This website uses cookies to ensure you get the best experience on our website.
Portfolio Management
Invest your capital - not your time.
Interested in the financial markets but unsure where to begin?
No experience? No time? No problem.
At Whitetip Investments A.E.P.E.Y. we offer a licensed Portfolio Management Service tailored for individuals who want to grow their capital, without having to become a full-time trader. Our expert portfolio management team designs and executes a personalized investment strategy based on your goals and risk profile. You stay in control, while we handle the day-to-day portfolio allocations.
What is Portfolio Management?
Portfolio Management is the professional handling of your investments, so you don’t have to manage your portfolio through the markets yourself.
Our Portfolio Management team actively oversees your investment portfolio across various financial markets, aiming to grow your capital while managing risk. Their responsibilities include:
- Identifying and evaluating new investment opportunities
- Monitoring and analyzing portfolio performance
- Timing market entries and exits strategically
- Staying updated on global market trends and economic developments
The goal?
To optimize your portfolio based on your personal goals and risk tolerance - all while you focus on living your life.
Whitetip Investments licensed Portfolio Management
Delegate. Diversify. Grow.
At Whitetip Investments A.E.P.E.Y., we bring exceptional value by offering a licensed
portfolio management service that lets you hand over the day-to-day investing to
seasoned investment professionals so you can focus on what matters most.
Why choose our Portfolio Management Service?
Regulated & Trusted
Whitetip Investments A.E.P.E.Y. is regulated and supervised by the Hellenic Capital Market
Commission (HCMC) under Authorisation No. 18/768/27.10.2016.
We operate with full transparency and accountability, providing a secure and compliant
environment for your portfolio management needs.
Risk Management, your way
You set your personal drawdown limits. Your assigned Account Manager from Whitetip Portfolio Management Team will manage your investments within those clearly defined risk parameters.
Professional traders
Your portfolio is handled by market experts who meet strict professional standards and have a deep understanding of global financial markets.
Clear & consistent reporting
Stay fully informed with regular performance updates, portfolio statements, and review meetings.
Full flexibility
No lock-in periods. No exit penalties. Withdraw part or all of your capital at any time, with full transparency and zero pressure.
Why sign up for Portfolio Management?
Turn your capital into growth,
without sacrificing your time.
Becoming a successful investor requires relentless dedication: constant market analysis, continuous learning, active trade management, risk monitoring, and ongoing strategy refinement. It’s a full-time job and not one you need to take on yourself. At Whitetip Investments A.E.P.E.Y., we understand that time is your most valuable asset. That’s why we’ve developed a portfolio management service designed to deliver more than just investment performance. We aim to give you back your time.
When you sign up, our Portfolio Management Team will assign a licensed portfolio account manager to you, who will handle all your investing activities, from identifying opportunities to managing risks, based on your financial goals and risk tolerance. This service isn’t just about convenience. It’s about delegating your investments to seasoned professionals who can help you make the most of your capital without demanding your attention every step of the way. Your money continues working for you, while you focus on what truly matters.
Time is a priceless asset
Don’t invest it where it’s not needed.
With a professionally managed investment portfolio, your money works for you, so you don’t have to work for it. Your capital is actively managed by experts, allowing it to operate autonomously in the markets.
The result? You potentially earn returns not just in monetary profit,
but also in time.
Let go of the pressure. Keep the gains.
Start investing smarter today.
What Whitetip Investments can offer you
Our secret sauce? The exceptional professionals who manage our clients’ investment portfolios. Each member of the Whitetip Investments A.E.P.E.Y. portfolio management team is deeply passionate about the financial markets and brings unique knowledge, skills, and experience to the table. This diversity ensures your portfolio benefits from a well-rounded and strategic approach.
Save yourself valuable time and reduce the risk of costly mistakes by entrusting a dedicated market professional to trade on your behalf. Start earning time, and potentially returns, today.
Select your trading account
Whitetip Investments offers tailored ways to trade, designed to fit your unique investment goals. As a leading investment broker, we provide competitive solutions that empower you to confidently trade and invest in the financial markets. Choose the account that matches how much you want to allocate toward your investment strategy, and start building your future today.
SILVER
Account opening balance from €2,500
Dedicated Account Manager
Trading commissions per Lot from 2.5
Maximum Leverage 1:30
50% Stop Out
Multiple asset class coverage
Continuous support and assistance
GOLD
Account opening balance from €10,000
Dedicated Account Manager
Trading commissions per Lot from 2.5
Maximum Leverage 1:30
50% Stop Out
Multiple asset class coverage
Continuous support and assistance
PLATINUM
Account opening balance from €50,000
Dedicated Account Manager
Trading commissions per Lot from 2.5
Maximum Leverage 1:30
50% Stop Out
Multiple asset class coverage
Phone, email & live chat priority support
How to get started with a managed investment portfolio?
Tell us about your objectives
get a proposal and share your ideas
get started with 2,500
Defining your investment risk
Risk is a natural part of investing. No risk, no reward. When you join Whitetip Investments, our experts assess your financial profile and knowledge to determine your risk appetite. You’ll then work with a licensed portfolio manager to create a strategy tailored to your goals and comfort level.
Investments generally fall into four risk categories: low, medium, high, and very high.
- Low-risk portfolios focus mainly on stable assets like fixed income and real estate, aiming to preserve capital and fight inflation with minimal fluctuations.
- Medium-risk portfolios balance growth and safety, combining low-risk assets with stocks from established and emerging markets for steady growth with moderate volatility.
- High-risk portfolios target long-term growth by investing more in volatile markets such as forex and emerging stocks, accepting short-term ups and downs.
- Very high-risk portfolios are aggressive and heavily weighted towards volatile assets, offering potential high rewards but with significant risk of loss.
Choosing the right risk level is crucial to align your investments with your goals and comfort. Your portfolio manager will guide you every step of the way.
FIND US ON
