About Us

Our Approach
 
Since our inception, we have been dedicated to serving our clients through a relationship based on intimacy, integrity and mutual trust.
 
When a new client comes to our company, our relationship begins with a discovery process - an in-depth dialogue to identify all the factors surrounding and defining the client’s needs. This includes the client’s short and long-term goals and concerns, what the client really wants and the structure of his or her holdings, and the client’s exposure to - and tolerance for - risk.
 
The client’s dedicated team and our specialists then work with the client to construct, implement and monitor an asset allocation strategy that will help the client achieve his or her many objectives in Cyprus.