Services

Private Client Investment Services

Financial planning

Services:

Financial Consultation

Financial Planning and Investment Advising

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Retirement planning

Individual pension solutions to ensure a financially stable retirement

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Savings for your child's education

A full range of modern financial instruments that create the opportunity for better education all over the world

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Create a financial plan

Comprehensive analysis of your income, expenses and potential opportunities with minimal information from you

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Trust management

Professional management of your capital with the guarantee of its preservation and growth, as well as absolute financial security

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Portfolio management

Selection of structure and strategy for your portfolio with maximum consideration of your goals and level of risk with a highly professional portfolio manager

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Investment Advising

Services

International Investments

Advice on asset structuring, access to international financial markets, and features & risks of different jurisdictions

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International tax advice

recommendations for reducing your tax burden and minimizing tax risks, while developing the best investment structure to maximize returns

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Structured product analysis & selection

Review and advise on a wide range of high-quality, diverse structured product offers from reliable financial institutions

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Second Opinion

Service:

Do you know exactly what you own? Or maybe your being offered something that looks to good to be true? Let us put a second pair of eyes on it and conduct some due diligence.

Wealth Managment

Services:

Inheritance and Estate Planning

Professional and confidential assistance to eliminate probate and reduce taxes

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Trusts and Foundations

Consultations and assistance in establishing and managing trusts and foundations

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Private Banking

Personalized serivce to manage your budegting requirements

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International Health Insurance

Service:

Suggestions of the best programs from the main participants of the international insurance market for obtaining high-quality medical care anywhere in the world

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Life insurance

Service:

All options of life insurance products, including life-saving insurance and unit linked, with the best conditions from the leading international insurers

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Other Services

Ad-hoc solutions to your specific challenges

As one of the first financial advisers in Russia, we have offered world-class financial services and products to our Russian-based clients since 2001. We have a wealth of contacts and partners to help our clients tackle any task.