Custody Options

Custody services adjusted to customer needs

As an independent investment services company we underline the distinct role of custodian services. The importance we attribute to transparency of transactions and the protection of our customers ‘ invested capital is an absolute priority. That is why we attach great importance to the role of the custodian, from which we seek beyond its credibility to provide transparency and ease of information.

In Assetwise each client has his/her own personal investment account and their funds are safekept in a discrete custodian account in his/her organization of choice.

We have entered into agreement with well established groups of providing custodian services, both in Greece and abroad, which ensure strict compliance to the standards and framework that has been established. Working closely with our clients we will jointly tailor the best custody solution in the most appropriate and economically rewarding way.