INVESTMENT COMPANY


LOCKO-INVEST




About us





FINANCE SERVICES

Asset management

01

• Trust management

• Advice on investment products

• Insurance reserves management

Brokerage

02

• Banks’ liquidity reserves management

• Execution of any volume at the best prices

• Direct access to MOEX

Structure products

03

• Tailored solutions

• Currency risk hedging


OUR MAIN GOAL

– assist our customers to create an individual investment portfolio with standard risk and maximal profitability.

Customer goal

Establish the investment goals taking into account all the customer preferences and requirements

Strategy selection

Selection of the strategy which the best meets customer expectations in respect of profitability and risk

Portfolio management

Team expertise allows to realize the best market opportunities for a client

Monitoring

Customer accepts regular reports on investment portfolio situation and earnings yield

Revenue earned

At customer’s option return on investments allowed regularly or at the close of the investments period

Reinvestment

Reinvest your earnings to maximize profits and increase revenue


MANAGEMENT STRATEGIES



OUR HISTORY

To help clients achieve financial goals around the whole world



Locko-Invest aims to diversify its business globally and develop trust management in foreign jurisdictions to help clients achieve financial goals around the whole world.

The company to pay record dividends to shareholders



Locko-Invest is expanding its range of products and launches conservative strategies “Cash flow» in rubles and foreign currency. The growth of the business and strong financial results allowed the company to pay record dividends to shareholders.

Investments, receiving more than 200% per annum



During the dramatic crisis in the Russian financial market, the company Locko-Invest demonstrated record results of asset management.

None of the clients suffered losses in 2014 during the crisis, and in 2015 many clients tripled investments, receiving more than 200% per annum

Clients have become richer by an average of 2.5 times



The main activity of the company – asset management for high-net-worth individuals. Locko-Invest launches basic products – fixed income investment strategies in Russian rubles as well as foreign currencies.

The volume of assets under management during this period increased from 500 million to 1.7 billion rubles, and clients have become richer by an average of 2.5 times.

Professionals with many years experience



Locko-Invest was established to provide investment management services to LOCKO-Bank’s clients.

The company’s Board of Directors consists of professionals with many years experience in major Russian banks and asset management companies as well as representatives of the foreign portfolio investor – East Capital. The company has a license for brokerage activities, dealer activities and securities management activities.


MANAGEMENT

Pavel Voznesenskiy, EMBA

Member of the Board of Directors

Deputy Chairman of the Executive Board of Joint stock company “LOCKO-Bank”.

Gennady Artamonov, MBA

Member of the Board of Directors

Banking experience since 1993, securities market experience since 1994.

Oleg Masyutin

CEO

Banking experience since 1993, securities market experience since 1994.

Daniil Apleev, CFA

Business Development Director

Joined Locko-Invest in 2011 as portfolio manager of bonds in Russian rubles.

Dmitry Borisov

Portfolio manager

Locko-Invest Portfolio manager since 2008, specialization – bonds in Russian rubles.

Maxim Litvinov

Analyst

Financial analyst since 2012, specialization – bonds in Russian rubles.


LICENSES

Dec 10
2009
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045-12739-100000

Brokerage Services

Unlimited
Federal Service for Financial Markets

Dec 10
2009
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045-12743-010000

Dealer Services

Unlimited
Federal Service for Financial Markets

Dec 10
2009
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045-12747-001000

Asset Management Services

Unlimited
Federal Service for Financial Markets


CONTACTS