Senior Portfolio Counselor
Mr. Panos Karouzos is a Senior Portfolio Counselor in AssetWise Capital Management since 2016. Mr. Karouzos started his career in Citibank Plc as Senior Citigold Executive. In 2007 he joined HSBC Bank Plc as Senior Premier Manager in Financial Planning & Wealth Management Department. Mr. Karouzos holds an MA (Econ) in Finance from the University of Manchester U.K, a BSc in Statistics and Insurance Science from the University of Piraeus and a Diploma in Business Administration from Wigan & Leigh College UK. He also holds professional certifications from the Bank of Greece.
Senior Portfolio Counselor
Mr. Konstantinos Velissaris is a Senior Portfolio Counselor in AssetWise Capital Management since 2014. Mr. Velissaris started his career in Citibank Plc as a Citigold Executive. In 2007 he joined the HSBC Bank Plc initially as a Financial Planning Manager and later as a Premier Relationship Manager in Retail Banking & Wealth Management. Mr. Velissaris holds an MBA in International Banking and Finance from the University of Birmingham U.K and a BSc in Economics from the Athens University of Economics and Business (ASOEE). He is certified Portfolio Manager by Bank Of Greece.
Senior Portfolio Counselor
Mr. Vangelis Kokkoris is a Senior Portfolio Counselor in AssetWise Capital Management. He has an extensive track record (over 20 years) in the financial industry and international capital markets, with solid experience and knowledge in Portfolio Management, Derivative Products and Project Management. He has served as head of the Derivatives Department with Axon Securities S.A. as well as with Capital Securities S.A., Derivatives Market Surveillance Supervisor of Hellenic Exchanges SA and Discretionary & Advisory Portfolio Manager at HSBC Securities Greece. During his professional career he led as project manager various projects in the above organizations and companies for which he worked.He holds a Bachelor in Business and Finance from the American College of Greece. He is a Certified Market and Securities Analyst, Certified Portfolio Manager, Certified Derivatives Market Maker/ Trader and Certified Project Manager in Prince2 and Scrum Agile.
Mr Vasilis Vasilopoulos is a Portfolio Counselor at AssetWise Capital Management since 2018. Mr Vasilopoulos has 15 years of experience in portfolio management and investment advisory in the banking industry, starting in 2004 at Citibank as a CitiGold Executive / Financial Consultant and later, in 2008, at Eurobank as a Private Banking Relationship Manager. Mr Vasilopoulos holds an MSc in Finance from UMIST / University of Manchester UK and a BSc in Banking and Financial Management from the University of Piraeus. He is a certified investment advisor from Bank of Greece.
Head of Marketing
Mrs Magda Benaki is the Head of Marketing of AssetWise Capital Management. Mrs Benaki started her carrier in Dorian Bank Private Banking in 1993. She worked in Dorian Bank until 2001 as Head of Private Banking in the bank and then as Head of Sales and Marketing in Dorian Mutual Fund Management Company. Then she worked as Head of Sales and Marketing in Telesis Mutual Fund Management Company. From 2002 she worked in Eurobank Group at the Asset Management department. She stayed in Eurobank until 2007 from where she left as an Assistant Director in Eurobank Asset Management. She joined Amundi Greece in 2007 as Sales & Marketing Manager where she stayed for almost 10 years. Mrs Benaki holds a degree in Economics from Athens University and an MSc in International Banking and Financial Studies from Southampton University – UK.
Head of Operations
Ms. Polytimi Salma is the Head of Operations Department and DPO as well as one of AssetWise's founding members since the incorporation of the company. She has worked in positions of responsibility in management and operations, gaining experience in large organizations. She started her career at Hilton Athens then Sprider S.A at operations department and then switched to the banking sector. In 2007 she joined Eurobank Asset Management S.A . as senior administrator and stayed after the merger with Eurobank M.F.M.C. until 2013. She holds a bachelor degree from the Department of Management and Economics, Section Tourism Management from the Technological Institute of Crete, and an MSc in Economics from the Department of Banking and Financial Management at the University of Piraeus with distinction.
Head of Research
Dr. Panagiotis Samartzis is the Head of Research of AssetWise Capital Management. He holds a PhD in Econometrics from the University of Piraeus, Greece, an MSc in Mathematics & Finance from Imperial College London, UK and a BSc in Mathematics from the University of Athens. He has also served as a research associate at the Discretionary Asset Management unit of Eurobank EFG. He is also a research associate at the department of Banking and Financial Management at University of Piraeus, giving lectures and seminars.
Mr. Vasilis Albanis is working as Compliance Associate in AssetWise Capital Management. He holds the MSc Program ''Finance, Investments and Risk Management'' from the Athens University of Economics and Business and also a B.Sc. in Accounting & Finance from the same University.
Mrs Ioanna Xeraki is a member of AssetWise‘s Middle Office. She has a long experience in Investments and Middle Office departments in Eurobank Group since 2007.In particular, she held the position of Portfolio Manager Assistant in the Investment & Strategy Division of Eurobank Asset Management M.F.M.C..while previously she has worked at the Middle Office of Eurobank Asset Management as responsible for the Institutional Clients and at the Middle Office of Eurobank Asset Management SA.. She studies Business Administration at the Hellenic Open University.
Mr. Christos Nasias is working as an Operations Associate in AssetWise Capital Management. He worked as an accountant in the company Zeakis Financial Mentoring and in various Greek companies like Savvalas Publications. Mr. Nasias holds a B.Sc. in Financial Accounting from the Technological Education Institute of Crete and a professional license of Tax consultant ‘B’ class.
Ms. Christina Peroukidou works in the department of office administration and secretarial support of AssetWise Capital Management. She is experienced in customer service, as she has worked in the customer service department of Beiersdorf Hellas S.A. (NIVEA) and the relevant department of consulting company StratIS - Information Society Strategies and Actions LTD. Ms. Peroukidou holds a B.Sc. in Marketing to the School of Economics and Management of the Alexander Technological Educational Institute of Thessaloniki.