Your advisor
Sotiris G. Kopatsaris
MEng · MSc · DIC
Managing Partner, Kopatsaris + PartnersInvestment, Wealth and Insurance AdvisorCommercial Risk Consultant
The approach
One overall picture, with one advisor across the table.
Investment, insurance and risk management are looked at together by a single advisor who knows the whole of the relationship.
Profile
Sotiris G. Kopatsaris is the Managing Partner of Kopatsaris + Partners, and an Investment, Wealth and Insurance Advisor, holding certifications from the Bank of Greece and the Hellenic Capital Market Commission.
He is a Mechanical Engineer, a graduate of the University of Sheffield with studies also at the Technische Universität Dresden in Germany, and holds an MSc in Management from Imperial College London, where he studied as a Future Leaders scholar, having also completed The Global Manager in Europe programme at ESSEC Business School in Paris. Since 2026, he has been reading law at Université Sorbonne Paris Nord.
He specialises in investment strategies and insurance protection for corporate clients and individuals: mutual funds, investment-insurance products, private health and life insurance, and the management and cover of complex business and personal risks.
In parallel, he serves as Managing Director in companies in the hospitality and tourism sector. He is a regular speaker at business conferences and exhibitions in Greece and abroad (Xenia, HORECA, EU SME Assembly).
His business initiatives have been featured by leading international media, such as Newsweek and The Times, and have received the support of the King Charles Foundation in Greece. He has also taken part as an invited representative of Imperial College London at the World Government Summit in Dubai.
Certifications & education
Institutional certification and international education.
Hellenic Capital Market Commission
Certificates A1 & A2
Receipt, transmission & execution of orders in securities (A1) and in derivative products (A2).
Bank of Greece
Insurance Agent
Certificate of Professional Competence for Insurance Agents, and Certificate for Insurance-Based Investment Products (IBIPs).
University of Sheffield
MEng Mechanical Engineering with German
Mechanical Engineer, with part of his studies at the Dresden University of Technology; recipient of The Sheffield Graduate Award.
Imperial College London
MSc Management
Financial Services stream, as a Future Leaders scholarship holder.
ESSEC Business School
The Global Manager in Europe
Programme at ESSEC Business School in Paris, completed alongside the MSc at Imperial College London.
Université Sorbonne Paris Nord
Licence en droit, LLB – Law
2026 – present
2024 distinction
First nationwide among NN Hellas’s new partners.
In 2024, his first full year with the network, he was recognised at the annual NN Hellas top-partners ceremony.
#1
New partner at NN Hellas
First in premium production among all of NN Hellas’s new partners, nationwide.
#36
Overall network ranking
Among all NN Hellas partners, new and experienced alike.
2
Offices
Consistent production across individual and group policies, from Athens and Santorini.
Conferences, talks & distinctions
A presence in Greece and abroad.
Speaking as a representative of Imperial College London, World Government Summit, Dubai 2017 
Speech at the EU’s SME Assembly, Portorož, Slovenia 2021 
Roundtable discussion, Xenia 2025 
Interview on Naftemporiki TV, 2025 
Prince’s Trust graduates’ reception, British Embassy, 2020 
With the CEO of NN Hellas, Ms Filippa Michali, NN Hellas 2025
Who we work with
Individuals, families and businesses.
Individuals & families
Investment planning · Health & life insurance · Property protection
Professionals
Personal capital · Professional liability · Income & family planning
Businesses
Business risk · Group employee schemes · Insurance cover review
Languages
- ELGreek
- ENEnglish
- DEGerman
- FRFrench
- RURussian
- ZHChinese
We choose the tools once we understand what you need.
Every engagement begins with a conversation.
Where you stand today, what you want to achieve, and what we should look at together.