Cyprus: Wealth Advisory Services - Winning With Clients


For wealthy families, entrepreneurs, professionals and executives alike, expert advice on investment, financial planning and tax issues is crucial to protecting and maximising personal wealth. Our team of professionals specialise in providing just such advice.

Our wealth advisory services for high net worth individuals are focused on helping clients achieve their long term wealth planning objectives and needs as well as meeting their ongoing financial obligations.

Why Deloitte?

We are an integral part of the Deloitte global network which employees 245,000 professionals over 150 locations thus our team possesses a breadth of international experience and technical expertise. We understand the complexities of the tax, investment, pension and estate planning, even on an international scale. This enable us to see the big picture and means we can offer an integrated approach that quite simply delivers more for our clients.

We provide clients with specialised wealth advisory services and provide innovative solutions to their needs. Our professional resources are matched by a mindset that strives for excellence. We are proud of our ability to think innovatively and to develop tailor made solutions. We believe this delivers truly independent advice that helps our clients meet the challenges of a constantly evolving financial environment and realise their goals.

Our Services

  • Wealth preservation
  • Trust and estate planning


At different stages in an individual's life the financial priorities and requirements change especially in today's uncertain tax and legislative environment.

Why Deloitte?

Our key strength is our independence, which enables us to offer fee based investment advice to our clients. We work closely with our clients on an ongoing basis assisting them in achieving their long term goals.

We are cognisant that when most clients come to us they have already made some investments be it pension, property etc. In developing our financial plans we review existing investments, clients' short term and long term goals, attitude to risk and their individual circumstances.

Our Services

  • Assess your risk profile (i.e. risk tolerance)
  • Assist you to develop your own investment plan
  • Select investment managers / products which are most appropriate to implement your investment plan
  • Assist you to select the most appropriate investment vehicle for your investments e.g. pension/direct/company/investment fund
  • Review and ongoing monitoring of your portfolio against the agreed criteria.


There are many challenges and important responsibilities that accompany wealth accumulation. With time and asset growth, the role of the family office becomes even more important as its members aim to keep on top of myriad investment, reporting, philanthropic and planning activities.

Why Deloitte?

As an advisor to many of the world's affluent families and family offices, Deloitte serves both as a unique, full-service multifamily office and as advisors to newly formed and mature family offices. Our ultimate goal is to strengthen and sustain the family legacy for many generations.

Our experienced Family Office Services private client professionals bring you an independent point of view. Our advice is derived from our business experience, our technical depth, our independent research and our market knowledge which is enriched by the support of other Deloitte member firms around the world.

Our Services

  • Family education and communication. Developing a communications strategy and planning and facilitating meetings and financial education for family members
  • Income tax and wealth transfer planning. Developing strategies and compliance procedures for wealth transfer, tax, insurance, business succession, among others
  • Family partnerships. Advising on composition and implementation of entity structures, their reporting and tax compliance
  • Charitable planning and private foundations. Identifying appropriate charitable structures, conducting tax planning and compliance and providing accounting services and financial reports
  • Investment consulting. Assist with development of investment policies, asset allocation investment manager search and selection and performance monitoring
  • Structuring private business investments. Serving as advisors for financial due diligence, structuring and reporting
  • General business services. Fulfilling a range of business needs for the office itself from strategic planning to entity structuring, risk management, human capital matters, and tax compliance.


While you may have some ideas about what types of investments to own, a financial advisor can offer you the professional expertise and insight that you may not have. Our professionals can help you with this and provide you with just such advice.

Why Deloitte?

Our investment advisors have the reputation of trusted advisors possessing years of experience handling clients' investment and financial affairs and experience in sophisticated quantitative financial models.

Our offer an integrated service – ability for investment plan to be coordinated with overall financial and tax planning strategies.

Our Services

  • Providing unbiased and professional investment advice
  • Evaluating and managing investment
  • Availing of efficient tax structures
  • Maximising returns on cash
  • Developing Investment Policy Statement documents.


Independent Investment monitoring and reporting is a vital element to the growth of your personal wealth. It requires continuous supervising to make sure it stays on track and avoids any nasty surprises due to lack of compliance with approved investment mandates.

Investment risk reporting information is key to any investor regardless of the size of the portfolio. Our service offerings can provide detailed analysis of risk exposures in all assets classes in a client's investment portfolio.

Why Deloitte?

Deloitte's Investment Monitoring and Reporting service offers individuals, trustees, and corporate directors, access to analysis only usually available to large investment institutions. We use our skills and tools to help you feel confident that you can rely on the people you are trusting your wealth.

As an integral part of the highly personalised offered service we provide you with regular reporting, can attend face to face meetings with your investment managers, and work closely with you keeping you truly informed of the progress of your wealth.

Our Services

Investment performance and portfolio benchmarking

  • Analysis and review of investment objectives, investment restrictions, asset allocation, and investment performance
  • Creation of a suitable benchmark for measuring portfolio performance
  • Negotiate pricing and costs with third party providers upon client's request

Risk Analytics

  • Review mandates to ensure alignment with your risk profile
  • Continuous risk/return ratio monitoring and optimisation
  • Credit scoring of banks where your cash is kept

Ongoing investment manager monitoring

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

The content of this article is intended to provide a general guide to the subject matter. Specialist advice should be sought about your specific circumstances.

To print this article, all you need is to be registered on

Click to Login as an existing user or Register so you can print this article.

Panikos G. Teklos
Some comments from our readers…
“The articles are extremely timely and highly applicable”
“I often find critical information not available elsewhere”
“As in-house counsel, Mondaq’s service is of great value”

Related Topics
Related Articles
Up-coming Events Search
Font Size:
Mondaq on Twitter
Mondaq Free Registration
Gain access to Mondaq global archive of over 375,000 articles covering 200 countries with a personalised News Alert and automatic login on this device.
Mondaq News Alert (some suggested topics and region)
Select Topics
Registration (please scroll down to set your data preferences)

Mondaq Ltd requires you to register and provide information that personally identifies you, including your content preferences, for three primary purposes (full details of Mondaq’s use of your personal data can be found in our Privacy and Cookies Notice):

  • To allow you to personalize the Mondaq websites you are visiting to show content ("Content") relevant to your interests.
  • To enable features such as password reminder, news alerts, email a colleague, and linking from Mondaq (and its affiliate sites) to your website.
  • To produce demographic feedback for our content providers ("Contributors") who contribute Content for free for your use.

Mondaq hopes that our registered users will support us in maintaining our free to view business model by consenting to our use of your personal data as described below.

Mondaq has a "free to view" business model. Our services are paid for by Contributors in exchange for Mondaq providing them with access to information about who accesses their content. Once personal data is transferred to our Contributors they become a data controller of this personal data. They use it to measure the response that their articles are receiving, as a form of market research. They may also use it to provide Mondaq users with information about their products and services.

Details of each Contributor to which your personal data will be transferred is clearly stated within the Content that you access. For full details of how this Contributor will use your personal data, you should review the Contributor’s own Privacy Notice.

Please indicate your preference below:

Yes, I am happy to support Mondaq in maintaining its free to view business model by agreeing to allow Mondaq to share my personal data with Contributors whose Content I access
No, I do not want Mondaq to share my personal data with Contributors

Also please let us know whether you are happy to receive communications promoting products and services offered by Mondaq:

Yes, I am happy to received promotional communications from Mondaq
No, please do not send me promotional communications from Mondaq
Terms & Conditions (the Website) is owned and managed by Mondaq Ltd (Mondaq). Mondaq grants you a non-exclusive, revocable licence to access the Website and associated services, such as the Mondaq News Alerts (Services), subject to and in consideration of your compliance with the following terms and conditions of use (Terms). Your use of the Website and/or Services constitutes your agreement to the Terms. Mondaq may terminate your use of the Website and Services if you are in breach of these Terms or if Mondaq decides to terminate the licence granted hereunder for any reason whatsoever.

Use of

To Use you must be: eighteen (18) years old or over; legally capable of entering into binding contracts; and not in any way prohibited by the applicable law to enter into these Terms in the jurisdiction which you are currently located.

You may use the Website as an unregistered user, however, you are required to register as a user if you wish to read the full text of the Content or to receive the Services.

You may not modify, publish, transmit, transfer or sell, reproduce, create derivative works from, distribute, perform, link, display, or in any way exploit any of the Content, in whole or in part, except as expressly permitted in these Terms or with the prior written consent of Mondaq. You may not use electronic or other means to extract details or information from the Content. Nor shall you extract information about users or Contributors in order to offer them any services or products.

In your use of the Website and/or Services you shall: comply with all applicable laws, regulations, directives and legislations which apply to your Use of the Website and/or Services in whatever country you are physically located including without limitation any and all consumer law, export control laws and regulations; provide to us true, correct and accurate information and promptly inform us in the event that any information that you have provided to us changes or becomes inaccurate; notify Mondaq immediately of any circumstances where you have reason to believe that any Intellectual Property Rights or any other rights of any third party may have been infringed; co-operate with reasonable security or other checks or requests for information made by Mondaq from time to time; and at all times be fully liable for the breach of any of these Terms by a third party using your login details to access the Website and/or Services

however, you shall not: do anything likely to impair, interfere with or damage or cause harm or distress to any persons, or the network; do anything that will infringe any Intellectual Property Rights or other rights of Mondaq or any third party; or use the Website, Services and/or Content otherwise than in accordance with these Terms; use any trade marks or service marks of Mondaq or the Contributors, or do anything which may be seen to take unfair advantage of the reputation and goodwill of Mondaq or the Contributors, or the Website, Services and/or Content.

Mondaq reserves the right, in its sole discretion, to take any action that it deems necessary and appropriate in the event it considers that there is a breach or threatened breach of the Terms.

Mondaq’s Rights and Obligations

Unless otherwise expressly set out to the contrary, nothing in these Terms shall serve to transfer from Mondaq to you, any Intellectual Property Rights owned by and/or licensed to Mondaq and all rights, title and interest in and to such Intellectual Property Rights will remain exclusively with Mondaq and/or its licensors.

Mondaq shall use its reasonable endeavours to make the Website and Services available to you at all times, but we cannot guarantee an uninterrupted and fault free service.

Mondaq reserves the right to make changes to the services and/or the Website or part thereof, from time to time, and we may add, remove, modify and/or vary any elements of features and functionalities of the Website or the services.

Mondaq also reserves the right from time to time to monitor your Use of the Website and/or services.


The Content is general information only. It is not intended to constitute legal advice or seek to be the complete and comprehensive statement of the law, nor is it intended to address your specific requirements or provide advice on which reliance should be placed. Mondaq and/or its Contributors and other suppliers make no representations about the suitability of the information contained in the Content for any purpose. All Content provided "as is" without warranty of any kind. Mondaq and/or its Contributors and other suppliers hereby exclude and disclaim all representations, warranties or guarantees with regard to the Content, including all implied warranties and conditions of merchantability, fitness for a particular purpose, title and non-infringement. To the maximum extent permitted by law, Mondaq expressly excludes all representations, warranties, obligations, and liabilities arising out of or in connection with all Content. In no event shall Mondaq and/or its respective suppliers be liable for any special, indirect or consequential damages or any damages whatsoever resulting from loss of use, data or profits, whether in an action of contract, negligence or other tortious action, arising out of or in connection with the use of the Content or performance of Mondaq’s Services.


Mondaq may alter or amend these Terms by amending them on the Website. By continuing to Use the Services and/or the Website after such amendment, you will be deemed to have accepted any amendment to these Terms.

These Terms shall be governed by and construed in accordance with the laws of England and Wales and you irrevocably submit to the exclusive jurisdiction of the courts of England and Wales to settle any dispute which may arise out of or in connection with these Terms. If you live outside the United Kingdom, English law shall apply only to the extent that English law shall not deprive you of any legal protection accorded in accordance with the law of the place where you are habitually resident ("Local Law"). In the event English law deprives you of any legal protection which is accorded to you under Local Law, then these terms shall be governed by Local Law and any dispute or claim arising out of or in connection with these Terms shall be subject to the non-exclusive jurisdiction of the courts where you are habitually resident.

You may print and keep a copy of these Terms, which form the entire agreement between you and Mondaq and supersede any other communications or advertising in respect of the Service and/or the Website.

No delay in exercising or non-exercise by you and/or Mondaq of any of its rights under or in connection with these Terms shall operate as a waiver or release of each of your or Mondaq’s right. Rather, any such waiver or release must be specifically granted in writing signed by the party granting it.

If any part of these Terms is held unenforceable, that part shall be enforced to the maximum extent permissible so as to give effect to the intent of the parties, and the Terms shall continue in full force and effect.

Mondaq shall not incur any liability to you on account of any loss or damage resulting from any delay or failure to perform all or any part of these Terms if such delay or failure is caused, in whole or in part, by events, occurrences, or causes beyond the control of Mondaq. Such events, occurrences or causes will include, without limitation, acts of God, strikes, lockouts, server and network failure, riots, acts of war, earthquakes, fire and explosions.

By clicking Register you state you have read and agree to our Terms and Conditions