Individual investment portfolios

Individual investment portfolio management services enable clients to avoid complicated and time consuming investment processes, entrusting these matters to highly qualified professionals who materialize all of clients' wishes and requests in a real investment portfolio. The wide range of asset management services makes it possible for Citadele Asset Management to implement various investment allocation strategies on the basis of acceptable risk levels and expected profitability requirements.

When creating and managing portfolios of clients, our experts give preference to securities which are included in Citadele group’s investment portfolio. Such an approach to investment process makes Citadele Asset Management different from other managers who do not bear any investment risks themselves.

Our clients are individuals as well as legal entities: pension funds, insurance companies, local and foreign investment companies and funds. Experience acquired throughout the years of activity in developed and Eastern European markets combined with careful selection of financial instruments and continuous monitoring enables us to offer investment services of highest quality.

Among countless advantages, the following ones should especially be pointed out:

  • Experience and professionalism – assets are managed by experts with extensive experience in the world’s financial markets, with a particular emphasis on Eastern European markets;
  • High profitability – offered solutions include products which can reach a profitability rate of 15 – 25% and even higher; this is obtained through active management of funds;
  • Individual approach – development of an optimum investment strategy in accordance with individual wishes and requests of each client;
  • Availability of information – our clients receive detailed reports and consultations regarding their investments

For more detailed information on management of individual investment portfolios, please contact our experts in Latvia or abroad.