Investment Advisory Services

Whitetip Investments, through its network of financial institutions in Greece and abroad, which function as asset custodians of our customers, it is able to provide high quality and personalized services on the basis of the innovative Investment Advisory Services by our company.



Our fundamental principle is the risk-return function. We provide Investment Advice to individuals and professional investors, initially by risk management and using all the investment tools. In essence, we operate a reference portfolio by adjusting it to the client’s risk profile, always in line with the expected performance. Our basic principles are:

  • We invest exclusively in equities, ETFS (listed mutual funds) and cash
  • We use derivatives only to protect the portfolio against changes in prices and exchange rates
  • We only recommend highly tradable and instantly liquid goods
  • We are approaching the bond market only through ETF’S to avoid the risk of the individual issuer
  • We propose that there is no equity exposure to a shareholding of more than 2.5% of the existing portfolio
  • We select our proposals from a 250 focus list, distributed across all industries and geographical areas
  • We monitor all the portfolios daily and continuously
  • The customer can choose the professional of his choice
  • We have on-line access to analysis departments of three global banks



Your idea, Our Dream

The multi-faceted business as well as the international contacts of our group enable us to take advantage of current developments in Greece. The Corporate Finance division of Whitetip Investments AEPEY provides:

  • Drawing up plans to restructure loans and obligations of companies
  • Finding Capital for Business Development
  • Search for strategic investors from Greece and abroad
  • Active participation in Redemption and Merger Plans

Transform a great idea into profitable business

  • Provide startup fundraising services from Pre-seed till Series B Rounds on a transparent basis with simple terms.
  • As part of our startup fundraising campaigns, we source, evaluate, profile and approach accredited investors from a wide pool of HNWIs and institutional investors, business angels, family offices, VCs and private equity funds.
  • Assist in deal negotiations and consult on term sheets and equity structuring.
  • Facilitate founders to network with other entrepreneurs, mentors, investors and professionals and explore collaboration opportunities along with exchanging business leads within our company.


Financial Restructuring and Turnaround

  • Assist Distressed companies in debt or capital restructuring and negotiating M&A transactions with international strategic or fund investors.
  • Help lenders and debtors to optimize the results of underperforming businesses and save the business of distressed companies.
  • Review the strategic options – refinancing, divestment of non-core divisions, financial restructuring or other and facilitate negotiations with the banks or other lenders.
  • Propose the finance-raising approach or identify potential sources of financing through our network of specialized institutional investors.
  • Explore likely return requirements of potential investors


Mergers & Acquisitions (M&A) Advisory

  • We help clients develop appropriate growth strategies based on their goals, and get prepared to capitalize on opportunities during the merger & acquisition process.
  • We provide strategic advice, support the execution of a deal and advise on fundraising both for sell-side and buy-side.

Sell-side advisory services

  • Identify, short list, and facilitate engagements with strategic and financial buyers.
  • Pursue mergers, acquisitions, and partnerships within and across borders in traditional and emerging markets.
  • Analyzing shareholder alternatives.
  • Assist clients to evaluate proposals and negotiate up to deal closure.

Buy-side advisory services

  • Identify and approach potential acquisition target on behalf of the client.
  • Facilitate introductions to key targets and partners in both traditional and emerging markets.
  • Evaluate and arrange financing alternatives.
  • Assist in negotiation, structuring and closing of the transaction with the seller and financing source.


Widen your investments horizons

  • We work with a wide pool of HNWIs and institutional investors, business angels, family offices, venture capital and private equity funds, offering them access to investment opportunities and supporting them throughout the project selection process.
  • We review potential opportunities identified by our clients based on information they provide.
  • Our expertise and in-depth knowledge of both local and global business issues, help bring innovative ideas and deliver dynamic solutions to add value to our clients’ businesses, offering them the financial advice they need in order to clearly understand their options, opportunities and exposures.