Successful track record
Iolcus was founded by the major shareholders of P&K Securities, the firm that rose to become the largest independent investment services firm in the Greek market from 2003 to 2007. P&K Group was acquired by the National Bank of Greece in 2007.
Tax optimization
We account for all the possibilities offered by Greek tax law and we invest in a way that seeks to minimize the tax burden on our clients’ portfolios’ capital gains and income.
Competitive pricing
Our clients can enjoy the preferential prices that Iolcus Investments have achieved with international banks, brokers and custodians, due to the scale of our cooperation with them.
Absolute alignment with your interests
The management fees on the funds you invest with us and in particular, the success fees, explicitly align the interests of the portfolio manager with those of the client. Iolcus is rewarded on the basis of the assets you entrust us to manage and not on a transaction basis. Therefore, we have no incentive to carry out unnecessary transactions.
Access to tested wealth management talent
Our investment team has extensive experience in investment management. Its members held high-ranking positions at institutional investors (pension funds, insurance companies, hedge and mutual funds) and managed more than 7 billion Euros for them.
This means you get direct access to this talent pool, something impossible for everyone but the largest investors at large international banks.
At Iolcus, we depend on managers' personal responsibility to treat every investment with a holistic view of the portfolio in mind (top-down approach), instead of making choices on the basis of the availability of new issues at any given time (bottom-up approach) or diluting accountability with the use of group decisions and committees.
Do you have questions about your existing investments?
Contact us