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Investment Advisory

VTB Capital Broker offers investment solutions tailored to meet your personal financial goals and needs. Deep market expertise and advanced execution infrastructure enables VTB Capital advisors to design customized investment strategies for any client. Supported by a large team of research analysts, portfolio managers and senior investment personnel, our investment advisors will provide you with timely updates on current market developments and share the best investment ideas that add value to your particular portfolio. We know there’s no ‘one-size fits-all’ approach to financial planning, that is why we craft a plan that’s truly unique to you. Our investment ideas and recommendations are reviewed and approved at the regular investment committee meetings and each investment security is closely monitored by our risk-management to ensure the solid portfolio performance.

To our HNWI clients and family-offices, we offer a wide range of investment strategies, which can be blended together to meet your needs, including:
  • Global asset allocation strategies;
  • Thematic, secular and mega-trend investment strategies;
  • Sector strategies; and,
  • Tax-efficient strategies.
For corporate clients we propose:
  • Treasury and cash management function out-sourcing services;
  • Mid and long-term diversified investment portfolios; and,
  • Hedging strategies.
For all clients, we provide:
  • External advisory services, to help you manage your assets wherever they may be held;
  • Research publications to keep you informed about general economic and market conditions;
  • Investment profiling to determine your risk and reward expectations and ensure our investment recommendations meet your needs;
  • Portfolio performance analysis and reporting with portfolio rebalancing recommendations to meet your investment objectives and strategy; and,
  • Help to further educate you on financial planning.

Whenever you have any questions, concerns or your personal situation changes, you can swiftly connect with your personal advisor by phone, email, etc.

VTB Capital Broker is a registered investment advisor.

Call us to get more information on our services: +7 (495) 380-02-72