Optima Bank S.A. (C59)

Overview

Optima Bank S.A., formerly known as Investment Bank of Greece S.A., is a comprehensive financial institution based in Marousi, Greece. Founded in 2000, the bank underwent a name change in October 2019, reflecting its broadened focus and commitment to offering a wide range of financial services. Optima Bank S.A. operates primarily within Greece, specializing in banking, brokerage, and investment banking services tailored to both individuals and businesses.

Products and Services

• Accounts for Individuals and Businesses: Optima bank S.A. offers a variety of account types to suit the diverse needs of its customers, ranging from basic checking accounts to more specialized business accounts designed to support companies of all sizes.
• Housing Loans, Working Capital Finance, and Mid-Term Loans: The bank provides financial solutions for personal and professional growth, including housing loans for personal property investments, working capital finance to support businesses' day-to-day operations, and mid-term loans for larger, more strategic business investments.
• Investment Products: A wide range of investment options is available, including mutual funds, bonds, equities, derivatives, margin accounts, and foreign exchange products. These offerings are designed to meet the investment goals and risk tolerances of a broad client base.
• Bills of Lading and Letters of Guarantee: For businesses involved in trading and shipping, Optima bank S.A. provides essential documents such as bills of lading and letters of guarantee, facilitating smooth and secure transactions.
• Debit and Credit Cards: Offering a selection of debit and credit cards, the bank meets the everyday financial needs of its customers, providing the convenience of cashless payments along with various benefits and rewards.
• Payment and Fund Transfer Processing Services: Secure and efficient payment solutions and fund transfer services are available, enabling both individual and corporate clients to manage their finances effectively.
• Private Banking Services: For high-net-worth individuals, Optima bank S.A. offers bespoke private banking services, including dedicated account management, tailored investment advice, and exclusive financial products.
• Portfolio Management Services: Expert portfolio management is provided to help clients achieve their investment objectives, whether they seek growth, income, or preservation of capital.
• Investment Banking Services: The bank's investment banking division offers specialized services such as mergers and acquisitions, equity capital markets, and corporate finance advisory services. These are targeted at businesses looking to grow, restructure, or enhance their market positioning.