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Services
Brokerage
As part of our Service of offering execution, we offer real time and efficient access to the principal capital markets, and provide a global but personalized service.
Trading
- We have adapted our trading hours to coincide with the domestic and international markets that we work with.
- Our sales team has extensive experience in the capital markets.
- Having previously identified the risk profile of our clients.
- We maintain on-going and proactive contact with our client base.
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Asset Management
The Asset Management Group will initially define our clients’ risk profiles and time horizons, in order to create a suitable portfolio taking into account investment expectations.
| Equity Profile |
Risk profile consisting mainly of variably yielding instruments. This option clearly provides greater return, but represents equally higher risk. In times of market uncertainty this profile will be able to take refuge in money market instruments and is not pegged to any predefined level of exposure in shares or benchmarks. |
| Moderate Profile |
Risk profile that aims to combine a balanced portfolio of various classes of assets. The risk of this option is lower than that of the Equity Profile as its greater diversification protects the investment from sudden market movements. The expected return is lower than that of investing exclusively in equities. |
| Conservative Profile |
Risk profile whose main objective is the preservation of capital. The exposure to more volatile assets types is substantially reduced. The chosen asset types will be of reduced risk, comprised of fixed income instruments or other financial products with guaranteed yields. |
| Personalized Profile |
In addition to the three above mentioned profiles of standard risk, we also create customized investment portfolios with various weightings, in order to adapt them to specific client needs and requests. |
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| Risk Level |
Products |
Description |
| Reduced Risk |
Bond Funds
Funds with Fixed Yields
(Hedge) |
- Investment in Treasury and Corporate Bonds with high credit ratings, seeking to achieve better than average money market returns.
- Investment in Hedge Funds that seek positive absolute returns, independent of market trends or the performance of pre-determined benchmarks.
- Selection of funds managed by major international investment banks, chosen to have the best track records, featuring funds from Deutsche Bank and Schroders.
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| Equity Risk |
Fundamental Component
Technical Component |
- Investment in shares that provide potentially superior returns in the medium and long term (6 to 18 months), diversified in various markets sectors.
- Possible hedging of currency, in non-Euro denominated assets.
- Rigorous management of risk, gradually building positions and adding stop losses and price targets.
- Maximum 10% exposure to any one company.
- Investment in Equities and ETF’s (Exchange Traded Funds), seeking to take advantage of sector rotation, in the short and medium term.
- In accordance with market conditions, possible simultaneous use of long and short positions.
- Use of fundamental analysis when choosing investments instruments and use of technical analysis in the timing of buys and sells.
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