Asset Management

Private financial management means perpetual decision-making, which will influence your personal well-being and also the well-being of your family in the long run. In order to achieve the best result and for you to receive the most valuable advice now and in the future, our cooperation starts with assessment of your current financial situation and continues with development of your personal financial strategy, which is based upon the analysis of your lifestyle, assets at your disposal, income, expenses and future plans. Once it is clarified and targets set, you can be sure that your financial management will be in professional hands. We guarantee the highest level of confidentiality.

SEB bank offers one of the widest and most progressive ranges of investment solutions in the Baltic states. Along with traditional investments in bonds and stocks, we have a wide offering of alternative investment instruments – investments in hedge funds, real estate, risk capital, raw materials, currencies and other stock markets. 

Asset Management Process

During the course of development of your personal financial strategy, we analyse:

• your assets and liabilities – we assess your current financial condition;
• the correlation of your set targets and cash flow – we form the conception regarding your future perspective;
• your investment profile – we clarify the permissible risk level, i.e., individual risk tolerance or the ability to undertake risk.

Our investment approach pursues mitigation of risk and protects the use of widely diversified investments. As a result of development of your personal financial strategy in accordance with your set targets, we divide the assets at your disposal into three investment portfolios, i.e., we diversify your investment portfolio.