Client Focus
Our clients include anyone, from the single individual to big corporations and government ministries. Our aim is to offer each and every client a tailor-made, prudent but practical investment strategy that best suits their investment profile and their specific financial targets. We deploy our know how and expertise in modern investment techniques to formulate an investment road map, which guides our clients towards achieving their investment goals in the most risk efficient manner.
We are dedicated to committing the full extent of our resources to each and every client, irrespective of size. We adopt a holistic approach to investment management by incorporating such detailed client profiling that goes beyond investment risk to include capability, understanding, culture and investment philosophy.
We maintain our independence and objectivity, and a client centric philosophy, focusing on the detailed understanding of clients’ needs and demands so as to offer a distinctively higher level of service. The outcome is a smooth and effective assimilation of all the investment solutions we implement.
Institutional Clients
PCM Advisers Ltd is a provider of Investment Advisory Services for institutional clients in Cyprus. The guiding principles of service excellence and professionalism have enabled the company to successfully secure a sizeable share of the market against both local and foreign competition. The company’s current institutional client portfolio includes life insurance companies, investment companies, corporate provident funds and professional pension funds.
Individual Clients
All individuals have financial plans for their future like saving for retirement, a child's education, a home, or any other purposes. We consider it our responsibility to help you create a feasible plan to achieve your financial objectives, staying by your side at every step of the way.
Financial Advisors
PCM Advisers Ltd seeks to cooperate and assist professionals that are responsible of the financial futures of individuals and families. As they put their trust in your hands you wish to provide them high-quality, cost-effective products and services. Advisors like you can rely on PCM Advisers Ltd to help their clients succeed and build their businesses.
Wealth Management
PCM Advisers Limited is dedicated to providing a full suite of world-class, open architecture financial services to high-net-worth individuals and their families as well as institutions and governmental ministries using Cyprus as a financial hub. A selection of our services includes:
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Advisory Services
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Asset Allocation
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Capital Markets
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Portfolio Management
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Structured Products
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Traditional Brokerage
Investment Services
PCM Advisers Limited offers also access to the markets for Clients to trade directly or indirectly with financial instruments with the following services:
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Reception and transmission of orders in relation to one or more financial instruments.
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Execution of orders on behalf of clients
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Dealing on own account
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Portfolio Management
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Investment Advice
Our Role
As part of our aim to adding true value to our clients, we take on a prominent leading role in the investment management process. In the best interest of our clients, we transparently segregate our services from all other professionals in order to remain independent and objective throughout.
We consider all governance issues to be of major importance in the formulation and implementation of any investment process and spend substantial time and resource in assisting clients develop an effective framework that is continuously subject to improvement. With a full understanding of the clients particular non-investment related circumstances, we maintain the flexibility of formulating that strategy that best fits in practical terms the governance processes each client is willing and capable of implementing.
Our Investment Approach
Our approach is based on three basic principles of our operation ultimately aiming to produce a simple, tailor-made, applicable Investment Strategy.
- Investment Implementation Solutions
- Our Investment Process
- Reporting and Reviewing
Investment Implementation Solutions
As Independent Financial Advisors, PCM maintains an open platform of investment solutions and has developed strong business relationships with a large number of the most prominent, globally acknowledged asset management houses. Our aim is to provide our clients with access to the best of breed in all asset classes, investment strategies and investments structures at the most competitive rates. We add value by continuously analyzing and researching our counterparties’ offerings in an effort to ensure that each solution presented matches our clients’ needs and expectations. We remain at the forefront of investment opportunities by consolidating our counterparties’ investment and economic views and markets outlook and we work closely with our clients and counterparties to develop innovative investment structures to satisfy particular client needs particularly in terms of security and cash flow requirements.
Our Investment Process
We remain committed to a very well defined investment process, segregated in three distinct stages. We have found over the years, client active involvement and participation is an important prerequisite for the success of the process, and we, therefore go to great lengths to secure such involvement at a substantial resource cost. Teaming up with our clients, we include in our process brainstorming sessions and work groups, as well as specific milestones for specific deliverables.
Reporting and Reviewing
We acknowledge the importance of monitoring and client reporting not only in achieving specific investment goals but most importantly in managing risk. We have accordingly invested substantially in client and portfolio management systems that have been tailored to the needs of our local clients and that comply with international reporting and transparency standards.