Investment & Financial Services
Through our strong corporate relationships, our associated specialists, together with some of the finest external Investment bankers, analysts, strategists, economist asset managers, actuaries, financial advisors, stock brokers, institutional advisors and tax specialists, we are able to recommend the services of extremely experienced and professionals and offer you the appropriate solutions to meet your needs and to respond to modern day challenges
Investment Banking
Our associated specialists work with the finest Institutions around the globe, in the main financial centres such as London, Zurich, New York, Hong Kong and Dubai. Our independence assures our clients of our impartiality.
Whether our associated specialists are giving advice or assisting in the execution of transactions for expanding companies, or supplying financial analysis, we attach fundamental importance to attention to detail, quality of execution, confidentiality and innovation.
Investment Advisory and Consultation
For those of our clients who require investment services, we can bring you in contact with our associated specialists who can provide comprehensive investment planning and execution services.
By taking a comprehensive approach to your financial situation, our associated specialists are able to offer recommendations to ensure perfect consistency among the structure of your assets, your expectations, and optimise the management of your liquidity requirements over the long term.
Our Tax Planning and Estate Planning services are geared towards ensure maximisation of the value of assets retained by our clients.
With our clients, we go through a process of interviews, so as to ensure that a correct and detailed history and asset inventory is taken, together with facts about income, receivables, earning, profits, returns, etc. This helps us to get a good understanding of the clients’ goals and objectives so that we can investigate the best method to build a successful tax plan. We look at various plans with our clients and discuss which options can be implemented and provide recommendations. Throughout a tax planning process, we work closely with our client and our advisors such as bankers, real estate agents, financial advisors, stockbrokers, auditors etc. This multi-disciplinary involvement ensures that the selected plan is implemented properly and appropriately from the beginning and continues to operate smoothly and efficiently.
Investment Funds Structuring and Administration
We are not authorised as a financial service provider. However, by utilising our own specialist business advisors but also by our associated external licenced Financial Service Providers, Fund Managers and Compliance Officers, we provide structuring and administration services for a number of Investment and Mutual Funds but also for private equity investments. Whether it is the actual incorporation and registration of the Fund itself, or the tax optimisation of the underlying assets, we are able to offer you a solution.
Fund Managers need to manage portfolios, not to administer them. To assist them and their clients, we are able to offer the following services.
- Structuring, Incorporation and Registration of Funds.
- Preparation and approval of Project Portfolio Management.
- Screening and appointing the appropriate Board Members, Global Custodians, External Auditors, Legal Advisors or Administrators.
- Performance Measurement and Analysis, through our associated Fund and Portfolio Managers.
- Asset bookkeeping through our own administration service,
- Accounting and auditing through our associated auditors.
- Customised reporting.
As Legal Consultants and Administrative Service Providers we can also be engaged to oversee all Board, Administrative or Legal functions on an outsourced basis from the Fund Manager.
To view more about our stockbrokers, banking, business and financial advisors contact them or visit their linkedin profiles here:
Mr. George Tripatsas at Xenon Capital Markets, Tel: 99651361 Stockbrokerage Services
Mr. Alexandre Seroff, Banking Services
Mr. Costas Hadjigavriel, Tel:97640907, Business Services