Based in Athens, our company provides state-of-the-art investment advice and Private Banking services to private clients (HNWI), families (Family Offices Services) and corporate schemes (Corporate Services).

Consisting of a team of investment advisors, we have a business philosophy that reflects the core values ​​of its partners:

  • independence
  • transparency
  • performance
  • entrepreneurship
  • innovation
  • excellence

We work together with foreign and domestic custodian banks:

Advantages of our Service

1.100% Transparency: Independent and neutral for your personal interest only

Independence from any banking organization perfectly aligning our interests with those of the investor. Most Private Banking and bank wealth managers operate on hidden fees and want or are forced to promote their own products. The company offers its services only with a transparent fee for providing investment advice (management fee) without hidden charges. We choose financial products independently and in the best market conditions. We independently recommend the most suitable custodian banks. For your personal interest only.

2. Access to global markets

Full access to the entire range of money and capital markets products and tools around the world. Planning, structuring, monitoring and restructuring of tailor-made global diversified portfolios (different countries, sectors, currencies, etc.)

3.Cooperation with reliable banks/custodians abroad (External Asset Manager-EAM)

Opportunity of opening a personal account (segregate account) and thus keeping the assets in the Private Banking Department of high credit rating banking organizations in countries with minimal exposure to social-political-economic-monetary risk. Our partners, foreign custodian banks, have a long tradition and a solid base.

4.Full support and personal advisor

You will receive long-term support from a company that offers a range of services that meet the highest standards of quality and ethics.

You will have a special advisor who will coordinate and manage your needs in collaboration with the specialized departments of the Company. Exclusive, experienced group of certified people of high educational level both in terms of communication and investment advice.

5.Core Values

Our core values ​​are at the heart of all our actions:

  • Integrity - We give independent advice, avoiding any conflict of interest. We ensure personal and collective responsibility
  • Excellence – We expect nothing less than the best from our team of professional administrators. Our customer is always a priority
  • Team Spirit - We help others and are supportive of their efforts and ideas. We celebrate success together
  • Fairness - We recognize value and offer constructive criticism. We always show sympathy for colleagues and customers
  • Correct View - We encourage individual growth and are honest about our opinions