Portfolio that best matches your needs
Full spectrum of asset classes
Provides financial security
Outstanding performance results + 11.05%*
*Average weighted return after all fees on assets under management for calendar year 2016. Past performance does not guarantee future results.
When you retire, your career will have had highs and lows. You will look back on how you conquered adversity, how hard you worked to win. You should also have enough assets in your investment portfolio to never have to work again
Benefits of Athlete Wealth Management:
- Goal oriented long-term commitment
- Adjustable investment strategy considering point in the career
- Allows to ensure continued financial well being
*Average weighted return after all fees on assets under management for calendar year 2016. Past performance does not guarantee future results
Our team is comprised of investment managers and analysts with extensive experience in European and North American financial markets.
We also have partnerships with numerous global investment managers.
Head of Client Portfolio Management
Pauls is Head of Client Portfolio Management at Baltikums Bank. He is responsible for the day to day decision making for client investments. Pauls has over 15 years experience in investment management. He began his career as an institutional equity trader at a boutique Canadian mutual fund firm and has spent the past 6 years managing investment portfolios for high net worth clients in Riga, Latvia. Pauls has a BA in Economics from Queen’s University in Kingston, Ontario, Canada.
Kaspars is responsible for the analysis, daily monitoring and trade execution for our investment portfolios. He joined Baltikums Bank as an investment analyst in 2013.Kaspars has a Masters degree in Finance from BA School of Business and Finance in Riga, Latvia and MBA from Swiss Business School in Zurich, Switzerland. Kaspars is a CFA Level 2 candidate.
Cash and financial instruments placed in the trust account are held off the bank’s balance sheet. Thus even in the unlikely case of problems with a bank, your trust account will be safe and will by easily transferable to other financial institution.
This product shall be available to clients (also potential) subject to Bank’s evaluation of the suitability and appropriateness of the product to a particular client. Other restrictions and limitations may apply. Prior to making the decision to cooperate with the Bank or use of services provided by the Bank the client shall properly evaluate all risks related to such cooperation or use of services and receive professional legal or tax advice in the country of residence.