Asset Management

Asset Management

Compass Invest is a management company licensed by the Bulgarian Financial Supervision Commission (License №22-UD/30 Nov 2006, and License №44-UD/13 Feb 2012). Apart from managing its five collective investment schemes, the management company may, in accordance with collective investment schemes regulations, provide the following additional services: discretionary portfolio management, investment advice and administration of units of collective investment undertakings.

We offer professional, tailor-made discretionary portfolio management to our clients by helping them pursue their wealth management goals. This service is suitable for institutional investors, corporates/businesses and high-net-worth individuals. Apart from identifying suitable investment opportunities in line with our client’s risk tolerance levels, investment preferences, expected return, etc., and setting up clear investment objectives, we are in a position to develop comprehensive wealth and investment management strategies through careful evaluation of our clients’ goals and priorities.