Worldwide Finance Awards 2020

20 Acquisition International - 2020 Worldwide Finance Awards hat is your investment strategy? Do you have one? For the team at Compass Invest, managing wealth is their speciality. Their solutions are made bespoke to suit the needs of the client, allowing them to achieve their goals in any financial area. Working alongside institutional investors, businesses and high-net- worth individuals, the team have been able to achieve some incredible results. Such is the success of Compass Invest, that they serve more than 200 institutional and individual clients. These people and organizations are established local and international institutions, as well as individuals from different areas of public and professional life. Taking the time to truly understand what a client’s risk tolerance, investment preferences and expected return are, the Compass Invest team generate a clear investment objective. This objective puts the team in the position to develop the critical wealth and investment management strategies for which they have become renowned. These strategies are guided by the client’s needs, priorities and the condition of the market which is in constant flux. As a boutique firm with a first-class team behind them, each account is handled with individual care and attention, meaning that all clients receive the finest possible service. The state of the financial industry has made firms like Compass Invest consider their next steps incredibly carefully, as Bulgaria is characterized by one of the lowest ratios in EU in terms of funds and asset management services market share as a percentage of GDP. This is because there is a low financial literacy rate compared to the EU at large. This means there is not much demand for investment solutions that aren’t real estate and bank deposits. Fortunately, the team have seen the positives of this situation, educating clients on the many other options that are open to them. This allows Compass Invest to present many exciting investment opportunities to clients that allow them to diversify their wealth in more than one asset class. Another factor that is helping their business to increase in size is the younger generation, with many now realizing the need to invest earlier in order to secure their future. Finding the best investment opportunities is no easy task, and one that is best left to the professionals. In the world of finance, Compass Invest JSC stands above the rest as the ultimate asset manager in the business. With a talented team of investment bankers and asset managers, combined with a global network of contacts, it’s little wonder the team have achieved such success. We profile the firm to find out more. Best Asset Management Company 2020 – Bulgaria & Best Tech- Focussed Fund (Since Inception): Compass Global Trends W Financial technology is one of the big gamechangers for Compass Invest, and while the industry of wealth management is one of the slowest adopters of digital technology, the team have seen the need for strategic decision making this area. The availability of big data analytics, complex operational and trading platforms as well as portfolio management software products will play a major part in the work of all operational staff in a wealth management company. It must therefore be explored and understood as soon as possible. Amidst such turbulent times, the team at Compass Invest has been one of the top performers on the Bulgarian market for the past few years, with the flagship mutual fund Compass Global Trends topping the performance rankings quite often. With such a small pool of clients, it has been easy for Compass Invest to keep in close and constant communication. The result has been increased investments from people who trust this professional team to take advantage of longer- term investment opportunities. This carefully curated approach, putting the client’s best interests at heart, has been key to the team’s success. In a highly competitive market, they have achieved some outstanding results. As they look ahead to the latest market trends, we can be certain that they will achieve success long into the foreseeable future. Company: Compass Invest JSC Name: Ivo Angarski, Chief Executive Officer | Dragomir Velikov, Chief Investment Officer Telephone: +359 2 4219 517 Email: office@compass-invest.eu Web Address: www.compass-invest.eu