Discretionary Investment Management

Each induvial portfolio built under this service features a custom structure that reflects your goals and expectations as an investor. This is a service that offers a great degree of flexibility when defining your personalized investment policies and financial instruments of choice.

The ‘Discretionary Investment Management’ service as offered by ELANA Fund Management is delivered following all accepted standards in the financial services industry. The client sets his expectations and requirements regarding his personal investment strategy, while the company provides all services connected to managing this portfolio.

Advantages: Why choose Discretionary Investment Management with us?

• More than 16 years of experience in managing high-profile individual portfolios.
• Personalized investment strategy that reflects the specific goals and financial situation of each client.
• Flexibility in our terms and fees, depending on the size of each investment.
• Worldwide access to stock markets and financial instruments.
• Access to a great diversity of financial instruments when structuring and restructuring your portfolio.
• Your investments will be managed by a team of experienced financial consultants and analysts, including CFA chartership holders.
• When investing in Bulgarian stocks, and stocks from EU-regulated markets, no taxes are payable on realized profits (local persons only).

Customer service: Personalized care

• Single-point of contact account manager who closely follows your investment, will answer any questions.
• Personalized monthly reports on the status of your portfolio.
• Our team of experienced portfolio managers are available for individual consultations, and can provide you with a set of analyses (by sector, countries, economic areas) upon request.

The products and services offered by ELANA Fund Management are available only on the territory of Bulgaria. The English version of this website is solely for informational purpose.