Professional management tailored to your profile
We assign the Discretionary Asset Management of your portfolio to Eurobank Asset Management MFMC. Its expert asset managers design, select and adjust the structure and diversification of your portfolio based on your investment profile:
- Investment goals
- Investment horizon
- Desired risk/reward ratio
Eurobank Asset Management MFMC is a wholly owned subsidiary of Eurobank Group. It is the top company in asset management in Greece with expertise in institutional portfolio management. This ranking is based on the total assets of the UCITS and institutional portfolios it manages, according to figures from the Hellenic Fund and Asset Management Association as of 31 December 2019.
Geographical investment orientation
You can invest in Greece and in international markets through any combination of cash and traded securities, always in compliance with the provisions of the Greek legislation in force. The discretionary management of your portfolio takes place in 2 levels, depending on the geographical orientation:
Greece & The Region: Regional portfolios investing in Greece, emerging Europe, North Africa and the Middle East. The active management of your portfolio is performed with the selection of specific securities.
Global (€) and Global ($): International portfolios investing in international markets. The active management of your portfolio is performed with the selection of UCITS by third-party investment companies and ETFs.
Transparency and direct access
With Discretionary Asset Management, the management of your portfolio is fully transparent. You are updated on the structure, return and executed trades of your portfolio. You may contact the asset managers at Eurobank Asset Management MFMC at any time.
We update you on the progress of your investments and on any changes in your portfolio on a monthly, quarterly or ad hoc basis.
To liquidate your investments, you may simply give an order to your Private Banker.
The Bank does not guarantee the result of your portfolio management.
Discover Discretionary Asset Management
To assign us the discretionary asset management of your portfolio, contact your Private Banker:
The information we provide about Private Banking services is general and non-binding.
Read the disclaimer.