Executives from international investment firms such as BNP Paribas Asset Management, PIMCO, and Schroders analyzed global and domestic economic developments, with the goal of providing timely and well-supported information to the Bank's clients.
The discussion focused on the prospects of the world’s leading economies, such as the United States and China, with specific references made to Europe’s trajectory in the coming years, amidst the evolving dynamics in Euro-American relations.
The speakers addressed the trajectory of interest rates and discussed how the new global economic balances, shaped by the election of Donald Trump, are impacting the global economy. For Attica Bank, offering advisory services and new investment products in the wealth management sector is a key strategic choice. The bank currently manages client assets in this area amounting to €800 million. In this context, Attica Bank enhances its advisory approach, providing tailored solutions for its clients and connecting them with leading international investment firms.
Through advanced tools and innovative products, the bank is shaping a modern model of Professional Wealth Management, responding to the evolving needs of the market. As part of this, Attica Bank offers the Cobalt Private Banking service to distinguished clients seeking optimal utilization of their wealth. Specialized advisors monitor and inform clients about market trends and potential investment opportunities that match their needs, collaboratively developing an investment portfolio based on their goals. Cobalt clients have access to selected branches of the former Pancretan Bank network, enjoy priority service through the bank's call center, and are entitled to exclusive pricing on the bank’s products and services. The Cobalt Private Banking service is available to clients with deposit or investment relationships with the bank of over €60,000 or an equivalent amount. It will soon be available at other Attica Bank branches, offering the same benefits and services.
In her opening speech, Attica Bank's CEO, Ms. Eleni Vrettou, emphasized: "Our wealth management approach is based on the customer-centric philosophy we apply across all our services and products. We aim to become a strong hub for wealth management services and a benchmark in investment services, creating personalized investment strategies tailored to the goals, profiles, and needs of our clients. Our key advantage is our 'independent approach,' through which we manage wealth. Without directing clients to a specific investment manager, we offer a broad range of options through the bank’s collaboration with recognized international investment firms. In this way, we stand out by giving the client the final decision, while providing high-level, objective advisory services."
Ms. Sofia Dimopoulou, Head of Distribution Luxembourg & Eastern Mediterranean Countries at BNP Paribas Asset Management, highlighted: "In an environment where upcoming moves on the global geopolitical chessboard could disrupt long-established relationships and lead to a radical renegotiation of agreements between countries and trade partners, new challenges and opportunities will arise. In such an environment, the key priorities for portfolio diversification and regular contact with wealth advisors will remain of paramount importance for investors."
Mr. Vasilis Miliaras, Vice President, Account Manager Greece, Cyprus & UK at PIMCO, noted: "Changes in U.S. leadership increase economic uncertainty for 2025. Proposed protectionist policies could reshape trade relationships and overturn global economic balances. Given the uncertainty of upcoming policies and their implications, we forecast a wide range of possible economic scenarios. In this environment, bonds could play a crucial role in portfolios in 2025."
Mr. Dimitris Batzis, Head of Southern CEE & Mediterranean Countries at Schroders Investment Management (Europe) S.A., German Branch, pointed out: "Investments are becoming increasingly complex compared to the past. De-globalization, political uncertainty, the positive correlation between stocks and bonds, and macroeconomic fluctuations are challenges that cannot be solved by a traditional investment portfolio. Investors are being called upon to be more clear about what they wish to retain and how to diversify their portfolios."
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Attica Bank offers its clients personalized investment services, providing access to international investment firms and specialized advisors who work together to create tailored investment portfolios (Allianz Global Investors GmbH (AGI), Blackrock (Luxembourg) S.A., Franklin Templeton International Services, HSBC Asset Management, J.P. Morgan Asset Management, PIMCO Global Advisors (Ireland) Limited, Schroders Investment Management (Europe) S.A., BNP Paribas Asset Management). Similarly, the bank collaborates with domestic firms such as Allianz A.E.D.A.K. (former Pancretan Bank branches network), TRITON A.E.D.A.K. (former Pancretan Bank and Attica Bank branches), 3K Investment Partners (Attica Bank branches), and Attica Wealth Management (Attica Bank branches).
Attica Bank continually strengthens its network with experienced advisors who track markets and inform clients based on global investment trends and investment options suited to their needs. At the same time, the bank offers personalized portfolio management, access to top-tier investment options, advanced systems, and innovative investment platforms.
Its strategy includes portfolio diversification and risk management, integrating sustainable investments with social and environmental responsibility criteria. Through Market Insights & Premium Events, the bank provides access to exclusive analyses, closed investment events, and distinguished networking opportunities, offering clients the tools for a dynamic investment strategy.
