The Firm
Hellenic Asset Management is an Alternative Investment Fund Management firm [AIFM], regulated by the Hellenic Capital Market Commission.
Our core team comprises of finance professionals with investment expertise and management experience acquired in senior positions in international financial institutions, such as UBS, Bank of America, Deutsche Bank, JPMorgan, Eurobank, Marfin and Piraeus Bank.
Our founding partners have worked together for several years, having, amongst other things, established and run Hellenic Securities, the largest and one of the most successful equity brokerage firms in Greece. The entire team has a business philosophy reflecting the core values of the Partners:
- Independence & Transparency
- Excellent Client Service & Experience
- Entrepreneurship & Operational Excellence
- Discretion & Confidentiality
- Alignment of interests with clients
Vision
Hellenic Asset Management aims to provide a comprehensive total wealth management service for wealthy individuals and families. We aspire to be the most attractive wealth management proposition, offering our clients peace of mind and a new experience in managing their assets. To achieve this, we place great emphasis on risk management and downside protection by mitigating unwanted exposures.
Mission
Our main goal is to make your wealth management experience simpler and ultimately more gratifying. To achieve this, we collaborate with you with the utmost discretion and confidentiality to understand your particular circumstances regarding your family, your future and your wider ambitions and aspirations. Through this process, we become your trusted adviser in matters that may go beyond just investing in liquid assets; we seek to consider wealth management in its widest sense.
You decide your desired level of involvement with your finances, whereas we apply an investment strategy that is best suited to your profile. We then add the operational platform designed to assist you in achieving your goals. Moreover, we heavily invest in technology to enhance client service and augment client experience. We strive in finding bespoke solutions to the issues that concern you and assist you in making informed decisions by offering transparency and know-how. We focus on results in an agile and versatile manner.
Our goal in practice becomes the achievement of your goals.
Offering
We act as your independent asset manager. We co-operate with reputable custodian banks to ensure you get the best possible deal in terms of service, deal execution and fees charged. Furthermore, we work for – and are solely compensated by – you; yours are the only interests we serve. Our only fee is the one agreed with you from the beginning, with zero additional retrocessions or “hidden” fees. In this way, we work directly with you on a conflict-free basis and our interests are fully aligned with yours.
Through our “Open Architecture” platform, we offer access to all major international markets. Starting with a wide range of investments products, we filter them down to select those best suited to your investment profile. Moreover, we have developed the technology to enable us to perform holistic analysis on your consolidated portfolio comprising of your positions across all Custodians, and to calculate market risks and volatility, as well as to conduct portfolio stress-testing under various scenaria.
Hellenic Asset Management is authorized within the framework established by L.4209/2013 to act as Investment Manager of Alternative Investment Funds (AIFs). In this capacity, it has founded the Ivy family of Alternative Funds in Cyprus and acts as its sole Investment Manager. The Ivy family consists of Alternative Sub-Funds with varying investment strategies.
The first Fund will invest in the Greek capital markets, with full flexibility and without investment restrictions. Being fully aligned with our investors, our objective is not to outperform a specific benchmark, but rather to deliver absolute returns in all market conditions.
Understanding the challenges of international capital markets and the complex needs of a modern Family, we have developed the unique Hellenic FOS® service, providing discreet and confidential personalized services of high added value.
Our aim is to substantially contribute to the efficiency of the Client’s wealth planning. In this way, we help the Client to optimize the expenses and fees charged by Banks and obtain a consolidated view of their assets.
We also provide specific strategic services and solutions for asset management and can effectively coordinate any external consultants or advisors.
Hellenic Asset Management is authorized and regulated by the Hellenic Capital Market Commission (License Number 29/768/27.10.2016).