Asset management

We develop a personalized investment strategy for you depending on your requirements, which include:

• expected return - financial goals
• risk profile - level of risk that is acceptable to you
• investment horizon - period, over which the funds should be managed within the portfolio

As part of portfolio management, we strictly follow and monitor the chosen investment strategy. The strategy can be modified with your consent only.

Our experts continuously monitor and evaluate current developments on the financial markets and search for new investment opportunities. Our goal is to effectively add and retain value to your assets and to achieve optimal yield within the chosen investment strategy.　

To achieve these objectives, we use high-quality research leading to fundamental evaluation, shared know-how and cooperation within RBI Group.　

Portfolio management adheres to the principle of open architecture, where our selection of investment instruments is not limited to the in-house products of RBI Group, but instead we objectively seek for the market’s most suitable investment instruments also from other financial groups within the particular asset class and investment focus.

The client also has an opportunity to compare the portfolio performance against a benchmark (index, standard) that reflects development of the market.

We provide you with transparent and detailed information about the development of your portfolio through regular reports and our online application.