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Wealth Management Advisor

Your personal Wealth Management Advisor at Pancreta Bank

With their long experience our certified Wealth Management Advisors monitor the markets and inform you about the investment options that fit your needs and profile.
Together we shape your investment portfolio according to your needs and goals having access to global markets and investment options from around the globe.

Access to global markets and investment options from around the globe

A wide range of investment products from 7 global investment firms (HSBC Asset Management, JP Morgan, BlackRock, Schroders, Allianz Global Investors, Franklin Templeton, PIMCO) and also from two Greek investment firms  with extensive experience in the Greek Financial Markets (Allianz Hellas AEDAK and Triton Asset Management) are available for you.

Financial Planning

With the help of the Wealth Management Advisor, you complete a financial planning with the aim to grow your personal economy. You periodically evaluate the choices you have made for your money in relation to your goals (income, retirement, education, protection), as well as your investment portfolio, if you maintain investment products.