Advisory – this is individual consultations from professional consultants and analysts who manage the Bank’s portfolios or customers’ assets on various issues related to the financial market customers might be interested in.

Customers have an opportunity to discuss the following issues with professional consultant-analyst:

  • Prospects of a particular financial instrument;
  • Their actions regarding a particular financial instrument;
  • Structure and status of their financial instruments portfolios;
  • Situation on the financial market;
  • Other aspects of investments;
  • Customers will receive quality and professional responses on financial market-related issues the customers might be interested in.

The advisory service is meant to those who passed their funds in trust management but later decided to open a financial instruments account and to personally create and manage their financial instruments portfolio.

The advisory service price is set individually and depends on the turnover resulting from financial instruments transactions. The recommended minimal amount for using advisory services is USD/EUR 500 thousand.

The service is rendered at the Head Office of Baltikums Bank in Riga (Latvia).

For more information please contact private bankers.
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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