We offer our customers a wide variety of investment management services and wealth planning solutions. These services are 100% personalized and each case is treated and set up to meet individual needs. Our Customers are involved in the process and make final decisions on either accepting or rejecting the recommendations made.
After making a thorough analysis of your situation, we can help you choose and set up the appropriate structure to hold your assets. We advise on the relevant asset allocation and the securities to be traded, based on specific needs of our clients. We have experience in supervision of corporations, foundations and SMEs.
All Customers are involved in the process and make final decisions on either accepting or rejecting the recommendations made.
- Wealth Planning
In order to provide you with complete plan of your wealth structuring, taxes and legal advice, we offer an efficient approach to evaluate your taxation, financial or legal demands, attracting our network of independent specialists if needed.
Working closely with Clients, Client Relationship Officers, tax and legal advisors, we help with Optimal Allocation of your assets, Tax Loss Harvesting techniques, Tax Strategies, Making plans for an estate Investments and much more. For more information please contact one of our representatives.
- Investment solutions
Third party-fund attraction
FDE Bank can help you to select external fund investors. Based on qualitative third party funds/portfolios analysis, considering even hardly detectable risks. FDE Bank selects the best investment funds available at the time, reducing your risk exposures. Our Team will come up with a complete strategy, list of the requirements and will provide you with a dedicated customer care specialist that will guide you through entire process.
