Service

Experienced and highly qualified CBL Asset Management team develops and professionally manages Individual Investment Portfolios taking into account:

  • client's risk tolerance, ESG preferences and investment goals;
  • expected portfolio return;
  • planned investment horizon.

Advantages of an investment portfolio:

  • Portfolio is developed to meet Client’s individual needs and managed accordingly
  • Risk is diversified among different asset classes: low risk fixed income instruments, high yield bonds, equities and alternative assets
  • Structure of the investment portfolio is tactically modified according to the CBL Asset Management's outlook for financial markets
  • More favorable and convenient tax regulation, compared to personal investments
  • Liquidity – if a need arises assets can be realized on a relatively short notice
  • Potentially lower transaction costs, compared to brokerage services
  • Investment portfolio is held outside the bank’s balance sheet and thus is not subject to the related risks

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