Services

Wealth Advisory

Winning with clients

For wealthy families, entrepreneurs, professionals and executives alike, expert consulting on investment, financial planning and tax issues is critical to protecting and maximising personal wealth. Our Private Client Services team specialises in providing just that.

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 consulting, with efficient tax structures and long-term succession planning.

The specialist nature of our work enables us to draw on resources with diverse and in-depth experience in investment consulting on all stages of the investment management process, from investment framework reviews and strategy  development, through to private wealth planning and structuring, to specialist and bespoke investment & wealth advisory solutions.

Our services

  • Investment consulting:
    • Investment governance
    • Investment Manager Evaluation and Surveillance
    • Global Asset Allocation & Performance Advisory
  • Private wealth: Wealth planning
  • Specialty services: Valuation & Modelling

Key Contact

Wadih Canaan

Wadih Canaan

Risk Advisory Director

Wadih is a Director in Risk Advisory at Deloitte in Cyprus and leads the Investment & Wealth Advisory Services team. Wadih's primary mandate is the servicing of Middle East and Cyprus clients, both in... More