IOLCUS INVESTMENTS

Independence. Market Knowledge. Wealth Preservation.

Markets are volatile. Constant adjustment is necessary.

Traditional asset management strategies have ceased paying effectively. A more complex approach is crucial to achieving investment targets. This should include the whole range of financial products, ranging from the simplest to the most complex, as well as the use of alternative strategies. At Iolcus Investments we know markets. We have proved it. We are here to protect your assets, with independence, transparency and above all customized service. We are glad to meet you in person and discuss about your investment needs.

Talented People

- Our most precious asset -
We believe that the emphasis put in the selection process of the people working for Iolcus Investments, focusing on knowledge,a sense of responsibility, and their ethics constitute the foundations on which the fastest growing investment firm in Greece is built.

Our success story reflects favorably on our future course

More than 126 years of collective experience and devotion to investments
Iolcus’ founders were the major shareholders of the P&K Group, one of the most successful investment firms in Greece. The P&K Group commenced its operations in 1996 and within five years became the largest independent (non-bank related) player in equities trading, investment banking and asset management employing over 200 financial professionals. Among its clients were first-class international investment banks as well as end-clients from Europe and the U.S.A. The firm was the first to introduce on-line trading for Greek stocks, to implement a direct market access platform for institutional investors, to apply rigorous risk management systems for its proprietary trading desk; and, to establish and advise from Greece a global macro hedge fund. Notably, the firm was one of the main market makers in the Athens Derivatives Exchange and Liffe for Greek Securities. In 2007, the P&K Group of Companies was acquired by the National Bank of Greece, the largest Greek bank at the time. To date P&K Group remains its sole domestic acquisition. All managing partners at Iolcus Investments held senior executive positions with the P&K Group.
* Iolcus Investments AEPEY is an independent asset management firm based in Athens. It is authorized and regulated by the Hellenic Capital Market Commission (license number 2/591/07.07.2011). The firm offers a wide range of professional investment solutions targeting to protect and grow clients’ assets.

Our principles tell of who we are.

Innovation. Confidentiality. Talented People.
We cannot solve our problems with the same thinking we used when we created them. Albert Einstein

theoretical physicist, 1879 - 1955

We strive for innovation, we do not accept one size fits all solutions.

We do not copy strategies but we frame and propose options tailored to our clients’ needs, always mindful of local regulatory restrictions, tax considerations and country risks.

We attract talented people adding value to our clients.
We value our people as our most precious asset. We are committed to attracting exceptional investment professionals and creating a working environment in which they want to thrive. We target specialists whose expertise, independent views, experience, disciplined investment processes and ethical stance towards the interests of the Company and the Client distinguish them from the rest of the pack. We are convinced that highly intelligent minds are often underutilized within large organizations as they become entangled in inelastic procedures. We believe that skills are portable and that by attracting accomplished professionals with proven international track records, we can bring added value to serve our clients locally.
I use not only the brains I have but all I can borrow. Woodrow Wilson

28th U.S. president, 1856 - 1924

Discretion is the perfection of reason, and a guide to us in all the duties of life. Walter Scott

historical novelist, 1771 - 1832

We consider absolute confidentiality an indispensable part of our business
We have built our services on the principle of confidentiality, a core principle which is often overlooked or underrated in Greece.

We work together to add value to your assets

Athens, Zurich, Luxembourg, London
Choose the Bank Custodian to safeguard your assets. Trust us with their protection and growth.
Client assets are held separately on personal accounts with highly rated banks acting as custodians. By distinguishing the Custodian from the Investment Manager we eschew conflicts of interest between providers of financial products and the investment manager/advisor. Iolcus Investments is a privately owned asset management firm that is run by is owners. This independence allows us to choose the financial means and products that are aligned with our clients’ individual interests.

Asset Management

Investment management requires consistency, discipline and responsibility. We invest in financial instruments within highly liquid markets where there is no information disadvantage compared to institutional asset managers.  Read more…

Investment Advisory

Investment advice service is based on the same fundamentals that permeate investment management strategies/policies.  Read more…
Quality is never an accident;
is always the result of intelligent effort John Ruskin

writer and critic, 1819-1900

Discretionary Asset Management

Investment planning, risk and return benchmarks, tax optimization
Investment management requires consistency, discipline and responsibility. We invest in all financial instruments within highly liquid markets where there is no information disadvantage compared to institutional asset managers. We manage our clients’ assets in an environment of continuous risk monitoring conducting procedures that are normally applied to large institutional portfolios. Our portfolio management policies integrate the identification of opportunities across all asset classes. Our managers’ performance is constantly monitored and compared to benchmarks that have been agreed with our clients during the financial planning phase.

Investment Advisory

Disciplined methodology based on individually agreed targets of risk and return
Our investment advice services are based on the same principles that permeate our discretionary asset management. Investment advice mandates require the discipline of financial planning, namely the forecasting of future cash flow needs and the definition of return targets, tolerance to risk & timeframe horizon of the investment portfolio. The principal difference of this service is that client’s consent is required on each individual investment decision. Investment advice mandates are more suitable to investors who have the requisite investment experience and feel comfortable evaluating the impact of accepting or rejecting investment proposals to their risk/return profile.

Iolcus numbers

%

Annual growth of AuM

Custodian Banks in 4 countries

Models of investment mandates

Our Custodian Banks

Iolcus Investments
Korneadou 15 & Loukianou, 106 75 Athens
Tel.: +30210 7233340
Fax: +30210 7400074
Emai: info@iolcus.gr
We would be delighted to welcome you as a new client. If you would like to find out more about Iolcus Investments, please contact our office directly
Karneadou 15 & Loukianou, 106 75 Athens , Tel.: (+30) 210 7233340   info@iolcus.gr
Contact us
Achilleas Kontogouris
Founding Partner
Achilleas Kontogouris is the main shareholder of Iolcus Investments AEPEY, in charge of its business development.
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Manos Drosatakis
Head of Investment Management - Partner
Manos Drosatakis is responsible for clients’ portfolios’ management in Iolcus Investments. He shapes, manages and monitors the principal investment strategies that underlie the investment models of the firm.
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Vangelis Mavromatis
Head of Investment Advisory
Vangelis Mavromatis is in charge of the firm’s investment advice function. He provides assistance and manages high net worth individuals’ and families’ assets delivering customized and specialized wealth management solutions.
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George Liaskas
Investment Strategist
Giorgos Liaskas plays a significant role in framing the investment strategy of the firm. He closely monitors absolute return strategies for institutional portfolios.
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Dimitris Kortesis
Business Manager
Dimitris Kortesis is responsible for all operational aspects of Iolcus with respect to systems, people, procedures and external assignments.
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Eleftheria Maniatakou
Senior Relationship Manager
Mrs. Maniatakou has over 20 years of experience in the investment-advisory discipline and particular in client relationship management.
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Lila Derizioti
Senior Relationship Manager
Mrs. Derizioti has over 16 years of experience in the financial sector.
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Angela Binaki
Head of Trading
Angela Binaki is responsible for all portfolios’ trading. She is monitoring daily global markets activity and informing sales staff on markets movements.
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Antigoni Molodanof
Senior Relationship Manager
Mrs Molodanof has 17 years of working experience in the investment services industry and 7 years in commercial companies.
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