An investment strategy with a global view
The Eurobank Private Banking investment strategy is formulated by the Eurobank Investment Strategy team.
The team acts independently from Group Private Banking, systematically monitoring global markets and macroeconomic developments at Group level.
By working closely with top-tier research and analysis firms, along with the Eurobank Group’s international strategic partners, it follows a holistic approach to investment strategy. This way, it offers a comprehensive and multidimensional view of global investment trends, further enhancing the quality and consistency of investment decisions.
The team is responsible for designing and continuously monitoring the investment strategy, implementing it to build model portfolios. Based on ongoing market and macroeconomic data analysis, it ensures consistency, discipline and long-term credibility in investment decisions.
Access to leading international investment expertise
Our strategic partnerships with J.P. Morgan Asset Management and Eurizon Asset Management strengthen our commitment to respond to your rapidly developing needs, creating new investment opportunities and adding significant value to our evolving investment strategy.
A deep understanding of international markets combined with the expert know-how of our strategic partners bring added value to our investment approach.
J.P. Morgan Asset Management
J.P. Morgan Asset Management is a top international financial services organisation, with presence in more than 100 international markets, and millions of customers, investments and communities all over the world.
Its international nature, technical edge and extensive investment expertise play a great part in enhancing our investment capacity and our ability to provide solutions of the highest quality to our Private Banking clients.
Eurizon Asset Management
Eurizon Asset Management is a fully owned subsidiary of the powerful Intesa SanPaolo financial group. It holds a leading position in Italy in terms of assets under management and has a strong international presence.
Its deep understanding of local and international markets, as well as its focus on modern, innovative investment products further strengthen the network of investment opportunities we offer our Private Banking clients.
A holistic investment approach by dedicated teams
Our investment expertise is enhanced by our dedicated teams, each with vast knowledge of the corresponding investment category:
- Markets: Bonds, FX, Structured Notes.
- Eurobank Equities: Greek and international shares and derivatives.
- Eurobank Asset Management MFMC: Mutual Funds, Fund of Funds.
Each team plays its part with its own analysis, experience and expertise, to form a well-rounded and well-documented investment opinion.
Group Private Banking Investment Committee
The Group Private Banking Investment Committee meets monthly and is the main pillar of the Eurobank Group Private Banking investment philosophy and direction.
It comprises dedicated executives of the Eurobank Group who analyse and evaluate international markets and make decisions on asset allocation.
The committee decisions are recorded in periodic investment announcements made available to Private Banking clients.
Ongoing communication and insight sharing
There is ongoing cooperation between our teams and our international partners:
- Daily exchange of information on current events.
- Weekly conference calls.
- Monthly meetings.
With the combined strengths of our dedicated teams and international partners we offer a more comprehensive, flexible and reliable investment experience to our Private Banking clients.
Expand your investment prospects
Discuss your investment options with your Private Banker and take advantage of opportunities worldwide:
- +302109555141
If you want to enter the Eurobank Group Private Banking world, fill in the contact form and we will get back to you to discuss your investment goals and the options available to you:
Become a Private Banking client
The information we provide you about the Private Banking services is general and non-binding.
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