Portfolio management, individual investment strategies and analytical support on global financial markets.
Managing clients' investment portfolios under an investment consulting agreement. Audit of existing portfolios and proposals for adjustments depending on the client's goals.
Independent professional assessment of securities structure and effectiveness of an investment portfolio. A team of experts with more than 25 years of experience. Learn more
Analysis and audit of the financial and legal infrastructure efficiency. Proposals for optimisation of structure to increase effectiveness.
Development of individual investment strategies tailored to goals, risk requirements and investment horizon of each client.
Analytical support of clients on global financial markets. Regular reviews, forecasts and recommendations for informed decision-making.
Education, investment support and legal coverage in the field of digital assets. Anastasia Aleshina — head of the crypto department. Learn more
Analysis of the global macroeconomic situation and the movement of financial flows. Identification of attractive regions and asset classes.
Distribution by asset class — equities and bonds. Geographic diversification: US, Europe, China and other regions.
Selection of the most attractive sectors and undervalued companies. For bonds — minimum BB− rating.
Continuous portfolio supervision. Strategy adjustment as market conditions and client goals evolve.
