We Manage our Clients' Wealth with Discipline, Responsibility and Scientific Awareness

Our Pillars

Our mission is to provide the best possible capital management services to both individual and institutional clients. To achieve our goals, we have developed a well-structured and disciplined approach that enables us to navigate Global Financial Markets with Safety and Efficiency. Our basic principles are the following:


By continuously analyzing and monitoring the relevant risk factors for each asset class, we avoid clients’ exposure to unnecessary risks. At the same time, we aim at exploiting booms and upturns of the market, thus ending up with maximum returns per unit of risk.


Our carefully designed investment procedure ensures a methodic decision making process which is free of emotional biases.


The most useful insights of the academic literature on investment analysis have been incorporated in our decision making process via a proprietary platform capable of analyzing “big data” in real time using artificial intelligence.

What we offer


Discretionary Services

Entrusting us with the duty of actively managing your tailor-made portfolio


Advisory Services

Guiding your investment decisions by virtue of our in-depth analysis of current and anticipated economic conditions


Mutual Fund

An easy and affordable way to have your money managed (even small amounts of it) according to AssetWise’s investment approach


Fiduciary Management

Designing and implementing a comprehensive investment strategy, so that to ensure that the institutional assets are managed in an optimal and efficient manner


Family Office Services

Wealth management that ensures that the family wealth is managed in a way consistent with the family’s investment objectives


Custody Options

Custody services adjusted to customer needs