We are proud to share that Compass Invest Asset Management was awarded the Best Private Wealth Management Company Bulgaria 2026 prize by Global Banking & Finance Review — one of the leading international publications in the field of financial services.
This is the third consecutive recognition for us in this category and yet another confirmation of the consistency and sustainability of our approach to asset management.
For more than 20 years, we have been developing a model based on consistency, discipline, and a long-term investment perspective. At its core lies a clear philosophy — creating and preserving value through careful risk management and strategic positioning across different market cycles.
Over the years, we have built long-term partnerships with leading international financial institutions such as Goldman Sachs, Bank of America, and ING, giving us access to global expertise and top-tier investment opportunities.
“In asset management, results are not measured within a single year. They are a function of consistency, discipline, and the ability to follow a strategy regardless of market noise.” commented Dragomir Velikov, Chief Investment Manager of the management company. “This award is recognition of the process we have been building for more than two decades.”
The dynamics of global markets are changing the role of wealth management companies — from traditional asset management to strategic partnership with clients.
“The industry is evolving toward greater personalization, transparency, and integration of different asset classes. In Bulgaria, this process is accelerating, while investors are becoming more informed and have increasingly higher expectations,” noted Ivaylo Angarski, CEO of Compass Invest Asset Management. “This sets a new standard — not simply for returns, but for comprehensive wealth management.”
For us, this distinction is not an endpoint, but a confirmation of the standards we follow every day.
We thank our clients and partners for their trust — it remains the most important benchmark for our work and the strongest driver of our development.
Compass Invest – your personal investment advisor!
For more information, you can contact one of our experts at +359 2 42 19 517 or via e-mail at marketing@compass-invest.eu.
Disclaimer
The present information is a marketing communication and does not constitute investment advice, recommendation, investment research, or a recommendation to invest. The information is valid as of the date of issuance of the marketing material and may be subject to future changes.
The value of units in collective investment schemes fluctuates over time and may be higher or lower than their value at the time of investment. Profits are not guaranteed, and investors may not recover the full amount of their invested funds. Investments are not guaranteed by any state-established guarantee fund or any other form of guarantee.
Past performance of financial instruments is not a reliable indicator of future results. Therefore, investors are advised to familiarize themselves with the Prospectus and the Key Information Document for Investors before making a final investment decision.
These documents are available in Bulgarian on the website of Compass Invest AD – www.compass-invest.eu, and a free paper copy may also be obtained upon request at the office of the management company at: 36 Alabin Street, Floor 4, Sofia, on every business day from 9:00 a.m. to 5:00 p.m.
Future results are subject to taxation depending on the personal circumstances of each investor and may change in the future. A summary of investor rights is available in Bulgarian at the following hyperlink: https://bit.ly/3Rvo52J.
The mutual funds managed by Compass Invest AD are actively managed and do not track an index. Please note that Compass Invest Asset Management AD may decide to terminate the distribution of the funds within the territory of the Republic of Bulgaria.