Asset Management

Among various aims we want to achieve and tasks we intend to accomplish there are two questions that remain important throughout our lives: how to build wealth and increase it.

While the former is solved independently, the latter can be handled by a professional advisor or a wealth manager.

On the one hand, wealth management is really an art, and on the other, it implies great responsibility, like work in the field of law, medicine, or construction, since incompetence there can be very costly.

Depending on your knowledge of the stock market and the amount of time you are willing to devote to managing your assets, you can choose the most convenient type of wealth management:

Our professional team of brokers and investment managers will help you in choosing the most appropriate option.

Your investments are managed by subsidiaries of our bank, and the bank acts as depositary. Thus we ensure efficiency of operations alongside thorough transaction control and safe keeping of assets.

Our asset management principles

  1. We make strategic investment decisions based on fundamental analysis.
  2. We know that everything changes, that is why we constantly monitor financial markets.
  3. We always remain reasonably sceptical. Our experience in markets is sufficient to keep us from indulging in euphoria or going into panic.
  4. We focus on the markets and instruments that we have a good understanding of and long experience in.
  5. We pay great attention to rational diversification of portfolios.

We recommend using discretionary asset management if you do not consider your background to be sufficient for making independent decisions on purchasing and selling securities in stock markets, you plan long-term investment of your assets and are willing to delegate their management to experts. To receive guaranteed interest income, you can choose a more conservative investment option — ABLV Bank deposits and bonds.

We are ready to provide financing against pledge of investment portfolio for the sake of increasing investment amount or for other purposes. We also recommend you to get acquainted with our set of asset protection services.

Contact your private banker to receive a solution
tailored exactly to your needs!

  • Direct Investments in Private Capital

    Direct investments in private capital of non-public companies allow engaging in investment transactions not available in open market. 

  • Individual Asset Management

    Regardless of your investment preferences (being a conservative or aggressive investor), our team of professional investment managers will help you compose an investment portfolio that best matches your needs. 

  • Investment fund establishing

    The family of a successful businessman decided to transfer a part of their capital into investment fund in order to have a strict control over their asset manager’s actions and at the same time to empower the family members with relevant experience and interests with decision making functions.
    • To create an investment fund, the client was proposed to consider Luxembourg as one of the most popular and respected jurisdictions.

    • Our investment consultants in cooperation with the Luxembourg fund specialists developed the investment fund model and strategy, which were approved by the family.

    Andrejs Jermoņins

    Head of Private Banking Department South