For wealthy families, entrepreneurs, professionals and executives alike, expert advice on investment, financial planning and tax issues is critical to protecting and maximizing personal wealth. Our Private Client Services team specialises in providing just such advice.
We offer a unique service. We have the resources and capabilities to deal with all aspects of your financial affairs under one roof and provide practical and imaginative total wealth management solutions combining sound investment advice*, with efficient tax structures and long-term succession planning.
In Cyprus, investment consulting services are provided by Deloitte Investment Services Limited.
Deloitte Investment Services Limited is regulated by the Cyprus Securities and Exchange Commission.
* Please refer to the MiFID II Notification Letter on your Advisory Services.
Our Services
- Wealth Advisory
- Investment Advice and Financial Planning
- Family Office
- Corporate Investments
- Investment Consulting
Risk Management Disclosures
Basel III Risk Management Disclosures 01.01.2016 - 31.05.2017
Risk Management Disclosures 2015
Announcements
MiFID II Notification Letter on your Advisory Services
To read this Report in full, please click here.
The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.
We operate a free-to-view policy, asking only that you register in order to read all of our content. Please login or register to view the rest of this article.