Wealth Services
Specialized managers use their knowledge and experience to design the wealth management strategy that suits you
Advisory
Benefit from the in-depth knowledge and knowhow of our asset managers – making decisions based on our investment ideas and making your own investment decisions.
If you wish to play an active role in managing your investments by receiving investment advice and ideas on a regular basis, Advisory is made for you. We use state-of-the-art technology to constantly screen your portfolio against selected and customizable quality checks, identify issues and provide concrete remediation recommendations and investment opportunities.
Discretionary portfolios
Entrust the day-to-day management of your investments to a team of experts.
Our asset managers manage your assets in line with your investment risk profile to create the portfolio that suits your preferences. Our team monitors your portfolio daily, evaluates market developments, and adjusts it accordingly to ensure it remains within your risk profile and goals. Performance is compared to related benchmarks. You can also design personalized mandates and chose your own benchmark.
Multi Family Office
We support the wealth management of families with significant and diverse assets.
A family office, due to its complex nature, has high set-up and operating costs. This is why the need for multi-family offices (MFOs) arose, offering family office services at a lower cost. The service is provided independently to each client, who may have their own legal structure, investment strategy, and custodian. Piraeus assumes the role of external Chief Investment officer, coordinating all advisors and managers, aiming for the overall and long-term benefit of the client, and acts as their trusted advisor.
Trading/Execution
Our Execution services provide you with dedicated experienced staff who will facilitate your access to global stock, foreign exchange and other markets. We take care of all the administrative aspects, including order execution and brokerage.
Read more Custody
We offer custody services in Greece through Piraeus, as well as in other jurisdictions such as Switzerland, Luxembourg, etc., via 3rd party top rated financial institutions.
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