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Private Banking

Wealth Management and Financial Planning

Discretionary Investment Management

Discretionary investment management is designed for investors not planning active personal participation in the investment process.

The Bank offers 2 types of discretionary investment management:

  • Individually constructed investment portfolio;
  • Investment portfolio with standard strategy.

For individually constructed investment portfolio, a customer jointly with Bank determines the strategy and risk limiting parameters, and the Bank performs the investment allocation, management and reporting.

Investment portfolio with standard strategy offers a number of basic strategies developed by the Bank for instance, it is possible to assess investment results for the previous periods. In general, assets are invested in different investment (mutual) funds.