With more than 15 years of trusted experience, Eurobank has proudly offered its Discretionary Portfolio Management Service (DPMS), exclusively to Private Banking clients who seek a trusted partner on their financial journey. Designed for individuals who value a professional, personalised and disciplined approach to wealth management, DPMS combines expert investment oversight with full transparency and control.
DPMS features seven distinct investment strategies, each carefully structured to address a range of investor profiles and market conditions. These strategies are available across Greece, Cyprus, Luxembourg and the United Kingdom, offering flexibility and accessibility for clients with international financial interests.
The strategic asset allocation of each of the seven risk profiles has been set through a time-tested optimisation process that closely aligns risk-appetite and long term expected financial returns. This is the backbone of the DPMS experience whereby clients can safely entrust their financial goals to Eurobank.
Eurobank’s DPMS service benefits from a unique blend of portfolio managers’ hands-on and deep expertise in navigating through both rough and smooth sailing environments, along with investment strategy professionals that provide valuable tactical and longer-term insights. This process takes the form of a dedicated Group-wide Investment Committee that transforms financial complexity into clear, actionable strategies tailored to each client’s risk profile. Supported by advanced evaluation systems and analytical tools, these experts design and implement investment solutions that align with long-term objectives, risk tolerance and liquidity needs.
At the intersection between strategy and action lies a sophisticated investment methodology, centred on carefully selected mutual funds and Exchange Traded Funds (ETFs). Through proprietary analytics, the investment team screens over 3,000 funds sourced from the world’s most prestigious asset managers. This meticulous process blends advanced quantitative analysis with qualitative insights – assessing performance consistency, risk-adjusted returns and alignment with strategic goals – to ensure that each portfolio meets the high standards of our Private Banking clientele.
Highly valued strategic partnerships with the top global participants in the asset management industry, such as JP Morgan and Banca Intesa’s Eurizon, allow DPMS clients to access the premium and most suitable instruments for the achievement of their financial goals through the DPMS experience.
Transparency is a cornerstone of the DPMS experience. Clients receive regular, detailed updates on portfolio structure, transactions and performance – delivered monthly or quarterly, with additional reporting available upon request. This ensures that clients remain fully informed and confident in the management of their assets.
The advantages of the DPMS service in terms of cost savings for clients are very significant. The competitive advantage of discretionary portfolio management, through the inclusion of premium funds and innovative active ETFs institutional share classes, allows clients to benefit from low fees that were once reserved only for institutional rather than private investors.
DPMS is ideal for clients who prefer to delegate the day-to-day management of their investments to trusted professionals, while maintaining oversight and receiving personalised attention. By leveraging the expertise of Eurobank’s investment team, clients benefit from proactive portfolio adjustments in response to market dynamics, economic developments and evolving personal financial goals.
Eurobank’s Discretionary Portfolio Management Service is a comprehensive and refined solution for Private Banking clients. It combines deep investment expertise, strategic customisation and transparent communication to deliver a high-quality, results-driven investment experience with innovation in processes and instruments at its core. Whether the objective is capital preservation, income generation or long-term growth, DPMS provides the tools and insight supporting clients in achieving their goals with personalised care and strategic insight.
- By Aris Papageorgakopoulos, General Manager, Eurobank Asset Management MFMC
This opinion article first appeared in the 2025 edition of The Cyprus Journal of Wealth Management. Click here to view it. To view the full edition, click here
