Investment models
- Raiffeisen Private
- Raiffeisen Money Market
- Raiffeisen Tailor Made
Raiffeisen PORTFOLIO is a highly specialised service oriented precisely to the clients who wish to leave the care of their assets in the hands of a professional team, dedicated to achieving added value.
If you want a personalised asset management service, tailored to meet your individual needs and desires, then Raiffeisen PORTFOLIO is just the service for you!
The Raiffeisen PORTFOLIO service offers a number of advantages, such as:
- professional management of your assets
- individual approach and dedication to your portfolio
- a high degree of flexibility and adjustment of your portfolio to market conditions
- investment service without strictly defined investment limits, or with investment limits tailored to suit your individual goals
- building long-term personal relationships through regular communication with your business relationship manager at RBA, along with the possibility of direct market commentary
- investment products fully adjusted to your age, specific personal and business goals, investment horizon and risk profile
- transparent and frequent reporting on the balance and changes to your portfolio.
In addition to standard investment models from the Raiffeisen PRIVATE and Raiffeisen MONEY MARKET range, we also offer the Raiffeisen TAILOR MADE model, characterised by a high degree of flexibility and a completely personalised approach.
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Raiffeisen PRIVATE
adjustment of individual risk aversion through four different investment models
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Raiffeisen MONEY MARKET
model of investing predominantly in low-risk money market instruments in order to preserve the asset value
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Raiffeisen TAILOR MADE
model featuring a highly personalised approach and top flexibility
The business relationship with Raiffeisen PORTFOLIO clients is founded on mutual trust as well as on our loyalty and dedication to achieving your goals.
Our relationship with the client begins with a process of discovery - a dialogue conducted in order to identify all the factors of your environment and to determine the model which best suits your investment needs. The discovery process involves an analysis of your short- and long-term goals and concerns, the structure of your assets as well as your risk exposure and tolerance. Afterwards, our professional team will work with you on designing, implementing, monitoring and modifying the strategies to help you achieve the goals which are important to you.
Our dedicated team strives to create added value through all the stages of your asset management in our value chain.
There is a number of different ways to invest your money at a profit. It is the mission of the Raiffeisen PORTFOLIO team to help you get a better understanding of the options and take such investment decisions which will be good for you.
Your life. Your choice. Allow us to help you with our Raiffeisen PORTFOLIO service toward the achievement of your life's priorities.
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Raiffeisen PRIVATE
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Raiffeisen MONEY MARKET
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Raiffeisen TAILOR MADE
Contact person:
Marta Meštrov,
Head of Sales Department
Telephone: +385 1 6003 750
E-mail: portfolio@rbainvest.hr