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