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Individual wealth management

At Albacore, we follow the principle that everyone should do the job they are best at. That’s why we have partnered with Intercapital Asset Management, a leading independent asset manager covering individual wealth management and investment advisory services within the Intercapital Group.

Within the Intercapital Group, in addition to asset management, they have a leading regional brokerage firm. From our clients' point of view, this means that if they work with us, they get efficient access to investments on all regional and global stock exchanges and, through our asset management service, a professional approach to investing in line with global best practices.
In practical terms, this means that our clients open an account with Intercapital and all communication is done through Albacor. Albacor's experts are involved in the entire investment process and keep an eye on your investments.
Albacore is the exclusive agent for individual asset management for Intercapital Asset Management in Slovenia and is also entered in the register of the Securities Market Agency (ATVP) as an affiliated broker-dealer of Intercapital Asset Management.
ATVP registry

A systematic approach to investing is the key to success

  • Understanding our client's financial situation and expectations is essential to identifying an appropriate investment strategy. 
  • After determining the strategic allocation based on the individual client profile, we actively manage the investment portfolio with tactical allocations on a monthly basis. At the same time, we ensure regular reporting of returns and an annual review of the appropriateness of the chosen strategy.

We'll help you every step of the way

“Give me six hours to chop down a tree and I will spend the first four sharpening the axe.”

Abraham Lincoln

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The experience and expertise of our people allows us to construct and implement practical workable solutions to our clients’ specific needs.

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