Private Wealth Management services

Let Your Money Rotate the Globe

Have any funds that are not invested? We offer the investment process based on experience of ”Swedbank” Group at large.

The main purpose of the Private Wealth Management service is to preserve the value of capital accumulated by you and earn additional funds from investments in securities. This is daily management of your financial assets entrusted to professional portfolio managers.

Entrust your assets to professionals:

  • your funds will be managed according to the individual strategy coordinated with you, taking into account market situation, your expectations and desired risk type;
  • the portfolio manager shall provide investment results not only in consideration of return on investments, but also on paid charges and available cash positions;
  • the portfolio manager will promptly respond to market changes seeking maximum benefits to you.

This service is for you, if you:

  • seek effective management of your funds and investments;
  • want to entrust your funds and (or) securities for management from EUR 1 million;
  • are not planning to use allocations for portfolio management for your personal needs at least for one year;
  • are well-aware of the portfolio risk.

We offer you

  • Experienced team of analysts and portfolio managers, centralised selection and continuous monitoring of asset classes and instruments.
  • Centralized risk management – analysis of actions of portfolio managers, assessment of conformity with the selected strategy, monitoring changes of the risk of asset classes, etc.
  • Exclusive investments in financial instruments that are not always accessible to all investors.