Who we are

30+ years of experience in the investment industry

Alpha Asset Management MFMC started its journey in 1989. Since then, we have been earning our unit holders’ trust as we have consistently generated value for their investments.

We are a leader in collective investments and a member of the Alpha Bank Group. We have diverse experience in managing mutual funds that make investments in both Greek and international capital markets.

We promote innovation:

• In 2005 we were the first to introduce the Funds of Funds to the Greek market.
• In 2008 we created the first Exchange-Traded Fund (ETF) to invest in the Greek stock exchange.

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Alpha Asset Management in numbers

• 21.84% share in the mutual fund market (31.12.2023), which confirms our leading position and the unit holders’ trust in us.
• 1st across equity mutual funds, with €563 million (31.12.2023) in assets under management.
• 41 internationally recognised mutual funds domiciled in Greece and Luxembourg.
• €4.3 billion in assets under management (31.12.2023) in mutual funds and institutional portfolios.

Our mutual funds boast consistently high returns, which bring them to the highest-ranking positions within their respective classes. The funds invest in the most important international markets and all the developing industries. This makes the world of investments accessible to all.

The investment management capabilities of Alpha Asset Management M.F.M.C. are also demonstrated through the distinctions that Alpha (LUX) Global Funds have received from the internationally known independent investment products rating agency Morningstar®. Morningstar® has rewarded the funds with numerous distinctions after assessing the risk/return relationship of each fund on a monthly basis, compared to its peer fund group. Morningstar's rating as of 30.09.2024 
 

Your assets are in good hands

Our team consists of highly competent executives possessing significant academic qualifications and long experience in investments. Our associates receive constant training in their field so as to always be ahead of the game.

Our portfolio managers boast an impressive history of returns on the mutual funds under their management. The leading positions constantly held by our mutual funds in their respective classes are the best confirmation of our executives’ efficiency.

All our executives are qualified to provide investment services as per the applicable decisions of the Hellenic Capital Market Commission.

Partnerships with international companies

We work with major international investment companies including BlackRock, JPMorgan Asset Management, Goldman Sachs Asset Management, Amundi, Schroders, PIMCO, BNP Paribas Asset Management, Morgan Stanley Investment Management, Franklin Templeton, DWS and Invesco in the context of Funds of Funds management.

Greece: Alpha Mutual Funds

We operate in the Greek market with 38 mutual funds (equity, fixed income, balanced, money market, funds of funds, structured, ETF).

Managed by: Alpha Asset Management MFMC
Custodian: Alpha Bank SA
Supervised by: Hellenic Capital Market Commission

Luxembourg: Alpha (LUX) Global Funds

We have created new funds with international orientation, domiciled in Luxembourg. These funds are intended to cover the needs for investments in international capital markets.

The 3 funds of funds have different investment profiles: defensive, balanced and themes FoF. 

Managed by: Alpha Asset Management MFMC
Custodian: CACEIS Bank S.A.
Supervised by: Luxembourg Financial Sector Supervisory
Commission (Commission de Surveillance du Secteur Financier – CSSF)

The company 

Name: Alpha Asset Management MFMC
Headquarters: 45 Panepistimiou Street (3rd floor), 105 64 Athens, Greece
Telephone: +30 210 326 6505
Email: info@alphaasset.gr
General Electronic Commercial Registry (GEMI) No.: 920101000
EC Licence No.: 21/2/19.05.1989 & 16/391/20.07.2006
Legal Entity Identifiers (LEI): 213800SHGGWDBFVRPS03
Founded on: 5 October 1989
Equity: €65,576,775.95 (31.12.2023)
Share capital: €25,840,000 (31.12.2023)
Shareholder: Alpha Holdings Single Member SA

Board of Directors

Chairperson, Non-Executive Member: Alexios Pilavios
Vice Chairperson and CEO, Executive Member: Panagiotis Antonopoulos
Executive Members: Ioannis Chaveles, Christos Bossolis
Independent, Non-Executive Members: Margarita Katsimi, Nikolaos Koutsos

Financial Services / Auditors

CFO: Georgios Markou
Internal Auditor: Internal Control Division, Alpha Bank
Mutual Funds Certified Auditors – Accountants: Deloitte Certified Public Accountants SA
Company Certified Auditors – Accountants: Deloitte Certified Public Accountants SA