Asset Management

   In terms of wealth management our asset management department offers specialized services of a live portfolio management which are custom made depending on each client’s investment objectives and risk profile.


 BETA-Z Trade Online Trading

Online order execution for equities and derivatives, portfolio and cash movements monitoring with simultaneously full real-time prices through the reliable and secure ZTrade Trading platform.
 International Markets

Apart from the Greek and Cypriot equities and derivatives markets, we offer execution services in cooperation with major international brokers in all the major international markets around the world (Euronext, Xetra, NYSE , Nasdaq etc).



Beta Securities SA offers a wide range of corporate finance services including:

  • Advisory services on M&A’s
  • Underwriting services including advisory services on Initial Public Offerings and remarkable in-house underwriting capability.
  • Advisory services and Co-underwriting of bond issues (straight and convertibles)
  • Advisory services on private placements and family business restructuring.
  • Advisory services on project finance in co-operation with Greek corporate banks.


  • Finding possible strategic investors and / or buyers. Creating contacts
  • Preparation of Information Memorandum
  • Deal Structure
  • Company Valuation
  • Supervision of Legal and Corporate Auditing
  • Value creation through M&A’s – Risk management
  • Providing support to the client, on a turn-key basis i.e. until completion of the project.


  • Preparation of Information Memorandum
  • Preparation of Business Plan
  • Peer group comparable valuation
  • Peers / competitors stock price performance
  • Future financial estimates and targets
  • Participation in all the levels of preparation, submission and examination of the file, till the final approval from the appropriate stock exchange committee.
  • Participation in choosing the Main Underwriter and to the joint underwriting team
  • Support to the Main Underwriter for financial and legal auditing and the company’s valuation


  • Modulation of the prerequisite actions for the successful bond issuing
  • Determination of the bond terms and negotiations with the banks
  • Making contacts with possible institutional investors for a successful placement
  • Preparation of Information Memorandum and company presentations to institutional investors