Multi-Channel Distribution
We reach investors through traditional wealth management services and digital platforms, democratizing access to institutional-grade investments.
Traditional Wealth Management
Personalized advisory services for high-net-worth individuals and institutional investors seeking bespoke portfolio solutions.
- Segregated portfolio management
- Investment advisory services
- Institutional investor relations
- Family office solutions
Digital Distribution
Through our strategic investment in Wealthyhood, we access mass affluent and retail investors via a modern fintech platform.
UK-originated, Greece-based neobroker enabling wealth-building for the next generation.
Our Investor Reach
Investor Segments
Institutional
Pension funds, insurance companies, and funds of funds seeking regulated alternative investment exposure.
High-Net-Worth
Qualified investors seeking personalized portfolio construction and access to private market opportunities.
Mass Affluent
Digital-native investors seeking democratized access to diversified investment strategies via Wealthyhood.