Wealth Management - EuroFinance

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68.4% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.


CFDs' Risk Warning

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 68.4% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

Portfolio Management

How we do it

  • We work closely with you to formulate the desired investment outcomes – your return objectives and risk tolerance over the relevant time horizon
  • We identify your preferences, unique circumstances, and investment constraints
  • We combine long-run capital market expectations with your objectives and constraints to create an appropriate strategic asset allocation
  • We capture the value of investment decisions by minimizing transaction costs
  • We communicate results on a regular basis and in an effective manner that takes into account your characteristics
  • We stay sensitive to changes in your circumstances and needs, and we constantly monitor dynamic market conditions
  • We rebalance the portfolio when necessary to make sure it continues to fit

EuroFinance offers three portfolio types:

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Conservative

Low-risk – aims at preserving the portfolio’s purchasing power. Emphasizes safe, low-volatility, highly liquid investments with little potential for loss.
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Balanced

Moderate risk – seeks to strike a balance between portfolio stability and long-term asset growth that outstrips inflation.
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Aggressive

High-risk – focused on long-term capital appreciation, this type of portfolio reflects aggressive growth characteristics.
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