Discretionary Portfolio Management & Investment Advisory services

 

Apart from its long involvement in the management of greek and foreign Undertakings for Collective Investment in Transferable Securities (UCITS), such as mutual funds, 3K Investment Partners provides additionally, Discretionary Portfolio Management, Investment Advisory and transactions’ execution services.

 

The Discretionary Portfolio Management Service involves the management of our private or professional clients’ investment portfolios, at the discretion of our Company and within the context of clients’ mandate. These portfolios may include one or more financial instruments (such as equities, bonds, mutual funds or money market instruments).

 

This specific service adheres to the profile of the clients, deriving from their experience and knowledge on investment, their risk tolerance, financial status and  objectives. Likewise, the investment advisory services are offered based on profile of the clients implementing the rules of Mifid II directive with respect to the appropriateness of each investor. The investment advisory services is performed by specialized persons of 3K Investment Partners, advising clients throughout the planning and the execution.

 

With the expertise and experience of the Company's executives, the specific financial needs and expectations of each prospective investor are "interpreted" and reflected into an integrated portfolio proposal, which, once established, is monitored and adjusted regularly. The financial instruments which compose each portfolio are selected by the executives of our Company through a wide range of financial instruments in geographical and sectorial terms and with strict selection criteria, while the construction and management of each portfolio always takes place in accordance with the knowledge, experience, financial situation and investment objectives of each investor.

 

For further information and appointments, regarding the Discretionary Portfolio Management in line with the applicable legislation, you may contact our specialized executives by calling in +30 210 7419890.