Individual asset management is management of individual portfolios of shares, other securities and/or cash. The team of the Managing Company takes investment decisions in accordance with the investment goals and strategies of its clients.

Upon this service all investment conditions are negotiated according to the client’s requirements, the desirable profit, his or her proneness to take risk, investment possibilities and experience, personal preferences and other parameters. The client’s goals and limitations are specified in an individual conversation and the company structures their investment portfolio according to them.

The Advantages of Asset Management of Individual Portfolios are: 

• Personal portfolio manager 
• Transparency – all the investors receive a monthly report for their individual portfolios
• Diversity of the offered strategies and portfolios, including combinations of different financial instruments /shares issued by Bulgarian and foreign companies, bonds issued by Bulgarian and foreign companies, Bulgarian and foreign debt securities, deposits in different currencies, derivative instruments/
• Supervision of the management – the funds are kept in a separate client’s account at a depository bank, and the securities are kept in a client’s account at Central Depository or in other depository institution