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Why Us

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Our story

I am Petar Draganov, and I am a founder of Concord Capital Intelligence.
My company was born out of a deep passion for helping individuals and businesses achieve their financial goals with clarity and confidence.

After years of working alongside some of the world’s leading financial institutions—companies like Baillie Gifford, abrdn, Janus Henderson, Morningstar, JP Morgan, HSBC, Abu Dhabi Investment Council, ADIA, Emirates NBD, Evelyn Partners, Amundi, Wells Fargo, Kuwait Investment Authority—I saw firsthand the transformative power of well-crafted financial strategies. However, I also recognised a gap: many clients were underserved, often receiving generic advice that didn’t fully align with their unique needs and aspirations.

 

Driven by a desire to change this, I set out to create a company that prioritises personalised, sustainable financial solutions. My team and I wanted to build a company where every client feels understood, and where their financial journey is supported by expertise, dedication, and a genuine commitment to their success. Our decade-long experience in global markets and advanced investment strategies equipped us to offer more than just advice; we offer a partnership rooted in trust and a shared vision for the future.

 

Concord Capital Intelligence was founded to bridge the gap between cookie-cutter financial services and the tailored, insightful guidance we knew clients deserved. Today, we are proud to help our clients navigate the complexities of the financial world with strategies that drive growth, foster sustainability, and provide lasting peace of mind. Our story is one of commitment, expertise, and a relentless pursuit of excellence—all to ensure that your financial future is as bright and secure as it can be.

Why we are different

Portfolio Building & Optimisation

Construct a portfolio aligned with your investment goals. Optimise it using the efficient frontier, tailored to your risk tolerance, to maximise returns.

 

Bespoke "What If" Analysis and Backtesting

Analyse your portfolio using historical performance data and simulate customised economic shocks that could impact your portfolio’s returns.

 

Consolidated Portfolio Reporting

Receive ad-hoc reports on your portfolio, including detailed analysis of asset and sector exposure, performance, correlation, stock overlap, and more.

 

Implementation of ESG and Impact Investing

Integrate Environmental, Social, and Governance (ESG) factors and impact investing strategies into your portfolio.

 

Strategic (SAA) and Tactical Asset Allocation (TAA)

Adjust your portfolio through strategic asset allocation (SAA) and tactical asset allocation (TAA). Review pre- and post-rebalancing performance with our ad-hoc reports.

 

Competitor and Peer Group Analysis

Access customised reports and scorecards featuring specific data points tailored to your needs for comprehensive competitor and peer group analysis.

 

Investor Sentiment & Behavioural Analysis

Utilise fund flow data and behavioural analysis to gauge market trends and investor sentiment.

 

Portfolio Attribution

Analyse the sources of your portfolio’s performance, determining whether results stem from manager selection or chance.

“Life is waiting. We always wait: for tomorrow to come; for the vacation to begin; for the bus to arrive; for dinner to be cooked; and many other things. Our success depends on what we do between the waiting.”

Petar Draganov

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