Description of Private Banking

/ For Private Clients / Private Banking /

Investment in the securities market is a complicated process, which requires fundamental knowledge, expertise and also a considerable amount of time. Altana Capital will allow you to substantially decrease risks and save time.

Private banking involves an investment strategy that takes into account your preferences, diversifies assets by using various investment instruments as well as the creation and management of a personalized investment portfolio.

Private banking is an agreement whereby the investor hands over funds to a professional asset management company for management, which in turn invests them in securities (stocks, bonds) on the securities market for management on behalf of the client all the while striving for maximum returns.

Altana Capital will provide you with:

• A personalized approach to constructing and managing your investment portfolio while appointing a personal banker and investment manager to you.
• Real-time and efficient responses to changes in the market.
• An investment strategy that takes into account your preferences and risk attitude.
• Absolute control over your portfolio and its status along with complete information on all transactions relating to your assets online.
• Assistance in declaring income and paying taxes related to the management outcome of your assets for the accounting year.
• Additional services related to financial and tax consulting.
• Absolute transaction confidentiality.
• Settlements and repayments of assets: when the asset management contract expires it is either extended or mutual settlements are made between the Management Company and client.