Baltikums Bank takes all interests of customers into account regarding financial planning and heritage transfer planning.
Financial consulting is among the services that are rendered to corporate, private, and institutional customers upon preparation of a financial plan, choosing and distributing classes of assets, and managing investments. If the customer signs an agreement after a consultation, the consultation becomes a part of the principal service package. If the customer limits themselves to the plain consultation, this service is considered individual and is paid according to the Bank’s current pricelist.
Customers may also receive individual financial consultations on wealth, private capital, and assets management regarding the funds managed by third parties.
This type of services can be rendered, for instance, together with financial and non-financial (alternative) investments in real estate, investments in exchange commodities.
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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