We offer a full range of investment consulting services, including advisory of clients on their current portfolios and strategies, supervise special-purpose portfolios composition process.
One of the most demanded service in our in consulting track is an "Investment Portfolio Expertise".
If you already manage your investments independently or with the help of professional consultants, brokers and management companies, our independent expertise will be an important final step in improving the investment process and investment results..
Our expertise will be helpful in, the following cases: :
You are dissatisfied with the quality of your investment portfolio or the distribution of available funds
You do not have enough time to manage your investments
You need help in ensuring that your structure complies with legal regulations
You would like to receive advice regarding your investment portfolio systematically
You have difficulties interacting with various elements of the investment system
You do not have enough information to make investment decisions and evaluate proposals
You are not sure whether you understand all the risks of your investment activity.
You would like to improve a legal structure, that supports your investments
You need to ensure that you comply with tax regulations and pay taxes on income from investments
We do not give a legal opinion and do not provide brokerage services.
We are not acting as trustee and do not perform operations on our behalf in the interests of third parties
We do not provide logistics, secretarial and concierge services.
We are not a tax advisor, our tax recommendations are general and preliminary.
Investment portfolio expertise
Evaluation of the client’s investment portfolio, investment offers, and investment process control
Investment portfolio audit
Evaluation of current investment instruments for compliance with the objectives of the client
Presenting a second opinion on the chosen investment strategy
Restructuring of the investment portfolio
Development of an investment plan in accordance with specified objectives and restrictions
Regular assessment of portfolio effectiveness and timely rebalancing
Recommendations for diversifying and improving the quality of the investment portfolio
Conducting consolidated management accounting for the portfolio, assessing the tax and administrative burden
Optimization of the communication with providers
Accompanying customer relations with brokers
banks, and providers
of custodial and trading service
Selection of the best providers
Formation of a list of potential providers that meet customer needs
Help in choosing the optimal provider
Control of cooperation with providers
Representing clients interests in negotiations with providers
Assistance in the selection of documents and certificates required for onboarding procedures
Risk control of the interaction with providers
Maintenance of interaction with authorities
Support in the preparation of a document package for the Russian tax authority on CFC and foreign accounts
Support and advise on the necessary regular reporting
Professional advice, second opinion and other assistance in one-time investment and structural issues of the client
Brief analytical reports and data collection on markets, asset classes, and specific investment
In-depth assessment of the potential investment in certain securities upon request
One-time recommendations on reducing the risks and improving portfolio quality
Consulting on investment and tax legislation
Assessment of tax burden, the formation of proposals for its optimization
Recommendations on compliance with the “presence” conditions for foreign client’s companies
Review on specific topics of tax or investment legislation
Selection of a legal tax consultant for the problem, examination of the deal results