Asset management is a service targeted at high net-worth individuals, in which a personal investment portfolio is created. Piraeus Bank Bulgaria AD guarantees you a personal approach and service, and a high degree of flexibility in the management of assets.
The portfolio is constructed with the investment aims, risk profile, time horizon and desired currency of the client in mind. Our global investment approach enables us to achieve the optimal long-term profitability that our clients desire.
The recommended minimum investment capital is 30 000 BGN or the equivalent of that sum in another currency. Our main goal is to create a globally diversified portfolio that would ensure optimal long-term portfolio profitability at a minimized risk and low investment costs. In managing the portfolio, our approach is to create additional investment value on the global capital markets.
The management of a portfolio, the allocation of assets in it and its rebalancing over time are consistent with the state of the economy and the stages of the economic cycle.
Piraeus Bank Bulgaria AD will provide you with a personal investment consultant who will offer you the most suitable investment strategy based on your specific goals and investment constraints. It will be put into action by a professional team that consists of a portfolio manager, a broker and an analyst who will manage the investment portfolio actively and keep track of the market development as well as make the necessary changes in your individual investment strategy.
Our clients can choose among diverse strategies and financial instruments in order to maintain portfolios that are suitable combinations of different financial instruments (stocks and bonds of Bulgarian and foreign issuers, Bulgarian and foreign government bonds, deposits in different currencies, derivatives). You should know that under the asset management your assets will enjoy a complete independence - your money and financial instruments will be completely seperated from the assets of the bank.
The transparency of the asset management will be assured by preparing and sending regular reports on the management of the portfolio as well as specif reports on your request.