Investment Banking

We are proud to present our investment banking services. Our Bank is committed to excellence and fully dedicated to your needs — always striving to earn and maintain your trust.

Investiciono bankarstvo
UCB Building

Brokerage and Custody Services

Within the Investment Banking and Financial Markets Division, we have established two key departments: the Brokerage Department and the Custody Department. The activities of the Division are carried out through these two services.

Kastodi poslovi

Custody Services

Custody services represent one of the important areas of our operations. Through an extensive network of business partners (sub-custodian banks), we facilitate access to capital markets.

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Brokersko poslovanje

Brokerage Services

Our Bank provides brokerage services that allow you to invest efficiently and securely in financial instruments — both in the domestic market and across all major global markets.

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Investment Services

The Bank offers its clients investment in financial instruments in line with their preferences on the domestic market (Montenegro Stock Exchange), as well as regional and international markets (for example, Nasdaq, NYSE, Frankfurt, Xetra, London Stock Exchange).

Investment banking encompasses a wide range of services related to securities trading.

List of investment services and activities for which the Bank has obtained the required licenses:

  • Reception and transmission of orders related to the purchase and sale of financial instruments
  • Execution of orders on behalf of clients
  • Trading on own account
  • Portfolio Management
  • Investment Advisory
  • Underwriting services in connection with the offering and sale of financial instruments with a firm commitment
  • Underwriting services in connection with the offering and sale of financial instruments without a firm commitment
  • Custody and administration of financial instruments on behalf of clients, including related services
  • Administration of clients' funds
  • Granting loans or credits to investors to enable transactions in one or more financial instruments, where the Bank as lender is involved in the transaction
  • Advisory services to companies on capital structure, business strategy, mergers and acquisitions, and related matters
  • Foreign exchange services related to the provision of investment services
  • Research and financial analysis in the field of investment, as well as other forms of general recommendations related to transactions in financial instruments
  • Sponsorship services
  • Investment services and activities, as well as ancillary services related to financial instruments, in accordance with the Capital Market

For any information, you can contact us at:

Brokerage Services Department

Custody Services Department

Individual approach to the client

Our employees are our comparative advantage. An individual approach to each client and innovation in finding the best solution allow us to always meet the specific needs of clients. Guided by high professional and ethical standards in business, we ensure security and honour the trust placed in us.
We are able to provide you with the full range of services available on the domestic financial market — quickly, efficiently, and with minimal investment of your time and money — as well as comprehensive services across all major international financial markets.

Become our client today and join the club of satisfied users of investment banking services.

Prostorije i šalteri Universal Capital Banke
Otvaranje Kastodi računa

Custody Account Opening

Find out the list of required documents for opening a custody account. Once all documentation is complete and the business relationship is approved, contracts are signed either at the Bank’s headquarters or at another location, in the presence of a representative from the Custody Services Department.

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Kupoprodaja HOV

What Are Securities?

Securities are closely linked to the capital market and, in a narrower sense, represent investment instruments that carry investment risk, which is compensated by potential return. Examples include shares, bonds, and similar instruments.

Would you like to learn more about how to buy or sell securities?

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