Our investment advisory services are based on the same principles as our discretionary portfolio management ones. Investment advisory requires a disciplined financial planning, in other words, focus on each client’s return target, risk tolerance and investment horizon. The main difference, compared to the portfolio management service, is that client’s consent is required on each individual investment decision.
Investment advisory is more suitable for investors who have the skills, the time and the relevant experience to evaluate the impact of any new investment proposal, while at the same time are able to reject individual investment proposals. Every time an investment proposal increases or decreases the portfolio’s overall exposure to risk, the total portfolio’s risk is reassessed.
Iolcus Investment Services & Wealth Management
Discretionary Portfolio Management
Discretionary portfolio management requires consistency, discipline and accountability. We design our investment proposal, based on your financial needs and expectations, on the return target, on the level of your risk tolerance and on a tax optimization plan for your assets.
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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