Investment Services
By taking into account the different level of knowledge, experience and investment needs among our clients as well as the complexity of the contemporary financial environment, Private Banking has created a multi layer framework of services aiming at offering flexible combinations of investment services to cater for each client’s unique needs. Starting with:
Execution services
Through this service, clients can select the investments they wish to realize and trade accordingly through the wide range of Investment Products offered.
Advisory Portfolio Management
Advisory Portfolio Management services are offered through six International Model Portfolios, which are created, evolving and evaluated according to our quarterly Investment Strategy and tactical allocation moves dictated by market conditions.
Each client choosing to use Advisory Management selects the model portfolio which is in line with their investment profile and risk tolerance, and gets frequent updates upon necessary rebalancing moves and the reasons behind them.
Portfolios are monitored on a daily basis and consist mainly of Mutual Funds picked from the wide range offered by Private Banking.
Discretionary Portfolio Management
This type of Portfolio Management is suitable for clients who wish to have professional management of their funds by a Kyprou Asset Management AEDAK team of experienced and specialized executives, having the Bank of Cyprus Group support and International renowned Financial Institutions. Each client’s portfolio is defined by their investment profile. Discretionary Portfolio Management is offered in EUR and USD and clients enjoy transaction transparency, frequent and upon request updates, global investment diversification and prompt liquidation if required.