Investment · Insurance · Strategy
Global expertise. Specialised strategy.
Every meeting with us begins with a question: where do you want to be in the future, and what do you need to get there?
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- #1 New Partner at NN Hellas nationwide — premium production 2024
- #36 in the ranking among 1,350 partners of the NN Hellas network
- 2 offices — Athens & Santorini
- HCMC · BoG supervised by the Hellenic Capital Market Commission and the Bank of Greece
Our approach
Every engagement starts with you.
We listen, understand and map out your goals, responsibilities and priorities before we design anything.
We then shape a complete, fully personalised proposal, so your decisions have direction, coherence and continuity over time.
Pillar 01 — Strategy
Strategy & advisory
Today, the right decisions are not obvious and the cost of a mistake is high. Every engagement begins with a clear understanding of your priorities and ends with a strategy that gives you direction and control.
- Holistic alignment of capital, goals and obligations
- Specialised management of complex personal and business risks
- Discretion, consistency and a long-term sense of responsibility
Pillar 02 — Investing
Investing & capital creation
Investing is not a choice of products; it is a strategy. We design long-horizon solutions with access to global markets, connecting saving with investing and insurance.
- Mutual funds through NN Α.Ε.Δ.Α.Κ. — Greek management, global expertise
- Diversified portfolios through leading international managers
- Exposure to the major global indices
Pillar 03 — Insurance
Insurance protection
Protecting your assets, your health and life’s continuity is not simple cover — it is an element of strategic planning. We design solutions that safeguard what has real value.
- Health insurance with access to leading hospitals, in Greece and abroad
- Life insurance to secure your family financially
- General insurance for every part of daily life
Investment calculator
See how your capital could grow.
Choose a monthly contribution, a time horizon and a portfolio profile for an illustrative projection.
Equity-led, focused on long-term growth, with larger swings along the way.
- Total contributions
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- Investment returns
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- Projected capital
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Illustrative tool. Returns are hypothetical average annual figures and are not a forecast or guarantee. Tax and fees are not included.
Full calculatorGlobal expertise
Mutual funds from NN Α.Ε.Δ.Α.Κ. and the world’s leading asset managers.
We combine Greek mutual funds from the NN group with exposure to the major global indices such as the S&P 500 and MSCI World.
- Vanguard
- BlackRock
- J.P. Morgan
- Amundi
- Schroders
- Goldman Sachs
Your advisor
Sotiris G. Kopatsaris
Managing Partner of Kopatsaris + Partners, a certified investment and insurance advisor accredited by the Hellenic Capital Market Commission and the Bank of Greece.
A Mechanical Engineer (MEng, Sheffield) with a Master’s in Management, Financial Services stream (MSc, Imperial College London). In 2024 he was ranked first nationwide in premium production among the New Partners of NN Hellas.
