Manage your funds according to your needs
You have your own unique needs and your own goals. Your Personal Advisor is always available to inform you about the prevailing financial trends of the domestic and international markets, so you can make the right investment choices to achieve your goals.
Investor profile creation
Your Personal Advisor, a certified professional with extensive experience in the field, will help you outline your investment profile. By discussing your needs and goals, he will guide you to the right investment solutions for you.
Bancassurance programs
You can receive information on the Unit Linked insurance-based investment products that are offered by the Bank. By investing in these products, you have the option to seek coverage for needs such as capital building for your children’s education, buying a house or pension enhancement.
Bond issuances
You have the option to participate in bond issuances of large and renowned Greek companies with significant potential and business activity both in Greece and abroad. You can contact your Personal Advisor for more information.
ASE and CSE
You have the option to invest in shares listed in the Athens and Cyprus Stock Exchanges. You can contact your Personal Advisor for more information.
Mutual Funds
You have the option to participate in NBG Asset Management mutual funds. You can contact your Personal Advisor for more information.
Third party mutual funds
You have the option to participate in mutual funds of internationally renowned providers, such as Blackrock, UBS, Shroder, Franklin Templeton, Pictet and BNP.
Do you want more information?
Given that you hold important funds with the Bank, you get immediate priority through the Premium Banking service. Your Personal Advisor will undertake exclusively your entire relationship with the bank, as well as your service. Being an NBG executive, they will be your greatest ally in pursuing your goals thanks to their longtime experience and expertise.
Your Advisor is always available, at the specifically designed service areas of the bank, where you can discretely and comfortably receive updates on the investment solutions offered by the bank, as described below: Upon completion of the relevant questionnaire pursuant the MiFID framework, you will start creating your investment profile. Then, after taking into consideration your needs, goals and risk level you are willing to undertake, you can select the investment options that best suit your needs.
You must be over 18 years old to be able to engage in investments. With respect to Unit linked insurance-based products, there is a minimum limit of 18 years of age and a maximum limit of 75 years at maturity.