Investments Approach

Personal financial planning
Setting long-term investment objectives with due consideration and respect of interests of all family members;
Developing financial plans with due consideration of the requirements for succession planning;
Elaborating a strategic and tactical assets management structure and their allocation;
Annual comprehensive review of the overall financial conditions and adjustment of investment strategy;
Risk management;
Management of liquid assets in international markets
Development of the optimal asset structure based on investment objectives and long-term outlook on capital markets;
Selection of the most preferred banks, funds and investment managers;
Constant monitoring of the portfolio for adherence to key parameters (risk, profitability, liquidity, etc.).