|Synergy Finance is a company registered in the Republic of Lithuania in 2008 and licensed by the Bank of Lithuania to operate as management company acting pursuant to the Law on the Collective Investment Undertakings (license number VKĮ-020). This license gives the company the right to manage various types of collective investment undertakings, to manage financial instruments portfolios of other persons and to provide advice on investments in financial instruments (investment portfolio formation, selection of financial instruments, review of investment directions, etc.).|
- UAB Synergy Finance is an independent Lithuanian capital investment management company founded and controlled by its current employees.
- Synergy Finance currently manages 12 funds of various types and asset classes and investment companies with total assets of more than 80 million EUR.
- According to the Bank of Lithuania report for the first half of 2019, Synergy Finance is the third largest management company in Lithuania.
- In terms of AuM per employee, Synergy Finance ranks TOP2 among Lithuanian capital management companies.
Essential stages of a company
2008 Synergy Finance UAB established
2011 Licensed as a financial adviser company
2012 investment management company license obtained
2012 the first mutual fund was established
2014 the first investment company operating in Lithuania based on IISKIS established
2019 more than 10 funds and investment companies are administered