Back to top
3.2

DISCRETIONARY MANAGEMENT

DISCRETIONARY MANAGEMENT SEVICE BY HellasFin

RTO department executive
DISCRETIONARY MANAGEMENT

YOU DIRECT, WE DELIVER

HellasFin’s Portfolio Management service is recommended for investors who entrust their portfolio’s management to the company’s specialized administrators. Investment decisions are always taken and executed within the strict contract and investment limits set by the Investors themselves.

The investment profile is formulated based on the information provided by the Investor concerning risk tolerance, the investment timeline and investment goals, thus defining the nature and composition of the eligible investments.

Based on the decisions of the Investment Committee, the developments in world markets and depending on the Investor’s portfolio and profile, the Administrator composes and readjusts the factors shaping the correlation between risks-returns.