BOUTIQUE
CYPRUS FINANCIAL ADVISORY FIRM
Specializing in Corporate Governance , Financial Management, Accounting & Administration
PRACTICE
AREAS
CORPORATE GOVERNANCE
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FINANCIAL MANAGEMENT
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Assistance with composition of Capital Structures for entity
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Preparation of budgets and variance reports against actuals
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Preparation of cash flow analises and assistance with forcasting
CORPORATE ADMINISTRATION
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ACCOUNTING (IFRS)
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Bookkeeping
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Preparation of management information
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Preparation of financial statements
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Specialised accounting projects
CYPRUS SOLUTIONS
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PRACTICE
AREAS
CORPORATE GOVERNANCE
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Review of the governance structures and principles
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Assessment of entity internal controls, policies, practices
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Design of internal controls and statutory monitoring tools
ACCOUNTING (IFRS)
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Bookkeeping
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Preparation of management reports
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Preparation of investments reports
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Audit assistance
FINANCIAL MANAGEMENT
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Preparation of budgets and variance reports against actual results
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Preparation of cash flow analyses and assistance with outflows planning
CORPORATE ADMINISTRATION
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Day-to-day management of entities
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Assistance with drafting and review of transaction documents
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Preparation and review of investment analysis statements
FUND PORTFOLIO MANAGEMENT AND ADVISORY
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Investment Portfolio Advisory – Provision of advice, recommendations and ongoing support in managing investment portfolios in line with agreed investment objectives, strategies, restrictions and applicable policies.
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Investment Analysis & Due Diligence – Performance analysis of existing investments and support the ongoing due diligence, monitoring and reporting of portfolio assets.
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Portfolio Risk & Compliance Monitoring – Monitoring of portfolio risks, investment limits, diversification requirements and applicable risk management guidelines, including the identification and escalation of material issues or breaches.
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Performance Monitoring & Reporting – Monitoring of portfolio performance and provide relevant information and input for periodic reporting to clients, governing bodies, investors and regulators.
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Regulatory & Policy Support – Assist clients with internal procedures and activities designed to support compliance with applicable laws, regulations and internal policies.
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Valuation, NAV & Reconciliation Support – Provision of information and assistance in relation to underlying asset valuations, periodic reconciliations, NAV calculations and related review processes.
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Investment Committee & Board Support – Participation in investment committee and board meetings, as required, and support engagement with investment managers, administrators, custodians, auditors, banks and other service providers.
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Audit & Regulatory Assistance – Support statutory, regulatory and investor audits, including responding to queries, providing relevant documentation and participating in meetings with auditors.
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Corporate & AML Governance Support – Assistance with corporate and AML governance matters, including the review and update of internal policies and procedures.
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Additional Business Support – Provision of other investment, governance and business-related support services as may be agreed with the client.
ABOUT US
We are a small team of young professionals specializing in Corporate Governance, Fund Advisory, Accounting and Financial Management based in Nicosia Cyprus.
Our team consists of chartered accountants (ACCA), regulated professionals in Financial Services Regulatory Framework by Cyprus Securities and Exchange Commission as well as compliance specialists.
Our team believes that honesty, hard work and determination hold the keys to success and follow these principles when helping our clients unlock their potential for success.
“Financial leadership is not simply about measuring performance; it is about understanding what drives it, anticipating what may challenge it, and making informed decisions that strengthen the business for the long term.”
OUR MISSION
With commitment to the highest standards of integrity and professionalism our mission is to help our clients grow their business by adding value via tailored made solutions in the areas of Corporate Governance, Financial Management and Accounting.
We endeavor to provide superior client service aiming for long-term client relationships built on genuine understanding and trust.
For any general inquiries, please fill in the following contact form:
