MOSCOW, March 1 – RIA Novosti. PSB has launched an investment portfolio support service “Personal Broker” for clients with investment capital of 3 million rubles or more, the bank reports.
The service includes the services of an investment advisor who will help both beginners and experienced clients to form and, if necessary, rebalance an investment portfolio, draw up an individual investment strategy taking into account the client's risk profile, and in the process of joint work will supplement it with recommendations and inform about changes in market trends …
The service provides a single tariff of 0.3% of the daily transaction turnover.
“Having many years of expertise and access to high-quality analytics, a personal advisor will save our clients' time on monitoring market conditions, offer various investment ideas that meet the client's needs and goals, and help reduce the risks of financial losses,” said Director of the Wealth Management Directorate of Promsvyazbank PJSC Alexey Zhogolev.