Individual Portfolios
RB Asset Management finds it important to provide a personal service to clients, taking into account their specific wishes and requirements.
Therefore, apart from other financial products and services, we also offer individual investment solutions, including: the formation of individual shares portfolios and their trust management, and programmes for accruing funds for a specific purpose – for instance, your children’s education, the creation of pension capital, etc.
Such individual solutions allow us to fully consider the wishes of each client, to choose the appropriate financial instruments and forms of investment for them, to combine different investment strategies, and to diversify risks.
In each specific case, specialists from RB Asset Management will offer financial solutions options to the client, make the required calculations and select the appropriate market instruments, undertake specialist marketing research at the request of the investor, and undertake to handle the administration of invested funds.
Therefore, the client will not need to independently study the nuances of the financial markets – the entire process will be performed by RB Asset Management’s representatives, professionals with considerable operational experience in the field of securities and investment activities.
Individual Securities Portfolios - The creation of a diversified portfolio of securities
- Continuous monitoring of the portfolio by the manager
- The option to make changes in the portfolio at the investor’s initiative
- The offer of new perspective possibilities for the client during the portfolio management period
Programmes for Accruing Funds for a Specific Purpose- The development of an individual programme of accruals
- A conservative or more aggressive strategy depending on the client’s terms and purposes
- The option of adjusting the investment period
- The professional management of funds to achieve the prearranged target
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