Discretionary investment management is designed for investors not planning active personal participation in the investment process.
If you are not planning to take an active part in the investment process personally, we offer to take the advantage of our professional service in trust management:
Baltikums Short-Term Investment Strategy Bond Fund;
Private investment portfolio;
A standard-strategy investment portfolio.
In case of a private investment portfolio you are the one who selects an investment strategy and formulating risk tolerance parameters, but we provide our management services.
The standard-strategy investment portfolio offers a full range of basic strategies developed by our experts.
In case with the standard-strategy investment portfolio you have a possibility to evaluate the operating results for the previous years. Funds are mainly invested in different investment vehicles.
Trust manager services and/or welfare services are relevant for those who purposefully want to place their assets in short-term/ long-term management and to create trust and family holdings.
For more information please contact private bankers.
Bank Customer Information Landline phone: +371 67 031 333, e-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Corporate Banking phone: +371 67 031 405, e-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Private Banking phone: +371 67 031 409, e-mail: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
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