Advisory portfolio services
Make the most of professional guidance that fits your investment profile and maintain control over your investment decisions.
Have the final say
Supporting any investment decision with experience and knowledge
Take advantage of the expertise of our dedicated associates, with advisory services for your portfolio as a whole or for specific transactions.
Your Private Banker monitors your portfolio consistently. In communication with the team’s Portfolio Counsellor and Product Specialist, they propose suitable investment products in Greece and abroad, based on your investment profile. The final decision lies with you.
This way, you benefit from professional guidance while still keeping a hands-on role in formulating your investment strategy and choosing your investment products.
A broad range of investment solutions to choose from
We expand your ability to diversify and enhance your portfolio strategy, giving you access to a choice of investment products in Greece and international markets. Based on your investment profile, you can choose:
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- Short-term investments (term deposits, REPOS, treasury bills)
- Foreign Exchange Products (spot and forward FX transactions, FX risk hedging)
- Bonds (government, corporate, primary and secondary market)
- Equities (Greece and abroad)
- Derivatives (index and stock futures, stock repo, stock reverse repo)
- Mutual funds, SICAV, ETF, alternative investments (managed by international financial institutions)
- Short-term investments (term deposits, REPOS, treasury bills)
Explore other options
Find other products or services that may interest you.
