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

Operations in 2007
Challenges in 2008:
To further improve management processes and the
In a very successful 2007, we gained the trust
of 90 new customers, successfully introduced an
increased minimum initial investment of EUR 100
professional development of analysts and managers;
To attract new global and regional institutional
investors;
thousand to the market and increased payments into
140
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.
We successfully maintained and improved
private wealth management services as the basic
pillar of our services.
Investment performance and vision
Despite poorer returns on global capital markets at
the end of 2007 (due to the mortgage crisis and
liquidity shocks), we successfully achieved a 15.40
percent return on assets in 2007, as we managed
to invest primarily in developing markets that were
not directly affected by the negative consequences
of the mortgage crisis. The economies of these
countries are achieving above-average growth,
which permits an optimistic view of growth and
development for these markets in the future.
To begin calculating new return indices for
markets in which we invest, which will better reflect
and indicate the liquidity of these markets and the
performance of assets invested;
To increase emphasis on personal contact and
communication with customers;
To provide a more favourable and wider selection
of fees to facilitate the optimisation of product costs;
To actively integrate with new local colleagues in
regions where Group companies operate;
To achieve a leading position in the region for
private wealth management;
To strengthen and make better use of private
wealth management as a market niche within the
sector;
To upgrade private wealth management services
with a wide range of financial services.
Stockbroking
Operations in 2007
We employed a new stockbroker, improving the
responsiveness and quality of stockbroking services.
We introduced investment consultancy services
for major customers, offering useful information to
facilitate investment decision-making.