Altana Capital
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How Private Banking works

Asset management can be divided into the following stages: 

  • Identification of client investment expectations (desired earnings, risk readiness, acceptable term of investment, and degree of liquidity of assets).
  • Developing an investment strategy.
  • Composing an investment thesis and preliminary structure of the client's investment portfolio.
  • Building up a portfolio with stocks, bonds and other instruments in accordance with the investment thesis.
  • Monitoring of portfolio's status and its continuous revision; informing the client.
  • Selling off assets and client fund reimbursement once the management contract expires.