Confidence Program

By choosing individual investment portfolio service you are able to work together with specially assigned portfolio manager, who is responsible for necessary financial instrument selection and service providing, and whose main responsibility is preserving and increasing the purchasing power of your capital.

Together with the portfolio manager you will determine your risk tolerance level and will select the most appropriate investment strategy in order to allocate the resources in the most optimal way among different assets (stocks, bonds, mutual funds), different regions and currencies.

Portfolio manager will provide an explicit evaluation of your portfolio and recommendations on prospective investments. You can always contact your portfolio manager to get advice about investments and other financial services.

Individual investment portfolio service includes:

• Consultations with your personal portfolio manager on financial markets' timing and other issues related with investing in stocks and bonds;
• Access to financial expertise, tax and legal consultations.
• Opportunity to delegate investment decision making and order execution;
• Monthly portfolio performance reports;
• Opportunity to use investment portfolio to back up highest level credit cards;
• High level personalized service;
• Opportunity to monitor the portfolio status on the Ibanka.

Minimum investment - 250 000 EUR or equivalent in other currency

Signing up for individual portfolio management service in SEB Wealth Management will secure that your capital is managed by experienced professionals.

SEB Wealth Management is a subsidiary of SEB banka - one of the leading asset management companies in Latvia with large experience in investment product management. Total amount of assets managed exceeds 164 million EUR. Asset management is accomplished by the team of professional and competent managers who work in collaboration with leading SEB Group's asset managers and financial analysts from other companies in Nordic.