Eurocorp is one of the oldest independent private investment and wealth management firms in Greece, offering tailored wealth management services through an open-architecture approach and a strong cross-border international orientation.
Our independence is a key differentiator, enabling us to design and deliver optimal solutions for our clients by leveraging global research and market access—across all market conditions and with the highest level of integrity.
Discretionary Portfolio Management (DAM)
Our Discretionary Portfolio Management services provide actively managed portfolios, overseen by experienced professionals in line with each client’s investment strategy and risk profile.
Portfolio construction is based on full access to global markets, covering all asset classes and investment products, with a clear open-architecture philosophy.
Clients may either co-develop a bespoke investment strategy with our dedicated portfolio managers or select from our model portfolios, designed across distinct risk/return profiles:
- Income
- Balanced: A moderate risk/return strategy combining selected equities with income-generating securities
- Growth: Focused primarily on carefully selected and actively monitored equities and other higher-volatility investments
Clients benefit from comprehensive and transparent reporting on portfolio positioning and performance.
Investment Advisory Mandates
Our Wealth Advisory services provide clients with direct access to the expertise and insights of our Investment Team across their asset classes of interest.
Dedicated Investment Advisors offer:
- Portfolio analysis and ongoing monitoring
- Active investment advice
- Hedging strategies
- Timely execution services
- Regular investment research and actionable ideas
This mandate includes proactive portfolio review and tailored investment recommendations aligned with each client’s strategy, risk profile, preferred asset classes, geographic focus, and currency exposure.
Combined with our open-architecture platform, we ensure a disciplined and consistent investment approach under all market conditions.
Private Banking Solutions
We offer comprehensive private banking solutions through partnerships with leading international financial institutions:
- Segregated account opening tailored to individual client needs
- Lending solutions against portfolios and a wide range of asset classes
- Cash management and deposits via third-party (fiduciary) solutions
Our international network includes leading institutions such as:
- BGL BNP Paribas (Luxembourg)
- CA Indosuez (Switzerland)
- Julius Baer (Switzerland)
- HypoSwiss (Switzerland)
Third-Party Funds
We collaborate with globally established asset managers, including BlackRock, BNP Paribas, PIMCO, Franklin Templeton, Schroders, and JPMorgan.
Through our open-architecture approach, we provide access to a broad universe of mutual funds across all asset classes, enabling clients to select from some of the world’s leading investment houses.
Life Insurance Solutions
We offer solutions that combine investment portfolios with high-end life insurance structures.
Through partnerships with leading European life insurance providers, we deliver innovative Private Placement Life Insurance (PPLI) solutions tailored to client needs.
Wealth Planning
Working alongside local and international experts, we provide comprehensive financial planning and structuring services, including:
- Tax advisory and planning
- Inheritance and succession planning
- Real estate advisory
- Company and investment vehicle structuring