We build business networks and relationships ... - skupina kd group

Private wealth management and stockbroking
Operations in 2007
Challenges in 2008:
To continue growth in market shares for private
138
In a very successful 2007, we gained the trust of
90 new customers in Slovenia, introduced an increased
minimum initial investment of EUR 100 thousand to
the market and increased payments into funds by 29
percent compared to the previous year.
In terms of the number of customers and volume of
assets entrusted for management, we are one of the top
Slovenian brokerage houses and banks providing these
services.
Private wealth management has been established
as a key product abroad as well: at the end of the year
we were managing the assets of almost 350 customers
in three countries, with a total value of approximately
EUR 11 million.
We successfully maintained and improved private
wealth management services as the basic pillar of our
services.
All companies abroad involved in stockbroking
services successfully increased their market share.
In terms of human resources and organisation
we have adapted to new regulatory guidelines and
directives in all countries and strengthened the
foundations for continued growth.
wealth management services and stockbroking to
become one of the leading providers of these services in
the region;
To improve management processes, staff training
and upgrade individual management services to include
a wide range of other financial services;
Closer integration between companies abroad (via
the Ljubljana-based company KD BPD) in a divisional
model of corporative governance;
To begin calculating new return indices for markets
where we invest, which will better reflect and indicate
the liquidity of these markets and the performance of
assets invested;
To intensify cooperation between KD Holding Group
companies and implement joint actions to increase
recognition of the KD brand.