Assets Trust Management

Assets trust management is meant for the investors who do not seek personal active participation in the investment process.

Baltikums Bank offers two main types of financial assets management:

• Individual investment portfolio;
• Investment portfolio with a standard strategy.

With the individual investment portfolio the customer personally determines the investment strategy and risk limiting parameters, yet the Bank performs actual management.

The investment portfolio with a standard strategy offers a range of basic strategy options developed by the Bank.

In case of the investment portfolio with a standard strategy, it is possible to evaluate performance results for previous periods.

Trust management starts with compiling the customer’s investment profile, which includes detailed investment goals, risk undertaking level, investment horizon, discussing other parameters, tasks, and needs with the customer.

Вaltikums Рrivate Banking practices individual approach to assets trust management. In all cases crucial investment decisions, such as change of the investment strategy and assets distribution principles, require the customer’s approval.

Assets Consultative Management

Under the consultative (nondiscretionary) assets management agreement, the Bank provides the customer with consultations on available investment options; however, the customer should independently make investment decisions on the basis of a combination of their own ideas and consultations with the assets management manager.

The private banker shall not make investment decisions without prior approval of such decisions with the customer.

Investment products in this segment are aimed at gaining profit in a longer timeframe with low and medium risk level (except for hedge funds and aggressively structured deposits).

The customer is offered an opportunity to purchase various financial market instruments – shares, bonds, structured products and other instruments with the purpose of investing therein for a certain period of time.

You can consult with your private banker or an independent consultant regarding the investment amount that would be preferable for you; we will determine the contractual amount that, in some cases, might be below the Bank’s preset minimal investment level. 

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