Effective management of your investment portfolio is our priority. We will advise you on the structure, setup and management of your assets. In addition to classic investment products, we also offer alternative investments, such as private equity or physical investment gold. We also offer classical insurance and credit products.
We create a portfolio based on your preferences, attitude to risk, life situation and your plans for the future.
By investing in private equity, we improve the overall diversification and return potential of your portfolio. Our focus is on investments in bills of exchange, bonds and funds of qualified investors with a predetermined fixed income.
PCI Equity US
Purpose of the product
The actively managed PCI Equity US portfolio allows the client to invest in the TOP shares traded on the American Stock Exchange.
We will broker the purchase as well as buyback of physical investment gold according to your preferences. By investing in gold, you can protect your wealth from a financial crisis or an unfavourable geopolitical situation. In addition to diversifying your portfolio, you will ensure that its value is preserved for future generations. Another advantage is the tax exemption.
Funds intended for trading in the investment gold of clients are deposited in a separate account, number SK47 7500 0000 0040 2761 6516. This account was created exclusively for this purpose.
Our experts will help you as much as possible secure and plan a carefree future for your family and the business you have built. We will resolve the competitive interests of the business and between family members before they come into a conflict.