Services

Wealth Advisory

Winning with clients

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.

Our Services

  • Wealth Advisory
  • Investment Advice and Financial Planning
  • Family Office
  • Corporate Investments
  • Investment Consulting

Client Web Portal

Account Performance and Analytics 

Contact us

Contact us via our online form.

Submit RFP

Submit via our online form

People

Charles Charalambous

Managing Director/Head of Wealth Advisory Services