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Investment & Wealth Advisory Services - Private Client Services

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.

 

Risk Management Disclosures 2012

Risk Management Disclosures 2011

Risk Management Disclosures 2010

Risk Management Disclosures 2009

Risk Management Disclosures 2008

 

*** Please note that calls made to Deloitte Investment Services Limited are recorded and archived for regulatory, training or monitoring purposes. ***

Deloitte Investment Services

  • Wealth Advisory Services publication
    This publications aims to highlight the top quality services offered by Deloitte Investment Services Limited to wealthy families, entrepreneurs, professionals and executives.
  • Regulation
    Deloitte Investment Services Limited is a "Cyprus Investment Firm" (CIF). As a CIF, Deloitte Investment Services Limited, is authorized and regulated in the conduct of its investment business by the Cyprus Securities and Exchange Commission ("CySEC").
  • Client Web Portal
    Account Performance and Analytics
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