Athlos Capital launches new actively managed investment solution for retail investors
Athlos Capital has announced the launch of the Athlos Balanced Strategy Retail Actively Managed Certificate (AMC), a new investment solution designed to provide retail investors with access to active portfolio management and institutional investment expertise through a diversified, balanced strategy.
The AMC has been designed for retail investors with a balanced risk profile, providing exposure primarily to fixed income, equities and alternative investments within a single professionally managed investment solution.
The new product represents an important step in Athlos Capital’s strategy to bridge the gap between the investment solutions traditionally available to institutional and professional investors and those accessible to the broader investing public.
Rather than requiring investors to select and manage individual investments across different asset classes themselves, the Athlos Balanced Strategy Retail AMC brings them together under a single strategy that is actively managed by Athlos Capital’s investment team. The portfolio can therefore be adjusted over time in response to market developments, investment opportunities and changing conditions, in line with the strategy’s investment objectives.
The AMC is issued by UBS, combining the global financial institution’s product infrastructure with Athlos Capital’s portfolio management expertise and investment approach.
Commenting on the launch, Ioannis Petri, Managing Director of Athlos Capital, said: “Access to institutional investment expertise should not be limited to institutional investors. With the Athlos Balanced Strategy Retail AMC, we are taking another step towards narrowing that gap. Our aim is to offer retail clients access to a diversified, actively managed strategy within a structure that is accessible to them, while maintaining the disciplined investment approach that underpins our portfolio management philosophy.”
The new AMC was presented in Nicosia and Limassol during Athlos Capital’s “Redefining Wealth Management” events. The events included a discussion between UBS representatives and Michael Konstantinou Head of Portfolio Management at Athlos Capital, on bridging the gap between retail access and institutional expertise. Sara Eojourian, Head of Wealth Management at Athlos Capital, shared her perspective on how Athlos is redefining wealth management, highlighting key strengths of our approach, from our investment expertise, active management and robust infrastructure to our focus on delivering tailored solutions for our clients.
The subscription period for the Athlos Balanced Strategy Retail AMC runs from 17 to 30 September 2026. The product will also be available through Sophic (www.usesophic.com), further facilitating access for retail investors through a digital investment platform.
For more information, interested investors can contact Athlos Capital at product@athloscapital.com or +357 22 110 777.
