About the company

About the company

Sokrat is a diversified investment group that offers a full package of services and turn-key solutions for a broad range of investors.

The Sokrat Investment Group was founded in 1994. Currently, it is one of the leading independent players and largest operators on Ukraine’s capital market.

The core business lines of Sokrat are investment banking, asset management, private banking, as well as trade in and custody of securities. Sokrat was the first among Ukrainian investment companies to offer the services of direct investment management, trust management, private banking, and the creation of pre-IPO funds.

Sokrat is a partner of the Vienna Stock Exchange, an IPO partner of the Warsaw Stock Exchange, and an exclusive partner of Global M&A in Ukraine. Within the framework of its partnership with the Warsaw Stock Exchange, Sokrat acts as an investment advisor to Ukrainian companies that seek to attract financing through security placements. The essence of the company’s partnership with Global M&A is a joint collaboration in attracting financing on international capital markets, as well as mergers and acquisition deals.

The results from 2007 have placed Sokrat among the top three stock traders in Ukraine, according to PFTS ratings (the Ukrainian stock exchange system). The company occupies a 8.11 percent share of the stock market. The volume of trade transactions carried out by the company on the PFTS exceeds USD 320 mln.

The Sokrat-managed “Premium” line of investment funds is a leader on Ukraine’s market in terms of the volume of profits and assets under its management, according to the Ukrainian Association of Investment Business (UAIB) and Investfunds.

The key investing approach of the group is the effective selection of instruments, objects and turn-key investment strategies in order to ensure the highest profits for its customers with reasonable risk.

Sokrat is one of the few investment companies in Ukraine to offer its customers a clear-cut and detailed market-risk minimization strategy. One of the group’s strategic priorities is the persistent development and improvement of services, based on offers of new investments, opportunities and options to every category of investor.

Sokrat maintains a presence in every major region of the country, having the largest regional network among Ukrainian investment companies.