Services

Personal broker

A personal approach to your investments. An investment adviser will build a portfolio for you and help you manage it so that you can reach your investment goals

Get a free portfolio analysis

Analysis of financial instruments
Assessment of the prospects of trades
Recommendations for strengthening the portfolio

3 simple steps to effective investing

We draw up an investment plan
We define financial goals and propose a portfolio model.
We move towards the goal together
We accompany you all the way to your financial goal.
We track progress
We monitor the performance of your investments.

In a convenient format

Talk to an investment adviser

Book an online meeting or visit any of our offices.

Cooperation formats

Investor

Goal: Gradual growth of capital without unjustified risks
Trading style: Long-term investments
Solution: Focus on diversification and risk control, help with efficient asset management
Fee for additional information and advisory services: 2% a year of net asset value

Trader

Goal: Using market volatility; higher risk of losses
Trading style: Short-term speculative trades
Solution: Focus on active trading and short-term ideas, strict risk management for each position
Fee for additional information and advisory services: 0.2% of turnover and 20% of investment income

Putting investment ideas into practice

With a personal broker you can do more

Exclusive offers
Take part in pre-IPOs, invest in Eurobonds and use individual investment solutions designed specifically for you.
Personal approach
When building your portfolio we take into account your wishes regarding currencies, investment instruments and markets, and propose our own ideas so that you reach your financial goal sooner.
Global investments
Be among the first to learn about the most promising investment ideas on the global market. Get access to international investments through Asia Capital with the participation of international partners.
Advanced technology
You will have access to algorithmic strategies, an automated portfolio rebalancing system and one-click execution of recommendations on your smartphone.