Loading...

The process followed by our firm to decide the appropriate service for our clients consists fo 6 structured steps.

  1. Establishing investment profile
  2. Risk analysis and return
  3. Forming appropriate portfolio suggestion
  4. Cost breakdown of suggested portfolio
  5. Selection of custodian through our partnerships with top foreign institutions.
  6. Continuous monitoring and reallocation of investments depending on market conditions.
Custodian Jurisdiction Best fit for
Interactive Brokers UK Active trading in vanilla products and derivatives
Safra Sarasin Switzerland Low frequency investments, high level of expertise in wealth management and private banking
Efg bank Luxembourg Low frequency investments, flexibility in solutions for the Greek market