Asset Management
Under the present conditions of financial markets, the traditional methods of investing capital and assets are substituted by new, more efficient methods of assets safekeeping, investment, and augmentation. Converse Bank offers a service of the package of assets and securities, which is otherwise called trust management.
In case of trust management, the client (management founder) provides the Bank with securities, monetary funds intended for making investments in securities, and monetary funds obtained in the result of trust management, for management thereof in favor of the client or the third person specified by the client, with the purpose of getting profit.
By means of the service of securities’ package management, for private individuals and legal entities the Bank manages assets (respective savings), according to their specific investment needs.
Trusting your assets to us within the scopes of trust management, you get the following:
- Reliable and trustworthy professional assistance by experienced advisors;
- A wide range of investment solutions, which makes it possible to create a portfolio tailored to the client’s needs;
- Allocation of funds into assets of different categories;
- Consistent service of the client’s accounts;
- Regular market forecasts;
- Individual consultancy, portfolio revision and development;
- Portfolio diversification;
- Review of the expected risk and income levels;
- Regular assessment of profitability of the managed portfolios, as well as assessment of risk adjusted profitability;
- Complete separation of the own assets and the client’s assets.
In order to make use of trust management services, the client needs to open an account.
Brokerage services
The Bank’s brokerage services for resident private individuals and legal entities
The Bank’s brokerage services for resident private individuals and legal entities are intended for service of trade of local and foreign securities and provision of supportive services.
Trade of foreign securities is done via correspondent banks and partners.
The strategy is aimed at improvement of the quality of making the orders, quick provision of the respective reports, and expansion of the range of tradable securities.
The Bank’s brokerage services for non-resident private individuals and legal entities
The Bank’s brokerage services for non-resident private individuals and legal entities are intended for service of trade of local and foreign securities and provision of supportive services.
In supplement of the previous point, in this case the strategy covers also organization of conducting high-quality market researches and their provision to clients.
In the field of brokerage services the Bank does the following:
- opening of a brokerage account for the clients;
- making transactions on the client’s behalf and at the client’s expense, at regulated and non-regulated financial markets in the RA, as well as international financial markets;
- buying on margin and making short sales;
- preparing brokerage applications;
- requesting information from the clients in order to disclose the clients’ readiness to bear investment risks and ability;
- advisory services to clients with regard to purchasing or selling securities of a certain category;
- trade of corporate securities, including private equity investments;
- trade of state securities;
- providing borrowings to clients for making transactions with securities.
Within the scopes of securities trade service, the Company does the following:
• accepting and making instructions for execution of non-cash transactions in foreign currency;
• execution of transactions in foreign currency on its behalf or on behalf of the client and at the client’s expense.
In order to make use of brokerage services, the client needs to open an account.
Tariffs and rates for brokerage services on international markets
Repo/reverse repo transactions
Repo/reverse repo transactions are not concluded with individuals.