Investment services

Expertise you need
Trading in the name of and on behalf of a client's account
Custody and financial instruments administration
Investment advisory

After years of experience in providing the clients with the services in the money and currency market, Zapad banka AD Podgorica has begun to provide the clients with the investment services, too, in accordance with the Montenegrin Law on capital market, under the supervision of the Capital Market Commission of Montenegro.  Zapad banka fosters an individual approach in providing the investment services in order to provide each client with a personalized (tailor made) service in line with his/her expectations.
Providing investment services to clients and developing investment services will be the focus of Zapad banka in the coming period.

Trading in the name of and on behalf of a client's account

The employees in the Investment Services Department of  Zapad banke AD Podgorica carry out sales and purchase of all types of financial instruments, securities, bonds, funds, derivatives in the name of and on behalf of a client in both, Montenegrin and international market

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Custody and financial instruments administration

The transactions made for the clients are settled in the investment services accounts opened in the client's name and the client's financial instruments are kept in such custody accounts.  In the name of client Zapad Banka AD Podgorica collects all types of revenues from the financial instruments available in the account and inform client on all changes occurring. We underline that the instrument held in the above mentioned accounts are not included in the Bank's assets and balances, but under any situation they are owned by the client who has an unlimited right of disposal. 

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Investment advisory

With the assistance of Zapad Banka AD Podgorica and its employees, invest your money in a way that aligns with your goals, future needs, investment time horizon, and risk tolerance. With the help of our employees, who possess years of experience in financial markets, you can create an investment portfolio that meets all your preferences.

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For providing the investment services Zapad banka AD Podgorica implements