OREANDA-NEWS  On 30 September was announced, that the press centre of Interfax-Ukraine news agency hosted a press conference of the top-management of ART-CAPITAL Investment Group titled The new business strategy of ART-CAPITAL Group. Financial advisory services for retail investors.
 
In these difficult times for the stock market and Ukraine’s economy in a whole, ART-CAPITAL Investment Group brings completely new investment business solutions and strategies in Ukraine by presenting a different relationship model between retail investors and investment financial companies. In the majority of Ukrainian financial institutions, services to private investors are limited to assistance in preparing documents and payment procedures, but no one will ever answer such key questions as why, where and how to invest. ART-CAPITAL Investment Group is the first investment bank in Ukraine to switch from its products and services sales to advisory, education and development of the Ukrainian investor. Within the framework of financial advisory services for retail investors, the Group’s financial advisors will be working out individual financial and investment solutions, and, in the nearest perspective, - a comprehensive financial plan.

According to Leonid Gorodetskiy, General Director at ART-CAPITAL, “Now the Ukrainian stock market is seriously affected by the strategies of few foreign hedge funds and a chronic lack of investors with long term investment horizons. As a result, the market’s low liquidity increases its negative trends”.

“One of the reasons for aggravation of situation on the Ukrainian stock market is absence of any serious Ukrainian domestic investors: both institutional and retail. Admittedly, sizes of investments made into Ukrainian securities by private investors through investment funds are of a size of a drop in the ocean if compared to funds flowing from overseas”, - adds Gregory Grushko, Managing director of Capital Markets at ART-CAPITAL Investment Group. 

ART-CAPITAL Investment Group makes it its aim to contribute to formation and development of the Ukrainian domestic investor: both institutional and individual. ART-CAPITAL Group will introduce the program of personal financial advisory that is conceptually different from the existing financial mediation model in Ukraine due to its clear focus on the client.

ART-CAPITAL Investment Group will train the staff of highly skilled personal financial advisors who will analyze the client’s portfolio and produce a fresh investment and financial advice custom-tailored to the client’s individual needs, situation and goals. In the course of time, ART-CAPITAL’s advisors will be able to provide services of building a comprehensive financial plan and of risks management with the help of insurance products.

Under the new business strategy of ART-CAPITAL Investment Group, personal financial advisory services include  but are not limited to the following aspects: investment advisory, mutual investment funds, stocks and bonds of different companies, personal securities portfolio composition, retirement and financial planning.

“ART-CAPITAL’s personal financial advisors will assess the financial needs of individuals and use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. They will help them to identify and plan to meet short- and long-term goals. Soon, our financial planners will be able to help clients with retirement and estate planning, funding the higher education of children, and general investment choices”, - says Evhenia Makarenko, Head of Sales at ART-CAPITAL Investmetn Group.

“Package approach” and long-term, collaborative relationships have always been the core feature of ART-CAPITAL Investment Group. Our aim has always been not just to sell separate investment products, but to offer a wide variety of timely financial products and services targeting the client’s needs, requirements and financial goals. Today, all our clients have their own personal manager who supervises and coordinates all the client’s operations. A personal manager advises a client on investment opportunities, works out an individual investment plan for the client, assists in obtaining the necessary documents etc. Originality of the new program of personal financial advisory consists in wider opportunities for individuals of different income levels”, - comments Viacheslav Maslennikov, Managing Director of Asset Management at ART-CAPITAL Investment Group.

“The work with personal financial advisor is commonplace in countries with developed economies. In Ukraine, these business activities are underdeveloped. That is why a decision to coach high-profile advisors and to develop financial and investment advisory at ART-CAPITAL is logical and quite promising in terms of further prospects” – concludes Leonid Gorodetskiy.