The process followed by our firm to decide the appropriate service for our clients consists fo 6 structured steps.
- Establishing investment profile
- Risk analysis and return
- Forming appropriate portfolio suggestion
- Cost breakdown of suggested portfolio
- Selection of custodian through our partnerships with top foreign institutions.
- 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|