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COMPANY PRESENTATION

HELLASFIN INVESTMENT SERVICES S.A. IS A LARGE AND DYNAMIC INDEPENDENT CONSULTANCY AND WEALTH MANAGEMENT COMPANY, HIGHLY SPECIALIZED IN ITS FIELD AND WITH EXTENSIVE EXPERIENCE IN INTERNATIONAL MARKETS

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SERVICES ON AN INDEPENDENT BASIS

HellasFin was founded in 1999 by a small group of talented people with vision, principles and values. During the long journey to our present position, we have implemented a series of strategic moves which have established the company as a highly reliable and innovative leader in our market.

Our company’s mission is to secure and enhance the wealth of our Clients.

Today, hundreds of families have entrusted the management and care of their assets to HellasFin, to the value of hundreds of millions of euros.

The proprietary structure of the company, in combination with its independence from any financial institution, allows it to align the interests of its owners and executives with those of its Investors.

HellasFin manages the assets of its Investors, achieving the best possible returns according to their expectations and investment profile.

1999

The company was founded in Thessaloniki.

2007

An innovation for the Greek market with the Investment Consultants service.

2009

Opening of the Athens branch.

2013

Formation of the Portfolio Management Administration.

2014

Founding of the subsidiary HF SWISS AG in Zurich, Switzerland, and Increase of stock capital.

2015

Opening of Crete (Heraklion) branch.

2015

Expansion of activities with the addition of Execution and Custody services (HF2S)

2018

Harmonization with the new EU directive on the supply of investment services, MiFID II.