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Concierge Trading Service
Let professionals trade for you
Take the pressure off your shoulders and put your portfolio in expert hands. Our Concierge Trading Service offers a bespoke portfolio management experience, where our Portfolio Management Team through your Dedicated Account Manager, manages your investments, in line with your financial goals, risk profile, and the written mandate you have agreed with us.
What is Concierge Trading?
Concierge Trading is a premium discretionary portfolio management service for clients who want professional guidance and active management.
You are paired with an experienced Dedicated Account Manager who implements our Investment Committee guidelines on your behalf, according to your objectives and constraints. Whether you are new to markets or want to diversify and grow an existing portfolio, Concierge Trading can help you access opportunities within a controlled risk framework.
WHO IS IT FOR?
This service is ideal for premium clients who want to:
- Save time and reduce decision stress
- Access institutional-grade expertise
- Delegate active portfolio management to professionals
- Focus on long-term wealth rather than daily market noise
Concierge Trading: At a Glance
Our team of seasoned professionals themonitors the markets, so you don’t have to.
From risk management to timely execution, Concierge Trading Service is designed to make
investing simpler, more disciplined and goal-aligned. Here is what sets it apart:
Dedicated Account Manager
Share your ideas and preferences. Maintain an ongoing dialogue to keep your portfolio aligned with your evolving goals and preferences.
Regular performance feedback
Stay informed every step of the way. Receive periodic updates, statements and reviews to assess progress toward your objectives.
Exposure & risk management
Prefer more/less exposure to certain assets of regions? Tell your manager – your portfolio can be adjusted within the agreed mandate.
Licensed & professional managers
Your portfolio is handled by licensed professionals under strict standards of competence and accountability.
SIMPLE, TRANSPARENT PRICING
One transparent fee; no hidden charges. See Costs & Charges for full details; third party/market costs may apply
No lock-in period
Invest with flexibility. You can request withdrawals without penalties, subject to settlement times and product terms.
What do you get?
Why clients love our Concierge Trading Service
Personalized strategy
Our Portfolio Management team, via your Dedicated Account Manager builds an investment plan aligned with your expectations, goals, and risk tolerance, and consistent with our Investment Committee guidelines.
Professional timing & execution
It’s not just only navigating the markets, it’s knowing when to act. We seek attractive entry and exit points, while prioritizing risk control (no assurance of profit; execution subject to market conditions).
In-depth market monitoring
Markets move with time zones and events. We track what matters and act within your mandate.
Time-saving convenience
Focus on your life—we handle day-to-day portfolio decisions and reporting.
Professional risk management
Prudent risk control is central to long-term outcomes. Where appropriate and agreed, we can implement additional custom safeguards (e.g. stop-loss rules). Trigger levels are subject to mandate, market gaps and slippage.
Licensed & secure
Whitetip Investments A.E.P.E.Y. is regulated and supervised by the Hellenic Capital Market Commission (HCMC), Authorization No. 18/768 (27.10.2016). Client money and assets are safeguarded in accordance with applicable regulations, including the use of segregated accounts with regulated institutions.
VIP access & exclusive events
Concierge clients enjoy VIP treatment, competitive trading fees, and access to select investor events and networking opportunities.
How it works
Get matched with a Dedicated Account Manager
Define your investment goals and risk profile (suitability)
We monitor, trade and manage your portfolio within your mandate
You track performance and stay in touch anytime
One flat fee – One transparent framework. Multiple tiers. All VIP.
Whether you start small or go big, your Dedicated Account Manager actively pursues the best mandate-consistent opportunities for growth.
All tiers include:
- Competitive trading terms
- Personalized portfolio management
- VIP event invitations and benefits
(Higher tiers typically allow greater flexibility and broader opportunity sets within the mandate)
APPRENTICE
Minumum starting balance: €100,000
DEDICATED
ACCOUNT MANAGERMicro lot trading where applicable
Trading commissions per lot from 2.5
50% margin close-out for retail CFDs where applicable
Multi-asset coverage
PREMIUM
Minimum starting balance: €250,000
DEDICATED ACCOUNT MANAGER
Trading commissions per lot from 2.5
50% margin close-out for retail CFDs where applicable
Multi-asset coverage
Priority support (phone, email, live chat)
ELITE
Minimum starting balance: €500,000
DEDICATED ACCOUNT MANAGER
Trading commissions per lot from 2.5
50% margin close-out for retail CFDs where applicable
Multi-asset coverage
Priority support (phone, email, live chat)
PRESTIGE
Minium starting balance: €1,000,000
DEDICATED ACCOUNT MANAGER
Trading commissions
per lot from 2.550% margin close-out for retail CFDs where applicable
Multi-asset coverage
Priority support (phone, email, live chat)
UNDERSTANDING THE ACCOUNT TIERS
While all Concierge Trading packages share the same transparent competitive competitive pricing, the tiers differ by the capital you allocate and the breadth of opportunities that capital enables within your mandate.
More capital = More flexibility
The higher your investment, the more flexibility your Dedicated Account Manager has to pursue a wider opportunity set and implement high-potential strategies aligned with your goals and risk profile.
Exclusive VIP Benefits
Each tier unlocks premium perks - from priority support to invitations to private networking events with investors and industry professionals – enhancing your overall client experience.
Want to know more?
Our Portfolio Management Team can help you assess which tier fits your objectives. Connect with our representatives today and start your Concierge journey.
*Risk Warning: Trading in Forex and CFDs
could lead to a loss of your invested capital.
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