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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Wealth Management Team

The company's Portfolio Management team is as follows:

Ioannis Markakis, General Director of Wealth Management
MSc Financial Management, Certified Manager by the Hellenic Capital Market Commission, Certified ‘A’ Derivatives Market Maker by the Hellenic Capital Market Commission, 20 years experience in Analysis and Management of Investment Portfolios.

Ioannis Neokosmidis Ph.D, Director of Investment Advice & Portfolio Management, MSc in International Economics and Finance, Certified Manager by the Hellenic Capital Market Commission


Vasilis Lazopoulos, Head of Customer Service. BA in Economic and Political Sciences, HELEX certified for Vocational Training on Mutual Funds.


Georgios Sevdalis, Head of Back Office. Bachelor in Business Administration (Athens University of Economics and Business), Certified in Clearing and Settlement in Derivatives from the HCMC, Certified insurance broker A&D from Bank of Greece. 30 Years of experience in the Financial Industry

Polydoros Poulios, Investment Advisor. MSc in Business Finance (Brunel University, UK), Certified Investment Advisor by HCMC, Certified Market Maker in Derivatives by ASE. 20 years of experience in the Financial Industry.

Stella Politi, Senior Officer. Bachelor in Accounting and Finance (Piraeus University of Applied Sciences). 2 years of experience in the Financial Industry.

Katerina Pappa, Secretarial Support. BSc in Business Administration, Athens University of Economics and Business, Certified Investment Consultant (B) by the Hellenic Capital Market Commission, Insurance Mediation and Mutual Funds Sales Representatives Certificate by the Bank of Greece.

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