On May 21, 2025, SORTIS Invest, in partnership with Wolf Theiss, the leading international law firm, and Lexham Partners, the London-based direct secondaries fund manager, hosted an exclusive morning session in Sofia, Bulgaria, delving into the strategic and legal dimensions of international institutional investment for family wealth. Held at Wolf Theiss’s Office, the event attracted a distinguished audience of entrepreneurs, company owners, executive directors, and representatives of family offices, all eager to explore actionable strategies for optimizing their investment portfolios in today’s complex financial environment.
The forum provided a platform for high net worth individuals to gain valuable insights into aligning their wealth management strategies with long-term objectives. The event featured a robust lineup of expert presentations, a dynamic Q&A session, and a networking opportunity that fostered meaningful connections among attendees.
A highlight of the session was a keynote presentation by Mr. Martin Paev, CFA, Executive Director of SORTIS Invest, on Effective Portfolio Management and Asset Allocation. Drawing from his extensive experience in investment banking and asset management, Mr. Paev outlined key principles for building resilient portfolios. He emphasized the critical role of asset allocation in driving returns and managing risk, advocating for diversification across asset classes, geographies, and sectors. His presentation covered practical strategies, including the integration of traditional assets (such as equities and fixed income), real estate, and alternative investments like private equity and hedge funds to enhance risk-adjusted returns. Mr. Paev also showcased a hypothetical portfolio case study, illustrating how diversification and rebalancing can significantly boost expected returns while reducing overall risk.
Complementing Mr. Paev’s insights, Mr. Richard Clegg from Wolf Theiss provided an authoritative overview of the legal framework governing institutional fund investments, addressing key considerations for investors navigating regulatory complexities. Then Mr. Dominic Perks from Lexham Partners shared his expertise on innovative fund strategies and in particular on direct secondary investments designed to preserve and grow family wealth, offering tailored approaches for high-net-worth individuals and family offices.
The event concluded with a lively Q&A session, where participants engaged directly with the speakers, followed by a networking reception over drinks. Attendees lauded the forum for its depth of content and the chance to connect with peers, underscoring its value in building a community of informed investors. This event reinforces SORTIS Invest’s commitment to empowering clients with cutting-edge knowledge and bespoke financial solutions. As a premier investment banking boutique, SORTIS Invest continues to harness its global network and deep expertise to guide clients through intricate markets, ensuring their wealth strategies remain robust and future-focused.
