Investment Banking - Portfolio Management

We offer you a complete service for investments in securities.

Our service includes

financial planning
allocation of a customer's wealth in stocks and bonds of high-quality issuers around the world (Slovenia, North America, Western and Eastern Europe, Asia) and portfolio management according to the investment's policy with the aim to attain the highest possible profitability at a given risk, that the customer chooses on their own or with our help
monthly reporting about a customer's financial status
cost-free analyses about changes in domestic and foreign capital markets
current information about investments in securities
cost-free education
custody of securities.

Who should use our services?

They should be used by investors wanting to leave the management of their savings and free financial assets up to experts. Securities are becoming more widely accessible, including to those who do not have enough time, knowledge or information to invest on their own.

The main advantages

possibility to allocate investments in all important global markets around the world
our bank experts' high level of expertise
no charge for our own trading fees
our prices are internationally competitive
our many years of experience in portfolio management
co-operation with well-known foreign financial institutions.

Portfolios

Different types of portfolios. More

Basic information

The period of investment: middle- to long-term, recommended for at least 5 years, the contract can be terminated at any time, which means your assets have high liquidity.

The minimum amount taken for management: 60.000 EUR

Commissions and costs

Quarterly management fee, profit sharing at the end of the year (on customer's demand), direct trading costs for securities.

Necessary documents

Copy of court registration (not older than 3 mounths), tax number, bank account number, list of company's representatives, valid personal document of representative.

Conclusion of contract

This takes place at the portfolio management office or in the NLB branch offices.

General Terms and Conditions (207 KB)
Client Classification Policy (126 KB))
Client's Order Execution Policy (47 KB)
The Extract of the Tariff (44 KB)
Conflict of Interest Management Policy (231 KB)

Investment Banking
Portfolio Management office
Čopova 3, 1520 Ljubljana

T: +386 1 476 52 15

Matej Rigelnik		matej.rigelnik@nlb.si
Maja Lavrič		majalavric@nlb.si
Dušan Žužek		dusan.zuzek@nlb.si
Nejc Golob		nejc.golob@nlb.si
Primož Jagarinec		primoz.jagarinec@nlb.si

NLB d.d.