GWL
Asset Management since 1992
We simplify a complex world We help chart a path to financial health We provide Investment Solutions for every need We are a Global Investments Manager
We rely on sound economic theory and analysis delivering long-term, consistent results
Discretionary Portfolio Management
A State-of-the-Art Portfolio Management tailored to your own investment needs and style, while meeting your personal risk criteria.
World Equity Funds
World Equity Funds with stellar performance records amongst the top of their peers.
Sports Desk 
A brand new pack of services addressed to high-performing athletes of domestic and international profile, meeting their present and future investment and financial needs.
Foundation Services
Specialized knowledge and services aiming to protect your family assets and overall wealth throughout your life span
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Weekly meetings and real-time monitoring
Monday and Friday meetings assessing the following
– Markets update
– Central banks announcements
– Economic releases
– Reports from various Investment Houses
– Trends and technical analysis
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Review of capital markets and portfolios
– Monitoring cash and asset allocation
– Stocks Valuation
– Bond yields and ratings update
– Monitoring risk in portfolios
– Checking overbought and oversold securities
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Portfolio rebalancing & restructuring
– Make the relevant adjustments
– Buy/Sell instruments at limit price levels
– Review of technical analysis
– Adjust risk metrics
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Asset class developments review
– Asset class review
– Asset Allocation revisited twice on a weekly basis
– Asset class changes in the event of markets conditions changes
– Asset class review of Investment Houses
Our Banking Relationship and Custodians
EFG
UBS
Investment NewsLetter
Σύντομη Οικονομική Ενημέρωση – Οκτώβριος 202406/11/2024 - 23:28- Global Economic Overview – October 202403/11/2024 - 16:19
- US Strategy – Asset Allocation and US Elections24/10/2024 - 01:21