• Professional guidance and support

    We assist you in achieving your investment goals
  • We provide best services

    We apply all up to date financial tools for identifying alternative solutions

About Us & Historic Background

We provide asset management services, offering to our clientele valuable advice and services. Our goal is to create the conditions for achieving the investment goals of our clients. Due to our strong partnerships in Greece & abroad and the variety of the offered investment products, we create tailor-made portfolios according to each customer’s investment profile, risk tolerance and investment objectives.

Why choose us:

Independency
Independency

CAPITAL DYNAMIC A.E.P.E.Y. is a private company owned by its senior partners. We value our independence as it enables us to focus on the right products and solutions for your needs – we got no sales targets to meet or specific products to promote.

Tailor Made Solutions
Tailor Made Solutions

In CAPITAL DYNAMIC A.E.P.E.Y. we understand that not all investors are the same – we work with you to understand your risk profile and we tailor our proposals to meet your investment objectives.

Experience
Experience

Our team has deep experience in the capital markets and the banking sector. We continually invest in training and our team has all the required qualifications from the Hellenic Capital Market Commission

Competitive Pricing
Competitive Pricing

Our product pricing is always competitive taking into account the market averages and is updated whenever is necessary.

Confidentiality
Confidentiality

Our senior partners have operated in the market for many years and have built an enviable reputation with their clients. We understand that confidentiality, discretion and trust are of as important as the investment outcome. We are following best practice to ensure data safety and confidentiality of all your account transactions and personal information.

High level of service
High level of service

We are focused on delivering first class service to all our clients and we are continually investing in our staff to achieve that. We have grown our staff over the past 4 years both at entry and senior levels.

Specialization
Specialization

Our staff members are specialists in their respective areas possessing deep knowledge and keeping constantly up to date with developments in their space.

High profile international collaborations
High profile international collaborations

We work with many top financial institutions in Greece and abroad to offer our clients their products and services. Our relationships enable access and terms for our clients usually reserved for ultra-high net worth or institutional investors.

We stay informed
We stay informed

We constantly receive information and we exchange ideas with our partners that are among the most significant international institutions.

Α.Ε.Π.Ε.Υ Εποπτευόμενη από την Επιτροπή Κεφαλαιαγοράς • Αρ. Άδειας 7/800/13.11.2017
CAPITAL DYNAMIC A.E.Π.Ε.Υ. • τηλ. 210 9237957 • fax 210 9237969 • email info@capitaldynamic.gr

Custodians

Our customers are able to choose between segregated or omnibus accounts. We collaborate with many Banking Institutions, in Greece or abroad, so that customers are able to choose the one they prefer best.

Contact Form

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