QBF
Overview of QBF Portfolio Management
About the Firm
Established in 2008, QBF Portfolio Management is a Russian asset management company that specializes in overseeing mutual investment fund assets for both private and corporate clients.
The firm is headquartered in Moscow, located at Presnenskaya Embankment, building 8, structure 1, with additional branches in St. Petersburg, Yekaterinburg, and Tyumen. It is a part of the QBF group, which focuses on quantitative investments.
Licenses and Authorizations
QBF Portfolio Management operates under four licenses:
- for providing dealer services,
- for securities management,
- for brokerage activities,
- for providing depository services.
The initial three licenses were acquired in 2009 from the FSFR, while the fourth, obtained in 2019, was granted by the Bank of Russia.
Investment Offerings
QBF Portfolio Management provides diverse investment opportunities for both individual and corporate clients. For private clients, a range of investment portfolios are available:
- “Upward Movement,”
- “Golden Ratio,”
- “On Demand,”
- “State Guarantee,”
- “My Safe,”
- “Global Markets,”
- “Dividend,”
- “Eurobonds,”
- “New Heights.”
Exclusive products tailored for corporate clients include “Currency Risk Hedging” and “REPO with Central Counterparty.”
Personalized Investments
The firm offers the option to establish an Individual Investment Account with favorable tax benefits.
Three pre-designed investment accounts are accessible: “State Guarantee,” “Upward Movement,” and “Future Technologies.”
Real Estate Investment Services
QBF manages closed-end real estate investment funds, presenting four investment avenues: “Real Estate,” “Regional Real Estate,” “Regional Development,” and “Regional Development 2.”
Online Platform and Assistance
The official website of the firm is currently available only in Russian. Visitors can utilize a feedback form and reach out via WhatsApp. Contact numbers for the offices are also provided for inquiries.
Final Thoughts
Before engaging with the company, it is essential to carefully consider all operational details and specifics. Exercise caution and thoroughly review the terms of the investment offers prior to making any financial decisions.
This review has been prepared by the specialists at ExpertsReview.