Altis Wealth Management

Altis Wealth Management is a premier wealth management firm based in Athens, Greece, specializing in delivering personalized financial planning and investment management services to high-net-worth individuals, family offices, and institutional clients. Founded in 2019, the firm provides clients with expert guidance on managing their wealth through a combination of strategic investment, tax optimization, and estate planning. Altis Wealth Management is known for its focus on creating long-term, sustainable wealth growth strategies tailored to the specific needs and goals of each client.

The firm was founded by Nikos Alexandrou, a financial expert with extensive experience in wealth management and global financial markets. Altis Wealth Management employs a team of 30 professionals, including wealth managers, financial advisors, and legal experts, who offer a broad range of services, including portfolio management, retirement planning, tax advisory, and legacy planning. The firm works closely with clients to create bespoke financial plans that ensure the effective management and growth of their wealth.

Altis Wealth Management is particularly recognized for its Tax Optimization and Wealth Structuring Services, helping clients navigate complex tax regulations and create tax-efficient structures that maximize their financial returns. The firm also excels in Philanthropic Advisory, assisting clients in developing philanthropic strategies that align with their values and contribute to long-term social impact.

The company’s core values are integrity, performance, and long-term success. Altis Wealth Management is dedicated to building enduring relationships with its clients by providing transparent, results-driven financial advice. In 2023, the firm reported assets under management (AUM) of approximately €350 million, positioning it as one of the top wealth management firms in Greece.

Looking forward, Altis Wealth Management aims to expand its focus on sustainable investing by incorporating more environmental, social, and governance (ESG) criteria into its investment strategies. The firm is also exploring the use of advanced financial technologies, such as artificial intelligence and data analytics, to enhance its portfolio management services and provide clients with cutting-edge financial insights.