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Capital maintenance and growth
Sokrat Private Banking’s goal is to provide a range of services aimed at combining various effective financial and non-financial instruments to meet our clients’ goals through protection, growth and the efficient management of capital.
Sokrat Private Banking includes:
Identifying your financial objectives, risk ability and current asset analysis.
The best investment strategy, including optimal instruments of a financial and non-financial nature, such as mutual funds, stocks, bonds, precious metals, deposits, art, etc.
Strategy implementation planning, wealth management and monitoring, management reaction to change.
Regular reporting and informational client support, consultancy and financial transactions backing.
Investment strategies based on professional risk management, profound knowledge of issuers and the market, reasonable diversification, advanced financial and operational infrastructure.
Sokrat Private Banking provides more comprehensive services than the standard set of banking services. This also includes the search for creative solutions in extraordinary situations that help the client manage their capital efficiently and create new profit generation sources.
Are you interested in the preservation and capital growth? We would be glad to answer your questions. Please call your private banking manager to make an appointment or you can send us the Form at firstname.lastname@example.org and a private banking manager will contact you as soon as possible to arrange a meeting.