Baltikums Bank specialises in consultations and management services aimed at providing settlements, credibility management, investment solutions, wealth management, and other banking products tailored to individual needs of the customers. Use of individual services allows the customers gain maximum benefits from their purchased banking products.
Employees of Baltikums Bank are true experts in financial, corporate, and management consulting. If necessary, specialists of the Bank’s functional units and external experts are invited to the work of private bankers.
Baltikums Bank consults on the following issues:
Consultations are offered both on the basis of individually signed agreements and along with other investment services.
Usually the consulting process consists of compiling the customer’s investment portfolio, wealth structuring, preparing an investment offer and a solution based on the asset distribution model development, signing of an agreement, creating portfolios, executing respective transactions, risk monitoring. Based on the customer’s preferences and risk profile, the Bank determines the asset allocation structure.
Then Baltikums Bank distributes and structures the customers’ wealth by classes of assets (shares, bonds, deposits, real estate, alternative investments including structured products and other assets) and, within the classes, by categories based on such features as risk, yield, and geography.
Allocation of assets is subject to prompt changes depending on the time, customer type and region; therefore, we apply dynamic management and strategy creation models, as well as carry out constant monitoring of investments.
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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