Securities Management

Securities or financial resources management is one of several alternative and modern forms of increasing assets. Based on our experience and expertise, Raiffeisen Banka efficiently manages your investments. Coupled with new know-how provided by the Raiffeisen Group, we strive to create the optimum profit with your assets.

When designing your personal portfolio, we take into account the deadline you have set to increase your assets and the amount of assets you entrust to our management.

Who can benefit from this form of management?

Securities management is especially suitable for those who are looking for the following:

• To maintain or increase their assets;
• To have a profitable investment portfolio, harmonized with their requirements and desires;
• To provide for the financial security of their family and children;
• To reduce stress when making important financial decisions.

It is also suitable for those who, due to lack of time, knowledge or experience, cannot manage their investments in securities themselves and would like us to do that for them.

Advantages of financial resources management

• Assets are managed by experts;
• Individual counseling;
• We help you define your attitude to accepting risk;
• We help you create your investment portfolio;
• We follow your goals and desires.

Basic investment strategies

Based on your instructions, we will help you prepare a management contract detailing shares of investments in individual securities.

In the following, some examples of types of investments with regard to different investment intentions are presented

In the figure below, a graphic depiction of possible profits of different investment types in the long term is presented. These are based on long-term statistical averages of individual investment type profits. As you can see from the chart, profit fluctuations are greater as we move towards the more risky and, on average, more profitable investments. This means that when expressing the desire to achieve higher profit, we must also take into account greater fluctuations of the portfolio value. At any given moment in time we can have great profit; however, at another there can be loss. Previous profits are no guarantee of future profits. They are, however, definitely a good indication of the movement framework of an individual investment type.

How does co-operation take place?

1. You find you would like to know more about investment opportunities;
2. Call your advisor in Raiffeisen Banka d.d. and set up a briefing;
3. Express your desires and needs at the briefing and the advisor will help you fill out a questionnaire; based on the information acquired, the advisor will prepare an investment proposal;
4. When you find a suitable proposal, you sign a contract on asset management and transfer the resources you want to have managed to your trading account at Raiffeisen Banka d.d.;
5. Your personal advisor will send you regular reports on the status and composition of your portfolio and will always be available for additional counseling.

You manage all financial issues with your personal advisor who guarantees total discretion and is always available for additional asset-related quiestions.

Who is this service intended for?

Securities management is intended for all who would like to be more independent in the area of investments and who would like a wider selection of options. The smallest amount of liquid assets that we can accept for management is EUR 42,000. In the framework of contractual co-operation and on the basis of investment opportunities and risks, however, you can opt for additional payments later on.

Services included

Our securities management service, along with coordination in trading itself, enables individual counseling as well. In accordance with your instructions on accepting risk and expected profits, we will help you find the right investments in securities.