About Us: Private Wealth Management - IQ Smart Capital

Wealth Management of a securities portfolio (shares, funds, ETFs)
Wealth Management of a securities portfolio (shares, funds, ETFs)
Order Wealth Management services in Ukraine.
Consultations and trust management of investor capital.
Trust management company, Kyiv, Ukraine!

IQ Smart Capital was founded in 2023 to provide modern services of Private Wealth Management, Financial Engineering and Investment Risk Management services to wealthy clients who appreciate technology and smart investment decisions, high quality service and confidentiality.


IQ Smart Capital strives to create value for its clients by applying innovative technologies and common sense to solve the optimization issues of investment risk management.


When making financial and economic decisions, we are always guided by the interests of clients, common sense, as well as modern analytical tools for analyzing macroeconomic processes, sectoral trends and performance of companies in which our client invests.


IQ Smart Capital serves clients from different jurisdictions, including Ukraine and European countries. We provide Wealth management services to investors from leading European financial centers such as London, Frankfurt, Zurich, Paris and Luxembourg.


As a reliable solution provider for large portfolio investors, IQ Smart Capital provides modern Portfolio Management for the client's account, a personalized approach and high standards of service. Our experience and expertise allow us to offer optimal investment strategies that provide stable capital growth and minimize risks.


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How to Grow Capital through Trust Management of a Portfolio?

  • Trust management of capital is one of the most effective ways to grow your wealth. In today’s investment world, where the stock market plays a key role, professional asset management is becoming increasingly sought after. IQ Smart Capital specialises in trust management of portfolio investors’ capital, offering expert solutions to enhance your capital.
  • Our specialists utilise advanced methods of analysis and forecasting to select the optimal strategy for investments in shares and other financial instruments. We understand that successful capital management requires not only deep market knowledge but also the ability to adapt to its constant changes. Therefore, we carefully monitor macroeconomic indicators and market trends to promptly adjust investment strategies.
  • One of the key aspects of our approach is risk diversification. We allocate investments across various economic sectors and regions, minimising potential losses and ensuring stable growth of your portfolio. By entrusting your capital management to professionals, you gain access to exclusive investment opportunities and high-yield assets that are unavailable to private investors.
  • We offer bespoke solutions for each client, considering their financial goals and risk profile. By partnering with IQ Smart Capital, you can be confident that your capital is in safe hands. Our experts will help you choose the optimal investment strategy that ensures maximum returns with minimal risks. Trust management of a portfolio is your path to financial independence and stable capital growth.


Why is it Important to Consider Risk Tolerance in Capital Management?

  • Capital management requires a balanced and personalised approach, considering numerous factors. One of the key aspects is risk tolerance (open Questionnaire in PDF), which determines how much risk an investor is willing to take with their funds. IQ Smart Capital understands the importance of this parameter and offers solutions based on the individual preferences and needs of each client.
  • Risk tolerance depends on many factors, including financial position, investment goals, time horizon, and psychological readiness for temporary losses. For instance, young investors with long-term goals can afford more aggressive investment strategies in shares, as they have time to recover from potential losses. Conversely, investors nearing retirement may prefer conservative strategies with lower risk.
  • At IQ Smart Capital, we thoroughly analyse your risk profile to offer optimal solutions for capital management. Our goal is to create simple and at the same time effective a balanced portfolio that matches your expectations and risk level. We use risk diversification as a primary tool to minimise potential losses by allocating investments across various assets and sectors.
  • Considering risk tolerance helps avoid emotional decisions that could negatively impact portfolio returns. Understanding and accepting the level of risk helps investors stay calm during market fluctuations and adhere to the chosen strategy. Our experts are always ready to help you assess your risk tolerance and offer optimal investment solutions that ensure stable capital growth.
  • Collaboration with IQ Smart Capital guarantees professional capital management based on a deep understanding of your needs and capabilities. We offer a personalised approach to each client, ensuring maximum returns with minimal risks. Considering risk tolerance is the key to your financial well-being and successful investing.


Individual Global Long-Term Investment Strategy with Minimal Risk

In the context of the global economy and rapidly changing market conditions, a long-term investment strategy is of particular importance. IQ Smart Capital offers its clients the development and implementation of global investment strategies aimed at minimising risks and ensuring stable capital growth.


✔️ Correct risk diversification

The foundation of our strategy is risk diversification. We allocate investments across different regions and economic sectors, reducing the impact of individual market factors on the overall portfolio. This approach ensures the stability and resilience of investments even in conditions of high volatility in the stock market.


✔️ Selection of assets with growth potential

A long-term investment strategy involves a careful selection of assets with high growth potential. Our analysts conduct in-depth fundamental analysis of companies, assessing their financial performance, growth prospects, and competitive advantages. This allows us to form a portfolio of shares in companies with high resilience and potential for long-term growth.


✔️ Analysis of the macroeconomic situation

We also consider macroeconomic trends and global challenges such as changes in the world economy, political risks, and technological innovations. Our experts constantly monitor these factors, adjusting the investment strategy in line with current economic conditions of the region of investment. This approach enables us to offer clients solutions that ensure maximum returns with minimal risks.


✔️ Individual Portfolio Settings

IQ Smart Capital aims to provide its clients not only with high-yield but also reliable investment solutions. We develop bespoke strategies, considering the unique goals and needs of each client. By entrusting us with the management of your capital, you gain access to professional expertise and innovative approaches that help you achieve financial well-being.


✔️ Wealth Management, Kyiv, Ukraine

Our global long-term investment strategy is based on principles of responsibility, transparency, and efficiency. We believe that successful capital management requires not only deep knowledge and experience but also attention to detail and a personalised approach. By partnering with IQ Smart Capital, you can be confident that your investments are in safe hands, and your capital will grow steadily and sustainably.

Our Mission: Share knowledge and value with our clients!

The mission of IQ Smart Capital is to share knowledge and value with clients who appreciate the fundamental investment approach, confidentiality and high quality of service. We want to create and deliver value to our clients for the development of economic relations in a modern integrated community, to unleash the potential of our team and fill with positive energy all of our clients. By creating value for customers, we want to receive positive energy in return to share it for the benefit of the whole society and our customers!

Our Values: Honest and open trust management of capital!

The values of IQ Smart Capital are revealed through relationships with our clients, partners, employees, government and the community as a whole. Responsibility, diligence, honesty, openness, mutual respect and trust are the values that we believe in, realize and put into practice in our work and in interaction with the community!

Our Goals: Creating added value for our clients!

The goals of IQ Smart Capital are to create economic added value for our clients and partners, unlock the potential of our team, reward the perseverance and efforts of each team member to achieve the long-term goals of our clients! We want to create something more than just the sum of the individual terms! In a broad sense, we strive to obtain a synergy of knowledge, skills, accumulated experience and efforts aimed at achieving the goals and objectives of all our clients!

FAQs - Frequently Asked Questions

1. What is Private Wealth Management (PWM)?

This is a set of professional services related to the management of assets of wealthy individuals, aimed at achieving their financial goals. This range of services may include financial and tax planning, portfolio management, risk management, investment strategy development, legal and tax advice, and other financial services.

Wealth management involves taking into account the individual financial, legal, family and other characteristics and circumstances of the client. Typically, the approach is based on the client's financial goals, investment horizon, risk tolerance, as well as special circumstances and requirements.

2. What do we do for our clients, what is our specialization?

The specialization of IQ Smart Capital is revealed in the development of unique investment strategies aimed at obtaining expected returns using quantitative methods of risk diversification.

Our strategies are a combination of active and passive management methods, based on quantitative methods of capital allocation and portfolio parameters. Our main goal is to generate income and get a positive Alpha for the client!

3. How does IQ Smart Capital deliver value to its clients?

IQ Smart Capital creates value for its clients through planning, developing and maintaining a system of up-to-date asset data for the client's portfolio, including risk parameters, profitability, economic historical and forecast metrics, such as SGR, Exp.Growth EPS, EVA, etc.

If certain parameters and metrics can be calculated, then they can be managed. In other words, we help our clients make smart investment decisions!

4. How to become a long-term client of IQ Smart Capital?

Before starting our cooperation, we recommend you to order a free consultation of a general nature to clarify financial, legal, family and other important circumstances. In order to become a client of the company, it is necessary to fill out the (1) Investor Profile Questionnaire (Investor Profile.PDF), (2) the Risk Tolerance Questionnaire (Risk Tolerance.PDF) presented on our website.

Then, after consultations and financial planning, it is necessary to clearly formulate the goals, the investment horizon, your expectations regarding the return on the investment portfolio. Subsequently, on the basis of this, the investor will need to make a decision regarding the specific list of assets that will comprise his portfolio.

5. Who can become a client of IQ Smart Capital?

The company's client can be novice or experienced investors who have the status of a qualified investor, who have reached the age of majority, who are not a citizen or tax resident of the United States. Citizens of the Russian Federation and Belarus, politicians, high-ranking officials, high-ranking civil servants cannot be a client of the company.

6. What documents do you need to prepare to conclude an agreement?

To conclude an agreement, it will be necessary to prepare and sign: (1) a copy of the internal passport; (2) a copy of the international passport; (3) a copy of the identification number; (4) an application confirming tax residency; (5) an extract from a brokerage account held in your name; (6) notarized written consent of the spouse (wife) to conclude the contract; (7) a statement confirming the status of a qualified investor.

7. How is a service agreement concluded with IQ Smart Capital?

The service agreement with IQ Smart Capital is concluded in writing and signed by an authorized representative of the company. The contract is signed in four copies (one copy for the client and his spouse, and two copies for the company). Usually a service contract is signed at a personal meeting in the office, but in special cases it is possible to sign the contract at the client's office.

Useful information on the section

Optimization of the stock portfolio and trust management of the investor's portfolio!

Portfolio Optimization: Key Aspects of Effective Management

Effective management of an investment portfolio requires constant optimization and adaptation to changing market conditions. IQ Smart Capital is an expert in investment and offers clients a comprehensive approach to optimizing and managing their portfolios. Key aspects of effective portfolio management include investment diversity, risk diversification, and continuous monitoring of market conditions. We assist our clients in forming a balanced portfolio that includes various assets such as stocks, bonds, real estate, and commodities. Such an approach helps to reduce risks and ensure stable capital growth. Portfolio optimization also involves ongoing assessment of asset performance and reaction to changes in the economic environment. Our experts analyze fundamental and technical market indicators to make informed decisions about portfolio rebalancing and investment reallocation. IQ Smart Capital helps its clients optimize their investment portfolios to achieve maximum returns with minimal risks. We guarantee professional and responsible capital management based on deep market knowledge and advanced analysis methods.

Stock portfolio rebalancing for investor capital management!

Portfolio Rebalancing: Strategy for Adapting to Economic Changes

Portfolio rebalancing is an important strategy for adapting to changes in the economic environment and reducing risks. IQ Smart Capital helps its clients develop and implement effective rebalancing strategies to achieve the optimal risk-return balance. The portfolio rebalancing strategy involves periodic reassessment of assets and their reallocation according to the current market situation. Our experts analyze economic trends, financial indicators, and forecasts to make informed decisions about portfolio rebalancing. One of the key rebalancing strategies is reviewing the asset mix and optimizing their distribution. We help clients manage risks by reducing concentration of investments in specific sectors or regions and expanding opportunities for capital growth. IQ Smart Capital provides its clients with portfolio rebalancing strategies that help them adapt to market changes and achieve their investment goals. Our company offers professional and individualized capital management aimed at maximizing returns and minimizing risks.

Innovative technologies and trust capital management, Kyiv, Ukraine.

Innovative Portfolio Management Technologies: New Opportunities

Innovative technologies play an increasingly important role in managing investment portfolios, providing access to new opportunities and optimizing decision-making processes. IQ Smart Capital is at the forefront of these changes, offering clients cutting-edge technologies for portfolio management. We employ innovative algorithms and software solutions for data analysis, market trend forecasting, and portfolio management optimization. Our clients have access to advanced tools that help them make informed decisions about their investments. One of the key advantages of using innovative technologies is the increased efficiency of portfolio management and the reduction of operational risks. We provide our clients with intuitive and powerful tools for monitoring and analyzing their investments in real-time. The IB platform ensures that clients have access to innovative technologies that help them effectively manage their investment portfolios and achieve their financial goals. Our company offers a professional and individualized approach to capital management, aimed at maximizing returns and minimizing risks.