From ships to securities — all in one place

Supporting a Greek Family Office with Global Investment Oversight

We are pleased to begin working with a large Greek family office with deep roots in the shipping industry and ongoing operational activities in the sector. Alongside their maritime interests, the family office manages a broad and diversified investment portfolio.

They work with a wide range of national and international banks, making consolidated oversight across custodians and jurisdictions an important part of their setup. A key requirement was a solution capable of covering all asset classes—including liquid investments, direct holdings, and vessel-related assets—within one unified framework.

Equally important was the ability to perform detailed analysis on the liquid part of the portfolio, while also maintaining a comprehensive overview of the entire asset base, including strategic and long-term holdings. Our setup enables them to move seamlessly between granular portfolio insights and a holistic perspective.

We look forward to supporting them with a robust and scalable solution that matches the breadth and complexity of their investment activities.