• Together for exceptional success

Join us on a journey of growth and development

With us, wealth management becomes an expertly planned journey, with experienced and trusted companions.

1 contact point for any request

Get exclusive customer service from your Private Banker. They know you personally, they understand your needs and aspirations, and they provide guidance and advice.

To offer you an incomparable wealth management experience, they are supported by an entire team of:

  • Portfolio Counsellors – As experts with a deep understanding of investments, they offer targeted guidance at portfolio level and identify investment opportunities and solutions tailored to your goals. 
  • Product Specialists – They provide targeted investment solutions through conventional or innovative products, fully tailored to your investment profile and goals.
  • Private Hub Specialist – They support you directly with your day-to-day banking and digital services and process any requests on the spot.

Access to expert knowledge

We combine personalised customer service and guidance with a deep understanding of the market, so that every investment decision is founded on documented analysis and a clear vision. With the latest analyses and effective guidance, we help you make confident moves based on your investment profile, goals and market developments.

We regularly publish reports on the international markets, such as:

  • Navigator and Navigator Update – a quarterly and intermediate publication including an analysis of international markets and investment strategies.
  • Global Markets Minesweeper – A weekly publication with a summary of the most important market developments and a calendar of macroeconomic announcements, events and corporate financial reporting dates.

Awarded services that add value

In 1993, we were the first to introduce Private Banking services and discretionary portfolio management services in Greece, setting new standards for the industry.

Owing to our well-rounded collaborative approach and innovative offering, we have achieved long-standing recognition on an international level:

  • Euromoney Private Banking Awards (2025-2026), Euromoney publishing group – Best Private Bank in Greece and Best for Discretionary Portfolio Management
  • International Investor Awards (2025-2026), International Investor Magazine – Private Bank of the year – Greece
  • Global Private Banking Awards (2018-2023, 2025), Professional Wealth Management and The Banker – Best Private Bank in Greece
The continuous international distinctions for Private Banking are a testament of success, as shaped by our people, their unique and diverse skill sets and the experience they offer our clients on daily.
Andreas Katsogiannos
Private Banking Director

 

Get in touch today

Contact your Private Banker and benefit from our expertise and experience, to continue to progress on your journey.

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