CONSULTING SERVICES

You have all kinds of financial needs.
We have all kind of solutions.

As a “Wealth” client, you remain the decision maker, by taking full advantage of our experience and expertise in the field.

But why is an investment advisor more valuable than ever? Nowadays, a successful investment strategy has become more complex and demands a more versatile approach.

You set the goals, in other words the desired performance, investment time horizon and level of risk or safety, and our investment advisor creates the strategy which fits best to your needs.

This strategy shall include both less and more complex international investment products providing a full range of investment risk and providing cooperation with different depositaries in Greece and abroad. Thus, both an excellent knowledge of international markets and an agile approach towards potential investment risks and opportunities arising are required.

We value our people as our most precious asset. We target specialists whose expertise, independent views, experience, disciplined investment processes and ethical stance towards the interests of the Client and the Company.