Review of QBF Portfolio Management
About the Company
QBF Portfolio Management is an asset management company from Russia, founded in 2008. It specializes in managing assets of mutual investment funds for private and corporate clients.
The organization is registered in Moscow at Presnenskaya Embankment, building 8, structure 1, and also has branches in St. Petersburg, Yekaterinburg, and Tyumen. It is part of the QBF group, which stands for Quant-Based Funds, a fund based on quantitative investments.
Licenses and Permits
QBF Portfolio Management operates under four licenses:
- for providing dealer services,
- for securities management,
- for brokerage activities,
- for providing depository services.
The first three licenses were obtained in 2009 from the FSFR, and the last one, issued in 2019, from the Bank of Russia.
Investment Products
QBF Portfolio Management offers opportunities for both private and corporate clients. Various investment portfolios are available for private clients:
- “Upward Movement,”
- “Golden Ratio,”
- “On Demand,”
- “State Guarantee,”
- “My Safe,”
- “Global Markets,”
- “Dividend,”
- “Eurobonds,”
- “New Heights.”
Special products are offered for corporate clients, such as “Currency Risk Hedging” and “REPO with Central Counterparty.”
Individual Investments
The organization provides the opportunity to open an Individual Investment Account with preferential tax treatment.
Three ready-made investment accounts are available: “State Guarantee,” “Upward Movement,” and “Future Technologies.”
Real Estate Investment
QBF manages closed-end real estate investment funds, offering four investment directions: “Real Estate,” “Regional Real Estate,” “Regional Development,” and “Regional Development 2.”
Website and Support
The company’s official website is available only in Russian. A feedback form is provided, as well as the option to contact via WhatsApp. Office phone numbers are also provided for communication.
Conclusion
When considering the company, it is important to take into account all facts and specifics of its operations. Caution is recommended, and it is advisable to study the details of the offers before making investment decisions.