Yannis Karipsiadis

Senior Wealth Adviser- Private Client Services
Yannis Karipsiadis

About Yannis

Yannis is a veteran when it come to investments.

His track record of double/triple digit performance when it comes to trading and investing, combined with his long experience in developing, scaling and exiting technology startups, are a hard proof of his passion for Financial Planning and Wealth Management.

His mandra of Cash-flow creation through multiple income streams, can help a client with quick wins and great confidence. Putting a client's interest first, is not easy to find nowadays.

Yannis has a holistic, analytical, in-depth approach, that helps any client learn, set challenging targets and get started on an exciting journey to real Wealth and Financial Freedom.

His limitless energy and curiosity, will always bring the latest trends and opportunities in front. After testing them with his own money first, Yannis will simplify and present them to the client.

Today, he serves multiple clients from Beverly Hills, to Europe and Middle East, Africa and Asia.

His passion is serving and protecting the entrepreneurs and C-Level executives, securing a good level of Passive Income, protecting their families and business, in order to enjoy their lives to the fullest.

Yannis started as n Engineer in the US, having graduated with honors from Northeastern University (Boston), Bentley (Boston) and Stanford (California). This background helps with testing and modeling success cases into a money-machine for the client. Not a typical Financial Adviser, but an out-of-the box disrupter that will elevate your lifestyle.


  • Stanford University Graduate School of Business and Engineering
  • Northeastern University MSc in Engineering Management
  • Bentley University Diploma in Digital/ Direct Marketing
  • CISI International Certificate in Wealth Management
  • LIBF ongoing

Yannis Karipsiadis

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    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

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