Alaric Group includes two companies in its structure: Alaric Capital AD, a Financial Supervisory Commission-licensed and regulated asset manager, and Alaric Securities OOD, a FSC-regulated and licensed investment intermediary. With a global partner network and a worldwide expertise in investment and wealth management and execution, the Group provides access to all public and private investment instruments around the world.
Alaric Securities Ltd is a leader in global electronic exchange connectivity and broker execution with trading volumes significantly larger than the Bulgarian Stock Exchange with over billion being traded over the company’s network. The firm has a strong financial structuring and engineering arm which provides the Bulgarian investment community with world-class investment instruments. The company is in the process of opening its London and Istanbul offices shortly. In the last 2 years Alaric Securities has supported and initiated numerous financial education initiatives together with Sofia University, the American University in Blagoevgrad, Investor BG, AIESEC, Capital AD, etc. Partner structures have trained and subsequently employed over 150 university graduates. Alaric continuously provides support to AUBG in improving its academic programme in investment management.
Alaric Capital AD is a Wealth Management Company, which actively manages investment UCIT’s funds as well as funds on behalf of high net worth individuals, families and companies. The firm utilises its vast international partner network including (but not limited to) Julius Baer Private Banking, GAM, JP Morgan; Deutsche Bank, Citibank, Merrill Lynch, Credit Suisse, Garanti Bank, etc.
The Group’s objective is to set new standards in the global investment products offering in the CEE region by carefully selecting top-notch asset managers and products in its partner raster and adhering to highest standards in the creation, marketing and distribution of financial products in Bulgaria.