We take on the management of your portfolio, based on the investment profile we have outlined together. Our goal is to maximise your returns to meet your expectations.

Our dedicated and experienced associates who manage GEM portfolios aim at generating, enhancing and maintaining your investments.

This means you benefit from professional management, while also being relieved from the pressure of regular decision-making or daily monitoring of your portfolio.

Expert know-how

Making use of our knowledge and infrastructure, our Wealth Management Investment Committee continuously monitors and shapes your portfolio in line with market developments.

Benchmarks

To compare the risk and returns of the GEM investment portfolios, we monitor specific benchmarks for (in Greek):

Euro
USD

Based on your profile

Along with your Private Banker you determine your investment profile based on your:

Investment goals and horizon
Investment risk appetite
Expectations about capital returns

3 GEM portfolio types

Choose the type of portfolio that the best fit for you:

Conservative – 3% liquidity, 64% bonds, 25% equities, 8% other
Balanced – 3% liquidity, 37% bonds, 50% equities, 10% other
Dynamic – 3% liquidity, 10% bonds, 75% equities, 12% other

Using your portfolio as collateral

Finance your plans with a Lombard loan, without having to liquidate your investments.

Using your GEM portfolio as collateral, you can take out a loan up to €100,000 with repayment at maturity. Choose a term up to 5 years and fixed, floating or mixed interest rate.

Every 1 and 3 months

Get monthly and quarterly reports on your portfolio with updates about:

Asset allocation – Tactical and strategic allocation
Investment decisions – With detailed analysis
Performance – Cumulative returns (before commissions) and benchmark comparison for different periods
Risk elements – Risk assessment in relation to benchmarks