Discretionary portfolio management requires consistency, discipline and accountability. We invest in all financial instruments traded in highly liquid markets, where there is no information disadvantage compared to local institutional asset managers. We manage our clients’ assets in an environment of continuous risk monitoring, following procedures that are usually applied only to large institutional portfolios.
Our portfolio management process integrates the identification of opportunities across all asset classes. Our managers’ performance is constantly compared to objective benchmarks that have been agreed with our clients during the financial planning phase.
Iolcus Investment Services & Wealth Management
Investment Advisory
Investment Advisory requires a disciplined advisory methodology / process, based on well planned and agreed risk and return targets.
Fiduciary Management
Fiduciary management is an investment governance solution, by which pension funds delegate their investment function to a specialized investment firm. (the fiduciary manager).
Multi Family Office
All around the world, ultra-wealthy families, are seeking the optimal way to professionally manage their assets. They do so aiming to not only preserve and grow their fortunes, but also to smoothen the transition to the next generation.
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