performing the investment audit of particular items of the Client’s assets;
defining the Client’s strategic investment goals, including the risk profile and investment horizon;
investment consultancy;
development and implementation of investment strategy;
allocation of the Client’s assets (both in the local and global markets);
recommendations on the selection of partners and suppliers of financial products and services;
regular monitoring of investment strategy implementation and periodic reporting on the level of assets and variations in the wealth value (costs vs generated rate of return, market value of assets, cash flow forecast), and recommendations on changes;
representing the Client in contacts with financial institutions;
