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Personal Wealth Planning

Our wealth planning services for high net worth individuals are directed at helping clients achieve their long term wealth planning objectives and needs as well as meeting their on-going obligations.

Our wealth advisory experts provide clients with specialized wealth advisory services and provide innovative solutions to their needs.

Services:

  • Wealth protection and transmission
  • Trust and estate planning

 

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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