This site uses cookies to provide you with a more responsive and personalized service. By using this site you agree to our use of cookies. Please read our cookie notice for more information on the cookies we use and how to delete or block them.

Bookmark Email Print page

Investment Consulting, Investment Manager Search and Selection and Performance Monitoring

Skilled portfolio managers are a vital element of a successful investment strategy. Do you know how well yours are doing? Are they making good decisions for you, are their costs reasonable and are they exposing you to the right amount of risk? We can help you answer these questions.

Our investment consulting services give individuals and trustees access to analysis usually only available to large investment institutions. We use our skills to help you feel confident that you have the right people managing your money.

Services:

Investment objectives and portfolio benchmark

  • Analysis of investment objectives, risk tolerance and investment restrictions to create an asset allocation model.
  • Creation of a benchmark for measuring portfolio performance.

Investment manager search and selection

  • A methodical search and selection programme, including manager interviews and scrutiny of investment management companies.
  • Effective fee negotiation with investment managers, based on our in-depth knowledge of their business and financial models.

Ongoing investment manager monitoring

  • Professional monitoring of investment managers to help secure optimum performance.
  • Sophisticated analysis of value delivered and risk taken.
  • Regular reports covering both quantitative and qualitative factors.

As an integral part of this highly personalized service we provide you with regular reporting and face to face meetings, keeping you truly informed of the progress of your portfolio.

Deloitte Investment Services Limited is regulated by the Cyprus Securities and Exchange Commission.

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
Follow:
Get Connected:

 

More on Deloitte:

 


Country Desks: