Cyprus: 财富管理咨询服务 - 携手共赢

Last Updated: 29 October 2018
Article by Panikos G. Teklos
Most Read Contributor in Cyprus, December 2018

关于我们

德勤塞浦路斯拥有680余名专业人员,在塞浦路斯所有主要城市均设有办事处,是该国规模最大、增 长最快的专业服务机构之一,为客户提供全方位服务。德勤全球拥有近264,000 名员工,遍及全球逾 150个国家和地区。作为德勤全球网络的组成部分,德勤塞浦路斯能够利用德勤全球知识共享平台, 结合本地实际情况,采用独特方式,有效开展业务。该成员所已在塞浦路斯成功运营60年,奠定了 坚实的业务基础。

私人财务管理服务是一种较为敏感且高度个性化的服务。服务机构与客户之间需坦诚沟通,共同分 析客户目前的具体状况、个人偏好以及长期投资计划。Deloitte Limited及具合法资质的投资咨询专 业机构Deloitte Investment Services Limited提供全面的私人财务管理服务,旨在充分满足您、您的 家族及企业的相关需求。

与客户建立长期、深厚的合作关系是我们的不懈追求。我们坚信这是为客户提供可靠咨询服务的关 键,也是协助客户实现财富规划目标的必备条件。我们与客户长期保持相互尊重、相互信任的合作 关系,并以此为基础提供优质服务,在业界建立了良好声誉。我们也期待与您合作。

我们的服务

我们的专业人员能够为超高净值和高净值人士、富裕家族以及中间市场机构(公司、养老金和储备 基金)提供包括财务和规划战略在内的投资方案,以及完整的综合性财富管理咨询方案。

我们的具体服务包括:

  • 财富管理咨询
    创新方案,量身打造
    我们的财富管理咨询专家能够为客户制定创新解决方案,提供专业的财富管理咨询服务。 德勤财富规划服务旨在帮助客户实现其长远财富规划目标和需求,并始终如一地履行其 经济义务。
  • 投资咨询与财务规划
    独立原则,关键优势
    每个人的财务重点和要求会在人生不同阶段发生变化。我们通过自身具备合法资质的塞 浦路斯投资机构与客户建立长期合作关系,协助客户实现短期、中期和长期目标。我们 在制定财务方案的过程中会对客户做全方位了解,包括客户当前的投资情况、短期及长 期需求、对待风险的态度、知识与经验,以及个体境遇等。
  • 家族办公室
    立足前沿,放眼长远
    我们持续为超高净值人士提供家族办公室服务。我们的服务目标是帮助客户维护并巩固 家族产业,实现家族产业的世代传承。我们的员工具备深厚的专业知识和丰富的从业经 验,能够为客户提供有力协助。我们对于财富积累过程中日益增加的复杂因素有着深刻 的认识,同时也深谙企业管治以及针对财务、投资及税务问题实施专业、独立监管的重 要性。
  • 企业投资
    专业咨询,值得信赖
    我们为企业提供广泛的投资服务,包括提高现金回报率、构建高效的税务架构、提供独 立的投资建议等。在养老金/储备基金方面,我们遵照适用法规编制投资政策说明书,并 根据不同的风险报酬率、资产负债率以及客户的特定需求为企业提供基金投资建议。
  • 投资监控与报告服务
    全面分析,增值关键
    独立的投资监控与报告是客户个人财富增长的关键要素。我们提供细致入微的风险分析 服务,涵盖客户投资组合中的所有资产类别。

德勤的独特优势

专业团队
对于富裕家族、企业家、专业人士和企业高管来说,在投资、财务规划和税务方面获取专业建议 是保护和提升个人财富的关键。我们的私人客户服务团队能够针对这一领域提供专业建议。

全面视角
我们的团队与德勤全球专业人员建立了紧密联系,能够获得广泛的国际经验和独有的技术专精支 持。我们对于全球范围内税务、投资、养老金以及遗产规划相关的复杂因素均有充分了解,因而 能够统揽全局,提供综合性方案,进而为客户创造更大价值。

灵活思维
我们的专业人才持续致力于追求卓越。我们具备创新思维能力,能够为客户量身打造兼具技术实 用性和商业价值的解决方案,这也是我们引以为傲的优势。我们充分考虑不同客户的具体目标, 并不一味根据固定标准制定方案。秉持这一服务原则,我们为客户提供真正独立的专业建议,帮 助客户有效应对不断变化的金融环境,并成功实现目标。

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Authors
Panikos G. Teklos
 
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