Portfolio

management

This overview lists financial service providers who are authorised to offer asset management services in addition to CFD/FX trading. The associated fact requiring a licence is referred to as financial portfolio management. Services such as social trading (incl. copy/mirror trading) or managed accounts (MAM, PAMM) are covered by the regulation accordingly.
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Suppose you are not looking for a marketplace for trading strategies or a social, copy or mirror trading offer but are much more interested in managed accounts or managed strategies. In that case, this compilation could be an important help for you in finding a suitable partner for your project or concern.

If you are developing trading strategies and do not have the necessary experience to know what to look out for, please do not hesitate to contact us. We have years of experience in asset management and can therefore contribute our expertise directly. We can also help you choose the right financial services provider for your needs. Through our comprehensive screening of the entire industry, we know the strengths and weaknesses of the companies. 

Rank SYMBOL CBR - Indicator Class Register Legal ID Location Internet License DDH
1 SHMK 50% C3 REG LEI PLUS WEB 750K+ SNAP

Sheer Markets

Sheer Markets is a brand of Sheer Markets (Cyprus) Limited (LEI: 984500SCD944FFBCB421), a financial services provider based in Cyprus. The company was founded 2019 (HE 404686) and has been offering services in the financial sector since 2020 (395/20). In addition to trading CFDs and FX, Sheer Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Sheer Markets is supervised by the CySEC (ESMA-ID: AE42139). The company's registered office is in Limassol. The company is listed with the German financial supervisory authority BaFin under the registration number 160109. The Sheer Markets (Cyprus) Limited has an EU passport and is allowed to operate across borders.

Tags: C3 750K+ Principal (MM, Deal)

Trading Platforms

Sheer Markets is a brand of Sheer Markets (Cyprus) Limited (LEI: 984500SCD944FFBCB421), a financial services provider based in Cyprus. The company was founded 2019 (HE 404686) and has been offering services in the financial sector since 2020 (395/20). In addition to trading CFDs and FX, Sheer Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Sheer Markets is supervised by the CySEC (ESMA-ID: AE42139). The company's registered office is in Limassol. The company is listed with the German financial supervisory authority BaFin under the registration number 160109. The Sheer Markets (Cyprus) Limited has an EU passport and is allowed to operate across borders.

Tags: C3 750K+ Principal (MM, Deal)

Sheer Markets

Sheer Markets is a brand of Sheer Markets (Cyprus) Limited (LEI: 984500SCD944FFBCB421), a financial services provider based in Cyprus. The company was founded 2019 (HE 404686) and has been offering services in the financial sector since 2020 (395/20). In addition to trading CFDs and FX, Sheer Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Sheer Markets is supervised by the CySEC (ESMA-ID: AE42139). The company's registered office is in Limassol. The company is listed with the German financial supervisory authority BaFin under the registration number 160109. The Sheer Markets (Cyprus) Limited has an EU passport and is allowed to operate across borders.

Tags: C3 750K+ Principal (MM, Deal)

Trading Platforms

Sheer Markets is a brand of Sheer Markets (Cyprus) Limited (LEI: 984500SCD944FFBCB421), a financial services provider based in Cyprus. The company was founded 2019 (HE 404686) and has been offering services in the financial sector since 2020 (395/20). In addition to trading CFDs and FX, Sheer Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Sheer Markets is supervised by the CySEC (ESMA-ID: AE42139). The company's registered office is in Limassol. The company is listed with the German financial supervisory authority BaFin under the registration number 160109. The Sheer Markets (Cyprus) Limited has an EU passport and is allowed to operate across borders.

Tags: C3 750K+ Principal (MM, Deal)

CY0208CY1920SHMK
Rank 1
SYMBOL SHMK
CBR - Indicator 50%
Class C3
License 750K+
Register REG
Legal ID LEI
Location PLUS
Internet WEB
NCA ESMA PIII EQSS FFSA
Rank SYMBOL CBR - Indicator Class Register Legal ID Location Internet License Brand DDH
2 XSMS 50,00% C3 REG LEI PLUS WEB 125K+ SNAP

X Spot Markets

X Spot Markets is a brand of XSPOT WEALTH (EU) LTD (LEI: 549300FHIIHBXJ2PGX17), a financial services provider based in Cyprus. The company was founded 2013 (HE 320496) and has been offering services in the financial sector since 2014 (235/14). In addition to trading CFDs and FX, X Spot Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

X Spot Markets is supervised by the CySEC (ESMA-ID: AE31425). The company's registered office is in Limassol . The company is listed with the German financial supervisory authority BaFin under the registration number 141183. The XSPOT WEALTH (EU) LTD has an EU passport and is allowed to operate across borders.

Tags: C3 125K+ Matched Principal (STP, B-to-B, MATCH)

X Spot Markets is a brand of XSPOT WEALTH (EU) LTD (LEI: 549300FHIIHBXJ2PGX17), a financial services provider based in Cyprus. The company was founded 2013 (HE 320496) and has been offering services in the financial sector since 2014 (235/14). In addition to trading CFDs and FX, X Spot Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

X Spot Markets is supervised by the CySEC (ESMA-ID: AE31425). The company's registered office is in Limassol . The company is listed with the German financial supervisory authority BaFin under the registration number 141183. The XSPOT WEALTH (EU) LTD has an EU passport and is allowed to operate across borders.

Tags: C3 125K+ Matched Principal (STP, B-to-B, MATCH)

X Spot Markets

X Spot Markets is a brand of XSPOT WEALTH (EU) LTD (LEI: 549300FHIIHBXJ2PGX17), a financial services provider based in Cyprus. The company was founded 2013 (HE 320496) and has been offering services in the financial sector since 2014 (235/14). In addition to trading CFDs and FX, X Spot Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

X Spot Markets is supervised by the CySEC (ESMA-ID: AE31425). The company's registered office is in Limassol . The company is listed with the German financial supervisory authority BaFin under the registration number 141183. The XSPOT WEALTH (EU) LTD has an EU passport and is allowed to operate across borders.

Tags: C3 125K+ Matched Principal (STP, B-to-B, MATCH)

X Spot Markets is a brand of XSPOT WEALTH (EU) LTD (LEI: 549300FHIIHBXJ2PGX17), a financial services provider based in Cyprus. The company was founded 2013 (HE 320496) and has been offering services in the financial sector since 2014 (235/14). In addition to trading CFDs and FX, X Spot Markets is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

X Spot Markets is supervised by the CySEC (ESMA-ID: AE31425). The company's registered office is in Limassol . The company is listed with the German financial supervisory authority BaFin under the registration number 141183. The XSPOT WEALTH (EU) LTD has an EU passport and is allowed to operate across borders.

Tags: C3 125K+ Matched Principal (STP, B-to-B, MATCH)

CY0211CY1314XSMS
Rank 2
SYMBOL XSMS
CBR - Indicator 50,00%
Class C3
License 125K+
Register REG
Legal ID LEI
Location PLUS
Internet WEB
NCA ESMA PIII EQSS FFSA
Rank SYMBOL CBR - Indicator Class Register Legal ID Location Internet License Brand DDH
3 BMFX 52% C2 REG LEI PLUS WEB 750K+ SNAP

BenchMarkFX

BenchMarkFX is a brand of BenchMark Finance JSCo (LEI: 529900E7ED2Z8WLU4F66), a financial services provider based in Bulgaria. The company was founded 2003 () and has been offering services in the financial sector since 2004 (). In addition to trading CFDs and FX, BenchMarkFX is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

BenchMarkFX is supervised by the FSC (ESMA-ID: AE33361). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 137382. The BenchMark Finance JSCo has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Trading Platforms

BenchMarkFX is a brand of BenchMark Finance JSCo (LEI: 529900E7ED2Z8WLU4F66), a financial services provider based in Bulgaria. The company was founded 2003 () and has been offering services in the financial sector since 2004 (). In addition to trading CFDs and FX, BenchMarkFX is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

BenchMarkFX is supervised by the FSC (ESMA-ID: AE33361). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 137382. The BenchMark Finance JSCo has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

BenchMarkFX

BenchMarkFX is a brand of BenchMark Finance JSCo (LEI: 529900E7ED2Z8WLU4F66), a financial services provider based in Bulgaria. The company was founded 2003 () and has been offering services in the financial sector since 2004 (). In addition to trading CFDs and FX, BenchMarkFX is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

BenchMarkFX is supervised by the FSC (ESMA-ID: AE33361). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 137382. The BenchMark Finance JSCo has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Trading Platforms

BenchMarkFX is a brand of BenchMark Finance JSCo (LEI: 529900E7ED2Z8WLU4F66), a financial services provider based in Bulgaria. The company was founded 2003 () and has been offering services in the financial sector since 2004 (). In addition to trading CFDs and FX, BenchMarkFX is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

BenchMarkFX is supervised by the FSC (ESMA-ID: AE33361). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 137382. The BenchMark Finance JSCo has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

BG0365BG0304BMFX
Rank 3
SYMBOL BMFX
CBR - Indicator 52%
Class C2
License 750K+
Register REG
Legal ID LEI
Location PLUS
Internet WEB
NCA ESMA PIII EQSS FFSA
Rank SYMBOL CBR - Indicator Class Register Legal ID Location Internet License Brand DDH
4 DWX2 60% C2 REG LEI PLUS WEB 750K+ SNAP

Darwinex (EU)

Darwinex (EU) is a brand of Sapiens Markets EU Sociedad de Valores SA (LEI: 894500IEUUJV5M18CT58), a financial services provider based in Spain. The company was founded 2022 (A10537348) and has been offering services in the financial sector since 2022 (311). In addition to trading CFDs and FX, Darwinex (EU) is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Darwinex (EU) is supervised by the CNMV (ESMA-ID: AE44509). The company's registered office is in Madrid. The company is listed with the German financial supervisory authority BaFin under the registration number 128185. The Sapiens Markets EU Sociedad de Valores SA has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Darwinex (EU) is a brand of Sapiens Markets EU Sociedad de Valores SA (LEI: 894500IEUUJV5M18CT58), a financial services provider based in Spain. The company was founded 2022 (A10537348) and has been offering services in the financial sector since 2022 (311). In addition to trading CFDs and FX, Darwinex (EU) is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Darwinex (EU) is supervised by the CNMV (ESMA-ID: AE44509). The company's registered office is in Madrid. The company is listed with the German financial supervisory authority BaFin under the registration number 128185. The Sapiens Markets EU Sociedad de Valores SA has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Darwinex (EU)

Darwinex (EU) is a brand of Sapiens Markets EU Sociedad de Valores SA (LEI: 894500IEUUJV5M18CT58), a financial services provider based in Spain. The company was founded 2022 (A10537348) and has been offering services in the financial sector since 2022 (311). In addition to trading CFDs and FX, Darwinex (EU) is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Darwinex (EU) is supervised by the CNMV (ESMA-ID: AE44509). The company's registered office is in Madrid. The company is listed with the German financial supervisory authority BaFin under the registration number 128185. The Sapiens Markets EU Sociedad de Valores SA has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Darwinex (EU) is a brand of Sapiens Markets EU Sociedad de Valores SA (LEI: 894500IEUUJV5M18CT58), a financial services provider based in Spain. The company was founded 2022 (A10537348) and has been offering services in the financial sector since 2022 (311). In addition to trading CFDs and FX, Darwinex (EU) is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Darwinex (EU) is supervised by the CNMV (ESMA-ID: AE44509). The company's registered office is in Madrid. The company is listed with the German financial supervisory authority BaFin under the registration number 128185. The Sapiens Markets EU Sociedad de Valores SA has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

ES0337GB2222DWX2
Rank 4
SYMBOL DWX2
CBR - Indicator 60%
Class C2
License 750K+
Register REG
Legal ID LEI
Location PLUS
Internet WEB
NCA ESMA PIII EQSS FFSA
Rank SYMBOL CBR - Indicator Class Register Legal ID Location Internet License Brand DDH
5 DLTA 60% C2 REG LEI PLUS WEB 750K+ SNAP

Deltastock

Deltastock is a brand of Deltastock AD (LEI: 213800Z9KFBIC4EEGW98), a financial services provider based in Bulgaria. The company was founded 1991 (128042807) and has been offering services in the financial sector since 1998 (RG-03-146). In addition to trading CFDs and FX, Deltastock is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Deltastock is supervised by the FSC (ESMA-ID: AE33367). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 122477. The Deltastock AD has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Trading Platforms

Deltastock is a brand of Deltastock AD (LEI: 213800Z9KFBIC4EEGW98), a financial services provider based in Bulgaria. The company was founded 1991 (128042807) and has been offering services in the financial sector since 1998 (RG-03-146). In addition to trading CFDs and FX, Deltastock is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Deltastock is supervised by the FSC (ESMA-ID: AE33367). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 122477. The Deltastock AD has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Deltastock

Deltastock is a brand of Deltastock AD (LEI: 213800Z9KFBIC4EEGW98), a financial services provider based in Bulgaria. The company was founded 1991 (128042807) and has been offering services in the financial sector since 1998 (RG-03-146). In addition to trading CFDs and FX, Deltastock is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Deltastock is supervised by the FSC (ESMA-ID: AE33367). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 122477. The Deltastock AD has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

Trading Platforms

Deltastock is a brand of Deltastock AD (LEI: 213800Z9KFBIC4EEGW98), a financial services provider based in Bulgaria. The company was founded 1991 (128042807) and has been offering services in the financial sector since 1998 (RG-03-146). In addition to trading CFDs and FX, Deltastock is authorised to offer asset management, a service often found in connection with managed accounts, particularly in social (copy/mirror) trading.

Deltastock is supervised by the FSC (ESMA-ID: AE33367). The company's registered office is in Sofia. The company is listed with the German financial supervisory authority BaFin under the registration number 122477. The Deltastock AD has an EU passport and is allowed to operate across borders.

Tags: C2 750K+ Principal (MM, Deal)

BG0367BG9898DLTA
Rank 5
SYMBOL DLTA
CBR - Indicator 60%
Class C2
License 750K+
Register REG
Legal ID LEI
Location PLUS
Internet WEB
NCA ESMA PIII EQSS FFSA
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