We recommend asset management services to customers considering depositing part of their liquid assets into a strategy managed by specialist on customers’ behalf.

The above mentioned services are a professional allocation of your assets on a capital market, led by your instruction, which can be “tailor-made” or come in form of one of available investment strategies. Investment goals, risk level, expected return rate depend on a type of a strategy selected by a you. BRE Wealth Management investment officer buys and sells securities and other financial instruments and makes all necessary decisions to actively manage your assets. Investment officer makes decisions on two levels:

• allocation (how many shares to keep if any)
• selection (what kind of shares to buy)

Investment officer’s duty is to monitor and occasionally make changes in portfolio’s structure depending on market situation.