Private offer

Privately managed portfolios

Privilegiu - The privately managed portfolio

Aviva Investors Romania welcomes clients with large investment capabilities, who desire a personalized approach to their investments, in view of maximizing performances, by offering integrated packs of asset management, which include:

• Assistance in establishing an investment strategy and in drawing up a portfolio of financial instruments.
• Financial assistance and information services regarding capital markets and financial investments
• Investment in a large pool of financial instruments, which include mutual funds (balanced, equity, bond and fixed income funds), investments in other types of funds, equities (listed and unlisted), cheques, vexels, etc.

A minimum investment of 100 000 RON offers you the possibility to actively participate in the management of your savings, establishing together with us your investment strategy, the management fees, the investment horizon, the envisioned performances and risks taken.

Privately managed portfolios have a personalized structure, with diversified investments according to the clients' profile and risk appetite:

• Investment units in mutual funds

• Listed shares and bonds

• Unlisted equity and bonds
• Cheques, vexels
• Investments in investment companies

Your portfolio may be drawn up according to your envisioned performance objectives, and the risk that you are willing to take. You may establish an absolute performance objective, or you may choose to link your investment to the performance of an index (e.g. BET) 

There are endless possibilities and the alternatives we offer are likewise.

For further information, please contact us at +4021 203 14 00, or .