Your advisor
Sotiris G. Kopatsaris
MEng · MSc · DIC — Managing Partner, Investment, Wealth & Insurance Advisor, Commercial Risk Consultant.
Profile
Sotiris G. Kopatsaris is the Managing Partner of Kopatsaris + Partners and a certified investment and insurance advisor accredited by the Hellenic Capital Market Commission and the Bank of Greece.
He specialises in shaping integrated investment strategies and insurance protection solutions for corporate clients and individuals. His work covers mutual funds, investment-insurance products, the management and cover of complex business and personal risks, and private health and life insurance.
In parallel, he serves as Managing Director in companies in the hospitality and tourism sector. He is a regular speaker at business conferences and exhibitions in Greece and abroad (Xenia, HORECA, EU SME Assembly).
His business initiatives have been recognised by Newsweek and have received the support of the European Investment Fund (EIF) and the King Charles Foundation in Greece, while he has taken part as an invited representative of Imperial College London at the World Government Summit in Dubai.
Certifications & education
Institutional certification and international education.
- Hellenic Capital Market Commission Certificate A1 — receipt, transmission & execution of orders in securities. Certificate A2 — the same for derivative products.
- Bank of Greece Certificate of Professional Competence for Insurance Agents. Certificate for Insurance-Based Investment Products (IBIPs).
- University of Sheffield Mechanical Engineer (MEng), with part of his studies at the Dresden University of Technology.
- Imperial College London MSc in Management, Financial Services stream, as a Future Leaders scholarship holder. Also a graduate of “The Global Manager in Europe”, ESSEC Paris.
Distinctions
Premium production 2024.
- #1 New Partner of NN Hellas across Greece
- #36 in the ranking among 1,350 partners of the NN Hellas network
- Top 2.6% of NN Hellas partners
- Newsweek recognition of business initiatives
Conferences, talks & distinctions
A presence in Greece and abroad.
-
Keynote Address, EU SME Assembly 2021, Slovenia -
Roundtable discussion, Xenia 2025 -
Interview on Naftemporiki TV, 2025 -
Prince’s Trust graduates’ reception, British Embassy, 2020 -
NN Hellas top partners award ceremony, 2025 -
With CEO Ms Filippa Michali and CSO Mr Dionysis Nodaros, NN Hellas 2025
Languages
Greek · English · German · French · Russian · Chinese
