SWISS ACCOUNT SERVICES

ΕΠΕΝΔΥΤΙΚΕΣ ΥΠΗΡΕΣΙΕΣ ΕΛΒΕΤΙΚΟΥ ΛΟΓΑΡΙΑΣΜΟΥ

Do you maintain an account with a Swiss Bank? Are you satisfied with the service provided and the results?

A certified Investment Advisor from HellasFin is available to offer you suitable and effective solutions tailored to your needs. Since 2010, HellasFin has been cooperating with leading Swiss banks, providing its clients with reliable and secure access to international markets. Our technical expertise and long-standing experience in the investment services industry enable us to find solutions even to the most demanding challenges. Trust us for a partnership built on confidence, transparency and efficiency.

1st Collaboration Model

Advisory Service While Remaining with Your Bank

ΜΟΝΤΕΛΟ 1 ΣΥΝΕΡΓΑΣΙΑΣ HELLASFIN

Hellasfin offers personalized investment advisory services from certified professionals.

Your advisor provides you with guidance and investment proposals-but you retain full control and execution authority:

  • You make all final investment decisions
  • You execute transactions directly through your Swiss bank account (and beyond)

Important notice: HellasFin has no access whatsoever to your Swiss bank account.

ΑΝΑΛΥΤΙΚΑ ΤΟ ΜΟΝΤΕΛΟ >

2nd Collaboration Model

External Asset Manager (EAM) with Swiss Banks

ΜΟΝΤΕΛΟ 2 ΣΥΝΕΡΓΑΣΙΑΣ HELLASFIN

HellasFin operates as an Independent External Asset Manager (EAM), working directly with top Swiss banks.

Through this model, you (the investor), HellasFin, and the Swiss bank are linked through a forma agreement. HellasFin monitors, advises and manages your investments, issuing execution instructions to the bank with limited access rights.

Partner Swiss banks:

  • UBS, Zurich
  • Credit Suisse, Zurich (Note: since 2024, now part of UBS)

ΑΝΑΛΥΤΙΚΑ ΤΟ ΜΟΝΤΕΛΟ >

ΜΙΛΗΣΤΕ ΜΕ ΕΝΑΝ ΣΥΜΒΟΥΛΟ ΜΑΣ
WHEN DO YOU NEED US?
  • When you have problems with with the service of the bank people.
  • When you can't communicate due to language or bureaucracy.
  • When you’re dissatisfied with your current returns.
  • When you’re unsure what to do with your investments during turbulent market periods.
  • When they don't explain to you the existing investments that have been made.
  • When you don’t have time to manage your investments yourself: if you have a busy lifestyle, an advisor can help monitor your portfolio, recommend suitable products and strategies, and support your decision-making.
  • When you lack investment experience and need professional guidance.
  • If you want a second expert opinion.
  • If the cost is excessive in relation to the service you receive.
SEE A SAMPLE OF OUR WORK
For detailed information
Fill out the contact form