Alpha Asset Management presents Alpha Global Allocation Balanced Fund to UniCredit Romania

As part of the strategic partnership between Alpha Bank and UniCredit, Alpha Asset Management presented the Alpha Global Allocation Balanced Fund on November 6 at UniCredit’s Annual Workshop for the Affluent Segment (Strategy, Sales and Products) and Private Banking, held at the Bank’s headquarters in Romania.
The event marked the launch of the fund in the Romanian market—another step in expanding the Company’s international footprint.

Alpha Asset Management was represented by members of its Management and Investment teams, while UniCredit was represented by executives from Italy and Romania, together with more than 90 members of the local network.
Opening the presentation, Panagiotis Antonopoulos, CEO of Alpha Asset Management, referred to Alpha Bank’s 140-year history and the Company’s 35 years of experience in asset management, with €7.3 billion in assets under management, of which €4.1 billion are invested in international markets. As he noted, “Alpha Asset Management combines the consistency of an institutional manager with the agility of a boutique firm, offering solutions that address the real needs of the investors.”

Alpha Global Allocation Balanced Fund was presented by Investment team members Christos Bossolis, Alexis Ballian, and Alexis Baltas, which is the largest mutual fund in the Greek market. The fund’s strategy combines equities of leading international companies, high-quality bonds, and commodities, delivering both growth and stability in a single solution. With a strong emphasis on diversification, risk management, and the integration of ESG principles, the fund reflects the message: “Alpha Global Allocation Balanced Fund: One solution, two strengths,” leveraging the Company’s deep expertise in asset allocation and risk management to generate sustainable long-term performance.
As Mr. Antonopoulos highlighted, it is an “all-weather” investment solution, with a robust 13-year performance track record, capable of serving as the core of any portfolio.
This initiative reaffirms the Group’s strategic priority of international expansion and value creation for both shareholders and Clients, positioning Alpha Asset Management as a reliable asset manager and harnessing the synergies of its strategic partnership with UniCredit.