Wealth & Investment Services

A dedicated service, offering investment solutions for all individuals and legal entities

Wealth & Investment Services

At Hellenic Bank Wealth & Investment Services we tailor our approach to your individual investment needs. Some clients emphasize income stability and capital security, others are willing to take on greater risk in return for capital gains. Our qualified professionals are on hand to carefully evaluate your individual needs and objectives, and involve you in the decision making process. Our experience and commitment forms the backbone of our investment strategy, aligning it to your financial and time constraints, risk appetite and liquidity needs, that make up your individual objectives.

Investment Advice / Execution of Orders

Dedicated Relationship Manager

Global Market Access

Safekeeping of Client Assets

Tailor made services

The Bank offers Reception & Transmission of Orders/ Execution Only services to all types of Investors. It also offers to Retail Clients non-independent Advice, for a range of investment products such as Bonds and for the specific Funds managed by Allianz Global Investors GmbH (indicated below), depending on the investment profile of each client. Specific Funds are also available on an Execution Only basis for Institutional Investors.

The Fund Documents and further information in relation to the Funds can be found at the links below.

You may at any time contact your personal Advisor for further information and assistance.

Fund Documents

Sub Fund Name


ISIN

Share Class

Client category

LU2060904724

C2 – Dedicated for HB

Retail

LU2064238111

C2 – Dedicated for HB

Retail

LU2064238384

C2 – Dedicated for HB

Retail

LU1625122699

A

Retail

LU0178432067

I

Institutional

LU1145749880

W

Institutional

Sustainability

Regulation (EU) 2019/2088 on sustainabilityrelated disclosures in the financial services sector

Under the Regulation (EU) 2019/2088 of the European Parliament and of the Council of 27 November 2019 on sustainability‐related disclosures in the financial services sector (the “SFDR”), Hellenic Bank Public Company Limited (“Hellenic Bank”) is required to comply with certain sustainability disclosure requirements.

Hellenic Bank qualifies as a financial adviser under the SFDR, since it provides investment advice in relation to certain financial instruments/products which constitute financial products under the SFDR.

Please click on the below documents to navigate through Hellenic Bank’s sustainability disclosures under Articles 3(2), 4(5) and 5(1) of the SFDR.


Best Execution Reporting

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Contact us

Nicosia Office

34 Demostheni Severi Avenue, 1080;PO Box 24747, 1394, Nicosia Cyprus

Limassol Office

Gladstonos & Foti Kolakide 52, 3041; PO Box 51791, 3508, Limassol, Cyprus