FOR AFFLUENT
CLIENTS
WE OFFER CLIENTS ONLY THOSE PRODUCTS AND SERVICES IN WHICH WE ARE CONFIDENT AND READY TO INVEST OURSELVES
Wealth management *
- Analysis of current assets
- Development of individual investment strategies for capital management and protection
- A wide range of investment products and services
- Personal manager and support from experts specializing in turnkey solutions
* in collaboration with the management company
Individual solutions *
- Asset structuring
- Consultations on tax, legal, and administrative matters
- Financial planning
- Solutions for your business
* in collaboration with D8 partners
Brokerage and custodial services
- Access to trading platforms
- Over-the-counter market transactions
- Personalized investment ideas
- Analytical support
- Custodial services
- Financing against securities
- Margin trading
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