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Petros Petrocostas

Petros Petrocostas

Financial Wellbeing Advisor

0.0

(0 reviews)

Nicosia, Cyprus

Greek, English

0+ sessions

Specialization

Budgeting & Expense ManagementDebt Reduction StrategiesSavings & Investment PlanningRetirement & Pension PlanningFinancial Goal Setting

About

With over 20 years of experience in the investment industry, I have built a career leading asset management, governance, and advisory functions across multiple client types and market cycles. Over this period, I have headed an asset management function responsible for more than €1.5bn in assets under management, designing and implementing investment frameworks that balance performance, risk, and regulatory constraints. In parallel, I have chaired MiFID‑regulated entity boards and investment committees, providing independent oversight, ensuring robust governance, and aligning investment decisions with clearly defined mandates and risk appetites. This combination of executive responsibility and board‑level stewardship has given me a comprehensive view of how investment policies translate into day‑to‑day portfolio construction and long‑term outcomes. I advise corporates, family offices, funds, and high‑net‑worth individuals, helping them navigate strategic asset allocation, manager selection, and risk management in a disciplined, data‑driven way. My work spans both discretionary and advisory contexts, from designing investment processes and reporting frameworks to acting as a sparring partner for internal CIOs and principals. Throughout, I focus on clear communication of complex ideas, robust downside protection, and alignment between investment strategy and each client’s specific objectives, constraints, and governance structure.

Qualifications

MS

Languages

Greek
English

Locations

Eratosthenous 14