We are more than professional financial advisors

 

We use our quality professional advice, our reputation for excellence and innovation and international reach to get our clients the best possible results. We deliver a wide variety of financial projects including advising, asset management, legal & tax, markets, banking, branding, intellectual property and administration.

— Peter Terziev - Founder, Managing Partner
 

Getting to know the many faces of success

 

Success is not just a matter of financial figures, discipline and hard work, success is a way of living! Effekten und Finanz lives up to its reputation. As a single, fully integrated, global partnership, we pride ourselves on our approachable, collegiate and team-based way of working.

— The Right Honourable Stephen Byers - Managing Partner

 

 
 

WHO WE ARE?

 

We administrate and manages private wealth and help business grow. We are totally independent and take care of assets and business projects, while keeping our clients' philosophy and your goals. We provide a wide range of high quality services and expertise.

OUR COMPANY

 

WHAT WE DO?

 

Our partners and employees are fully dedicated to our clients. We agree to meet all the requests without delay, with a pro-active attitude in solving problems facing them. The availability of each one and the commitment of all is one of the key factors of our success and excellent customer service.

OUR TEAM

 

HOW WE MAKE IT?

 

We strive for excellence in the quality of services we provide to our customers in choosing our partners among the best specialists.We pay attention to detail in the monitoring and control of operations.

We value independence and defend it every day.

OUR APPROACH