A portfolio built around your goals
Individual asset management for institutional clients, companies and private investors.
Discretionary portfolio management is the management of an individual portfolio of financial assets and/or cash under a contract with the client. Our team structures the portfolio and makes the investment decisions within an investment policy agreed with you — shaped by your objectives, risk tolerance, time horizon and any constraints you set. We work with institutional clients (pension, insurance and health funds), corporate clients and individuals.
A tailored policy
An investment strategy developed with a dedicated adviser around your goals, not an off-the-shelf package.
Transparency
Regular reports on the state and performance of the portfolio, against agreed benchmarks.
Asset safety
Cash and securities are held with a bank, separately from the Management Company's own assets.
Flexibility
Strategies ranging from conservative to active, with scope to adjust as your goals change.
Investment advice
We also provide individual investment advice on the structure of a personal portfolio and on transactions in financial instruments: reviews of the Bulgarian and international markets, sector analyses and analyses of specific securities. Our recommendations are tailored to your objectives and constraints — the advice begins with a conversation about them.
The difference in short: under discretionary management our team makes the investment decisions; under advisory you decide — we only advise.
Let's talk about your portfolio
The conversation comes with no obligation — +359 2 494 90 84, every business day 9:00–16:30.