Wealth management

We help you manage your wealth worldwide.
«Money must be managed, not served»

Lucius Anney Seneca

Effective wealth management
What’s the use of wealth management?
Having been consulted professionally on managing moneywealth, the owner and top managers receive a set of rules and
pieces of advice regarding functioning at the market.

Wealth management allows business to always have regard to all financial indicators, maintain profitability, with a view to
risks, and control cash flows.

Wealth management includes working with available resources, borrowing, and leverage. The investment portfolio can include such financial instruments as stocks, bonds, options etc.

Wealth management fundamentals

Diversification is a strategy for the distribution of investment in various sectors of the economy and within different classes of assets. With diversification applied, in case of loss-making of one
particular investment, you lose only a part of investments.
The main rule of diversification is to : invest in one industry from 2 to 10% of total investments.
The second important aspect is that it is advisable not to invest more than 30% of all funds available. Moreover, in the first stages, it is worth reducing this amount to 10-15%. It is a conservative approach that
yields solid results.
When investing in related markets, it is advisable to allocate no more than 25% of investments. Thus, if one
particular investment becomes unprofitable, you lose only a part of investments with retention of the other
due to the wide asset allocation in different markets.
A portfolio is a group of financial assets that includes stocks, bonds, commodities, currencies and cash equivalents, as well as financial assets of the mutual, exchange-traded and closed funds. A portfolio can also consist of privately held securities, like real estate, pieces of art, and private investments.
Portfolios are held directly by investors or managed by financial professionals and wealth managers. Investors should build an investment portfolio in accordance with their risk tolerance and investing objectives. Investors
may also have multiple portfolios for various purposes.