Discretionary management
Diversified portfolios built for different investor profiles, including specialised asset classes.
Two disciplines. One house.
Online and traditional brokerage, IPOs and M&As, bottom-up research on mid and small caps, custody and execution.
Discretionary and advisory portfolios, multi-family office and pension fund management. Since 2006.
Advisory, asset management and trade execution in domestic and most international markets, for affluent and high-net-worth investors, traders and institutions.
Advisory since 1990. Athens Stock Exchange broker since 1995.
Asset Management Licence from the Greek capital markets authority since 2006.
“Efficient diversification is the last free lunch.”
Asset management · Since 2006
Discretionary and advisory portfolios for private, corporate and institutional clients, built on disciplined asset allocation.
Clear vision.Disciplined growth.Lasting value.
Approach
Strategic allocation sets the long-term course. Tactical allocation lets us move on specific short-term opportunities, without losing sight of it.
Long-term allocation across local and foreign equities, bonds, cash and commodities.
Short-term shifts to capture specific opportunities as markets move.
What shapes every portfolio
Services
Diversified portfolios built for different investor profiles, including specialised asset classes.
Investment advice for private, corporate and institutional clients across Greek, European and US equities and corporate bonds.
Asset and portfolio management plus advice on complex legal and tax matters, for total liquid and illiquid assets above €5 million.
Asset management and investment support for pension funds.
“Time in the market beats market timing.”
Our investment philosophy
Stewardship
Three decades in the capital markets. Advisory since 1990, Athens Stock Exchange broker since 1995, asset management licence since 2006.
Heritage
Markets · Athens Stock Exchange broker since 1995
Brokerage, research, corporate finance and custody for affluent and high-net-worth investors, traders, and local and international institutions.
“Efficient diversificationis the last free lunch.”
Services
Trade online or through your broker, in Greek and international markets.
IPOs, underwriting, valuations and M&As.
Bottom-up research on mid and small caps, plus top-down strategy.
Cash management and custody of around €1bn in client assets.
Brokerage
We make markets in more than twenty-five Greek companies and do not engage in proprietary trading, so we can focus on best execution of client orders.
A specific broker or investment advisor builds a tailored approach with you: asset allocation advice, portfolio construction, macro and company analysis, and monitoring of open positions.
Trade Greek equities and derivatives, and equities in all major international markets, with full account access and daily portfolio monitoring.
Corporate Finance
“A market participant should consistently act as an investor, not as a speculator.”
“Fundamentals and analysis eventually win!”
Our equity research team covers mid and small cap equities and bonds listed on the Athens Stock Exchange, many of which get little market coverage.
Read the Beta WeekenderWhy BetaSecurities
Personal contacts for local investors, and access to financial products and markets worldwide.
Of successful presence in the capital markets.
With expertise in international markets.
Transparency and a strong code of ethics in giving priority to the client.
/ Brokerage
Brokerage
Online trading and a traditional broker service, for affluent and high-net-worth investors and traders.
How you trade
Transmit your orders by phone to your broker, or trade yourself on our online trading platform.
You work with a specific broker or investment advisor, who builds a tailored approach around your objectives and risk tolerance, and discusses new ideas with you.
Talk to a brokerTrade Greek equities and derivatives, and equities in all major international markets, with full account access and daily portfolio monitoring.
Start tradingWith your broker
Markets
The Athens Stock Exchange and the Greek derivatives market.
Equities in all the major international markets.
Greek, sovereign and corporate Eurobonds, actively traded by our team.
Our traders focus on Greek, sovereign and corporate Eurobonds, and aim for strong execution prices even when liquidity is limited.
Including large-cap index members, to improve liquidity. The Athens Stock Exchange has consistently given our market making its highest rating.
We do not engage in proprietary trading, so we can focus on best execution of client orders.
More from BetaSecurities
IPOs, underwriting, valuations and M&As.
Bottom-up research on mid and small caps, plus top-down strategy.
Cash management and custody of around €1bn in client assets.