Online Transactions

The company places great emphasis on its clients’ requirements and needs for accessibility and immediate information. Thus, it enables the real-time monitoring of the market, their personal portfolio, as well as entering of instructions via the electronic platform it has created under the name Z-Trade.

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Investment Process

Asset Allocation is actually the process of selecting investment rates of the assets of a portfolio among different investment categories. In other words, it is the implementation of a long-term investment strategy of an investor’s assets in the main investment categories, which are Cash, Bond Securities, Equities and other Alternative Investments (e.g. Energy, Property, etc.). The investor’s specific characteristics illustrate the final implementation of this strategy. The main parameters taken into account are:

  • Return / Underwriting Risk
  • Investment Horizon
  • Economic Status
  • Exchange Rates
  • Optimal Asset Allocation

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