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Investment advisory Discretionary management Securities trading  
Advisory: innovative investment ideas
Financial advice on issues such as risk, hedging, leverage, selecting investment managers, third-party providers, custody, setting up of funds, as well as asset allocation and trading ideas depending on clients' financial needs.

Discretionary portfolio management
Planning the portfolio management process
  • Mapping clients' objectives and constraints
  • Formulating an Investment Policy Statement (IPS)

Constructing portfolios
  • Executing the composition of portfolios and tactical adjustments

Feedback
  • Monitoring and consolidated reporting of investments
  • Portfolio allocation rebalancing
  • Performance evaluation
 
Access to research
Providing clients with market and economic research, news, updates on economic and market events.

Access to markets globally: execution, settlement, reporting
  • Stocks: Global markets
  • Bonds: Sovereign, corporate, inflation linked, convertibles
  • Exchange Traded Funds: Across asset classes
  • Mutual Funds
  • Hedge Funds
  • Commodities
  • Exchange-traded Derivatives: Indices, stocks, fixed income, interest rates, commodities, FX
  • Structured Products
  • Foreign Exchange
  • OTC Derivatives
Regulated by the Cyprus Securities and Exchange Commission - License number: 061/05
Risk Warning: Trading in financial instruments may result in losses as well as profits. Past performance is no guarantee of future results. Trading in derivatives (e.g. options, futures, swap contracts) could result to the loss of the whole capital invested. Derivatives are bilateral contracts whose value depends upon the value of an underlying asset or index. Trading in leveraged financial instruments may result in losses greater than the initial invested capital. You should only invest in derivatives or leveraged financial instruments if you posses the necessary knowledge and experience to understand the risks involved, the investment meets your investment objectives and you are financially able to bear the investment risks.  For further information on risks inherent in investing, click here.