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:
Analysis
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.
Discipline
Our carefully designed investment procedure ensures a methodic decision making process which is free of emotional biases.
Innovation
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
Hellenic Capital Market Commission License 1/677/17.3.2014
Get in touch with us:
- Tel: (+30) 211 1057600
- E-mail: info@assetwise.gr
- Fax: (+30) 211 1057660
- Address: 57B, Ethnikis Antistaseos, Chalandri 152 31, Athens, Greece