Baltikums Private Bank offers the investment products, services and solutions for a wide range of customers depending on experience in financial markets, knowledge, risk attitude, wealth and etc. We developed the most popular investment profiles:

• Conservative investor;
• Active investor;
• Investor with own investment strategies and preferences;
• Investor preferring to trust assets management to bank (so-called passive investor);
• Financial intermediary;
• Institutional investor.

Depending on customer/investor profile, Baltikums Private Bank developed different investment proposals.

For capital saving, protection and accumulation the Bank offers the following main types of deposits to conservative investors:

• Ordinary deposit;
• Deposit with individual rate and special parameters

To active investors the Bank offers brokerage and long-term investments to different financial instruments including funds, hedgefunds and structured financial instruments.

Structured financial instruments regularly offered by the Bank often with 100% guarantee of the principal investment sum provide more complicated investment and return opportunities to wealthy clients experienced in financial markets while bear at the same time higher risk.  

To investors, which do not plan active personal participation in investment process, the Bank offers two principal types of assets trust and advisory management:

• Individual investment portfolio;
• Individual portfolio with standard strategy.

In case of individual portfolio, a client himself determines the strategic investment and risk limiting parameters, but the Bank performs the management. Portfolio with standard strategy has a number of basic strategies developed by the Bank, which are offered to a customer as option.