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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Management Instructions

Portfolio management involves the coupling of investment products and consulting services in the framework of investors’ support, in order for them to achieve their personal goals depending on the phase of the financial life cycle they are experiencing at the time.

Through the Portfolio Management Department, the company successfully develops the appropriate infrastructure, having the necessary expertise and qualified managerial staff to provide high level asset management services with consistency, stability and durability.

The two main Management Instructions are:

  • Discretionary Asset Management
  • Advisory Asset Management
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