investment services · services, number cif 351/17.its registered office is at 3 themistocles...
TRANSCRIPT
February 2018
Investment Services
www.pwc.com.cy
What are the current investment - related challenges of High Net Worth Individuals and Wealthy Families?
• Integration of wealth management services with wealth planning services in a current global environment of complex tax and regulatory changes and adverse market conditions (e.g. BREXIT)
• Follow a suitable investment policy with the appropriate strategy and benchmarking
• Manage the investment managers • Relative credit assessment of the banks • Wealth preservation in a world of low yields requires continuous cost
monitoring for portfolio yield enhancement • Coordination of various investment service providers • Making well - informed and unbiased investment decisions • Appropriate education of next generation family members on investment
related matters
Our solutionWe offer the following bespoke investment services:
• Design/review of the Investment Policy Statement • Investment manager procurement • Investment manager monitoring & evaluation • Consolidated wealth reporting • Reviewing and commenting on clients’ investment mandates • Proprietary credit methodology to assess counterparty /strength analysis • Treasury support services
Why choose the PwC Investment Services?
• Access to PwC Cyprus and its global network • Independence • We put the client first • Assistance in taking well - informed and
unbiased investment decisions • Expertise and knowledge • Customisation • Time and cost efficient solution
PricewaterhouseCoopers Investment Services (Cyprus) Ltd is a private company registered in Cyprus (Reg. No. ΗΕ366856). It is a Cyprus Investment Firm (CIF) authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC). CySEC has issued to PricewaterhouseCoopers Investment Services (Cyprus) Limited the necessary license for the provision of investment services, number CIF 351/17.Its registered office is at 3 Themistocles Dervis Street, CY-1066, Nicosia. A list of the company’s directors, including for individuals the present and former (if any) name and surname and nationality, if not Cypriot and for legal entities the corporate name, is kept by the Secretary of the company at its registered office. PwC refers to PricewaterhouseCoopers Investment Services (Cyprus) Ltd, member firm in Cyprus and may sometimes refer to the PwC network. Each member firm is a separate legal entity. Please see www.pwc.com/structure for further details
Evgenios AntoniouGeneral [email protected]
PricewaterhouseCoopersInvestment Services (Cyprus) Ltd
PwC Central, 43 Demostheni Severi Avenue,CY-1080 Nicosia, CyprusP O Box 21612, CY-1591 Nicosia, CyprusTel:+357-22 555 466, Fax:+357-22 555 414
Theo C ParperisExecutive [email protected]
Tony HadjiloucasExecutive [email protected]
Contact us