EWUB launches Investment Advisory services

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East-West United Bank (EWUB) expands the range of its services. Now Investment Advisory is available for EWUB private banking clients.

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08/07/2021 |
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Investment Advisory service is gaining popularity all over the world. It is a product for clients who prefer to make their own investment decisions but still appreciate value of professional recommendations, opinions and investment ideas. While using Investment Advisory service, clients retain direct control of their portfolios, benefit from a simple and transparent fee structure and have no obligations regarding the minimum amount or timing of investment.

The Investment Advisory service in EWUB is backed by the expertise of an asset manager Sébastien Cordoliani, who applies thematic investment approach when managing portfolios and providing recommendations. “Thematic investing is a top-down investment approach with a focus on broad economic themes that we use to identify specific investments. The example of the themes we believe in are, among others, aging population, emerging middle class, fighting obesity, urbanization – says Sébastien Cordoliani. – By analysing long-term trends, we put the emphasis on future perspectives and not on past observations. This is a good way to overcome short-term volatility. It also generates a broad diversification in portfolios as a single theme is often includes investments in different industries.”

Subscribing for Investment Advisory service, EWUB clients regularly receive personalized list of recommended investments in different asset classes to form a portfolio best suited to their needs, risk appetite and cash flow requirements. All recommendations are made considering medium to long-term perspective (recommended investment horizon 2+ years).

Commenting on the launch of the new service, Andrey Zaytsev, Head of EWUB private banking, said that Investment Advisory was very much in demand by the bank's clients. “We specialize in working with Russian-speaking clients, who are mostly conservative in the choice of investment instruments. However, current situation with the global decline in deposit rates in all currencies is pushing clients towards financial markets. Many of our clients choose Discretionary Portfolio Management where the bank manages client’s portfolio on client’s behalf as part of the chosen investment strategy. For those, who would like to make decisions on their own, we now offer Investment Advisory service. We are ready to educate, counsel and empower investors, especially those interested in building their wealth over the long term,” says Andrey Zaytsev.

There is no minimum amount requirement in terms of the size of portfolio that a client will create based on the Investment Advisory recommendation. One can start investing from any amount. This should also attract clients who want to start investing in securities armed with expert support.

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