What is individual trust management?
Individual trust management is management of Client’s security and cash portfolio by a team of professionals using individual investment strategy according to preferences and constraints determined together with the client in the investment declaration.
Advantages for the Clients
Professional asset management. Client’s asset management is carried out by a team of professionals possessing high level of knowledge, extensive successful experience in investing in Kazakhstan and foreign financial markets, as well as all the software and hardware required.
Individual approach to each client.
- The investment strategy is developed individually for each client, including:
- Personal schedule of deposit and withdrawal
- Expected return at a given level of risk
- Special requests
- Management Company acts on the basis of a license issued by the National Bank of Kazakhstan
- Multi-level risk control at every stage
- Safekeeping on a personal account opened at the custodian bank.