Individual Investors - Exclusive
αlphαtrust began its activity in 1987 with a service provided solely for Portfolio Management of Private Clients. Moreover, was the first company in Greece that received the relevant license.
The Private Asset Management of αlphαtrust specialises in Discretionary Asset Management and provides Advisory & Execution Only services.
αlphαtrust private asset management
Investment Services - Portfolio Management
Our basic principles
Investment discipline
αlphαtrust follows a structured investment process with daily evaluation of market conditions and investment portfolios.
Breadth and expertise
The management team of αlphαtrust conducts its own research and analysis of the market and we have developed the FSM platform through which we select worldwide the best, by sector, fund managers maintaining personal contacts with them.
Risk/Return ratio
For every type of portfolio, our main objective is to optimize the risk/return ratio with low volatility through broad diversification across asset classes and investment vehicles.
Transparency
αlphαtrust provides detailed information on the progress of the portfolio that includes a thorough analysis of the comparative time-weighted performance, management fees and total costs relating to third parties.
Independence and objectivity
αlphαtrust utilises the most of the advantages of its independence, choosing without restriction the best possible investments.
Personalised service
αlphαtrust recognises the clients’ real needs and objectives and develop innovative investment portfolios maintaining a client-centric approach and a personal liaison of the staff and the client.
Longstanding relationships
We create portfolios not only for today but also for future generations, taking into account data such as expected revenue, seeking new sources of revenue by restructuring the property and above all large positions that have been created over time and analyse the financial risks taking into account the expected cost of life of family members.