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Expat Capital

Investment Management in Bulgaria

Overview

Expat Capital, with is wholly-owned subsidiary Expat Asset Management, is one of the largest wealth management companies in Bulgaria – with individual investment accounts for clients from 35 countries, global reach, superior asset custodian setup and access to investments worldwide.

We are focused on protecting and growing our clients’ wealth responsibly and efficiently by offering customized long-term management of their personal and family savings.

Expat provides case-tailored wealth management solutions. We diversify our clients’ risk through portfolios of liquid financial instruments of first-class issuers worldwide. Our clients receive access to global investment opportunities with the added value of our superior asset custodian setup and our first-class brokerage relationships.

Our team of professionals manages over a thousand of individual investment portfolios, 3 mutual funds with global focus, a family of ETFs tracking the performance of stock indices from the CEE region, a fund investing in global artworks, a fund tracking the price of gold.

Експат Капитал, със своето лицензирано управляващо дружество Експат Асет Мениджмънт, е най-голямата независима компания за управление на индивидуални инвестиционни сметки в България – с клиенти от над 35 държави и достъп до инвестиции на всички пазари по света във всички класове активи. Експат предоставя утвърден и сигурен начин за управление на личните спестявания и семейното богатство чрез диверсифицирани портфейли от финансови инструменти от цял свят.

Търгуваме десетки хиляди инструменти по целия свят. Наред с индивидуалните портфейли, управляваме 11 борсово търгувани фонда (ETF), един „къс“ фонд, 3 взаимни фонда с глобален фокус, фонд за глобално изкуство, фонд за злато, фонд за недвижими имоти (АДСИЦ). Ние сме е единствената компания от ЦИЕ с борсово търгувани фондове на London Stock Exchange и на Frankfurt Stock Exchange.

Tagline

ПРОФЕСИОНАЛНО УПРАВЛЕНИЕ НА ЛИЧНИТЕ СПЕСТЯВАНИЯ. СИГУРНОСТ. ДОХОДНОСТ. КОНТРОЛ.

EMPLOYEES

11-50 employees

FOUNDED

2006

HQ

Sofia

TYPE

Privately Held

Location

Street
96A G. S. Rakovski Str.
City
Sofia
Region
—
Postal code
1000
Country
Bulgaria

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FAQ

What is the company name?

expat.bg is the website of Expat Capital.

What is the industry of the company?

Expat Capital (expat.bg) is in the Investment Management industry.

What products and services does the company offer?

Expat Capital (expat.bg) lists these specialties: asset management, investment banking, wealth management, private banking, real estate investment trusts, mutual funds, mergers and acquisitions, ETFs, Fund Management, UCITS, Passive Funds, Index Funds, Active Funds, and discretionary accounts.

When was the company founded?

Expat Capital (expat.bg) was founded in 2006.

How many employees does the company have?

Expat Capital (expat.bg) has 11-50 employees.

What is the company type?

The company type of Expat Capital (expat.bg) is Privately Held.

Where is the company headquartered?

Expat Capital (expat.bg) is headquartered in Sofia.

What is the address of the company?

The address of Expat Capital (expat.bg) is 96A G. S. Rakovski Str., Sofia, 1000, Bulgaria.

What are the social media accounts of the company?

The social media account of Expat Capital (expat.bg) is LinkedIn.

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