instruments for local and international markets, which may be included in your portfolio:

• Current account;
• Ordinary deposit;
• Deposit with individual rate and special parameters;
• Structured deposits;
• International and local bonds;
• International and local shares;
• Local and international bond funds;
• Local and international share funds;
• Balanced investment funds;
• Investment instruments in life insurance;
• International funds of money markets.

Minimum investment

Upon determining minimum investment the Bank reasons from economic feasibility and maximal efficiency of the investments on local and international markets. Minimum investments in Baltikums Private Bank, generally, start from 100,000 EUR, and we does not limit the maximum investment.

You can consult your personal manager or independent consultant as to what investment sum is preferable for you and we will agree the minimum sum with you, which in some cases may be lower than the minimum investment prescribed by the Bank.