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Philosophy


Innovation. Transparency. Talented People. Confidentiality.

We attract talented people adding value to our clients.

We value our people as our most precious resource. We are committed to attracting exceptional investment professionals and creating a working environment in which they want to thrive. We target specialists distinguished for their expertise, independent views, experience, disciplined investment process and ethical stance towards the interests of the clients and the company. 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 “transferable” and that by attracting accomplished professionals, with proven international experience, we can bring added-value to serve our clients in Greece.

I use not only the brains I have but all I can borrow.
Woodrow Wilson

— Woodrow Wilson

28th U.S. president, 1856 - 1924

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

— Albert Einstein

theoretical physicist, 1879 - 1955

We do not replicate existing strategies and do not like “one size fits all” solutions. We strive for innovation.

We advise our clients on investment management solutions that suit their needs, their risk tolerance and time horizon, their knowledge and investment experience. We invest in global markets, while we take into consideration the local regulatory framework, the tax regime and the risks of our country.

We believe in the value of absolute transparency when it comes to portfolio management costs.

We inform you with absolute transparency about all the direct and indirect costs related to your portfolio. Since Iolcus does not enter into retrocession agreements with banks, securities firms and other providers of financial instruments with whom it collaborates, our interests are perfectly aligned with those of our customers. Our sole concern remains to cover our clients’ needs and for this reason, we try to eliminate any possible conflict of interest.

I find that when you open the door toward openness and transparency, a lot of people will follow you through.
Kirsten Gillibrand

— Kirsten Gillibrand

US Senator

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

— Walter Scott

historical novelist, 1771 - 1832

We consider 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.

More about Iolcus Investments

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