In CAPITAL DYNAMIC Α.Ε.P.Ε.Υ. 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.
Our experienced and certified by the Hellenic Capital Market Commission executives, are offering customized solutions for each customer. Confidentiality, consistency, credibility and high sense of responsibility are values that characterize the culture of our company since it was founded.
CAPITAL DYNAMIC Α.Ε.P.Ε.Υ. focuses on the confidence you have in our company so that we improve the quality of the services we offer, by applying up to date asset management methods.
During the period of the economic crisis in Greece the need for professional management of assets emerged, especially for individuals with significant amounts of liquid assets (High Net Worth Individuals). CAPITAL DYNAMIC I.K.E., a contemporary company providing financial advices, was founded in 2014 by highly experienced professionals in the banking sector, in order to meet this need.
Between 2014 and 2016 in CAPITAL DYNAMIC I.K.E., we tripled the assets of our clients, we added 10 new members in our team and moved to new renovated premises. Due to its fast growing figures our company, within a few years since its foundation, became one of the biggest tied agencies in Greece.
In 2017 4 new members were added to our team and we were licensed by the Hellenic Capital Market Commission as CAPITAL DYNAMIC Α.Ε.P.Ε.Υ. We now work as a ”boutique company that provides Advisory Management Services”.