Why us

Expat provides to its global client network a professional and modern alternative for their personal and corporate savings. We offer a large scope of first-class investment services and cost-effective, tax-efficient, flexible premium investment solutions. Expat has one of the strongest investment teams in Central and Eastern Europe, with education and experience from North America, Europe, and Asia.

Innovation has become our trade mark. Expat is the only company to the east of Frankfurt and to the west of Hong Kong with its own funds being listed on 4 European stock exchanges. Expat is one of the 30 ETF operators on the Frankfurt Stock Exchange, as well as on the London Stock Exchange and it is the only Bulgarian company with instruments on these markets. In addition to 1000+ personal investment accounts, we manage 18 funds, some of which unique for the reagion.

High level of confidentiality

Confidentiality and privacy are a fundamental part of our job. We provide reliable protection of our clients’ identity and assets – at a superior level compared to other similar service providers.

Personalized investment strategies

The individual investment account with us is like a tailor-made suit. We are committed to understanding the clients' unique financial circumstances, their objectives and their career and family dynamics, in order to guarantee a service level and investment strategy customized to the specific needs and expectations of every investor. We have solutions for clients with assets ranging from tens of thousands to tens of millions of euros.

Global reach

We diversify our clients’ country-specific risks away from jurisdictions where the investor has a natural concentration of personal and economic risks. Through the investment account with Expat, the client has access to investment opportunities worldwide. We analyse and monitor hundreds of companies and financial instruments from different regions and in different currencies in order to achieve better diversification and to protect our clients’ assets from domestic risks. Our strong business relations with leading global banks and other financial institutions worldwide allow us to offer a complete range of investment banking services.

Immediate liquidity

Our clients’ money is invested in 100% liquid financial instruments with daily quoted market prices. The clients may use their money at any time by making a transfer from their investment accounts to any bank account around the world.

Security guarantee

The clients’ securities are their personal property and are kept off-balance with reputable custodians. The investor has no credit risk related to Expat or to custodian banks.

What Type of Investor are You?

If you want to know what type of investor you are and what is the right distribution of investments for you, fill in our questionnaire.