Advisory on investments in financial instruments
We provide our Customers with advisory on investments in financial instruments. This service is especially popular among Customers who wish to manage their own investment portfolio, but, at the same time, value the opinion of the Bank’s investment managers.
During the consultation, our team of professionals can assist in evaluating the Customer’s investment ideas and will propose an optimal solution, respecting the Customer’s goals on the expected return and risk.
The experience and knowledge of our team allows us to assist our Customers in transactions with almost any financial instrument, but we mainly specialize in providing advisory on investing in stocks and bonds.
The Bank provides independent advisory on investments in investment grade bonds and similar financial instruments that are not related to the Bank (including persons related to the Bank).
In order to receive the said service, the Customer needs to have a financial instruments account with the Bank, and sign an advisory agreement with the Bank.
If you are interested in this service, please dial Customer Info Service:
(+371) 67 359 000 or send the request to the e-mail: firstname.lastname@example.org