Global Expertise, Local Trust
Panos has over 17 years’ experience in wealth management, global markets, and multi-asset investing. He provides bespoke advice to high-net-worth clients, families, and organisations, helping them achieve their goals with clarity and purpose.
A CFA charter holder with a global perspective, Panos held senior roles in London at Morgan Stanley, Barclays and Safra Sarasin, advising some of Europe’s most sophisticated clients. Prior to joining Ord Minnett, he served as an Investment Specialist and Fixed Income Trader at Citigroup and JBWere.
Investments Excellence and Holistic Advice
Across multiple economic cycles, Panos has built deep expertise in portfolio construction, delivering resilient multi-asset solutions across growth, fixed-income and alternative assets. He orchestrates an integrated network of specialist teams including investment strategy, financial planning, philanthropy and estate planning, alongside external tax and legal advisers, so clients experience optimal efficiency and peace of mind.
Client-Partnership Approach
Panos is committed to a genuine client-partnership model. By fully aligning with each client’s core values, unique needs, and objectives, he enables them to fulfill their financial vision with confidence. His purpose is to build enduring trust by combining world-class investment excellence with an uncompromised, premium client experience.
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