Advisory Services


We can create a portfolio for you or you can choose from a wide selection of model or customized portfolios ranging from conservative to growth, in different currencies and across geographical markets. Determining your risk profile and risk tolerance is the most essential factor when constructing a suitable portfolio for you.

Make your own investment decisions with expert support. With our advisory investment service, we create a portfolio for you taking into account your investment objectives, risk tolerance and personal circumstances.

Our investment strategy team selects the appropriate mix of geographic and asset exposure, setting optimal weights within investment bands, which vary depending on  your profile.  The final investment decisions are made by you.

You may also choose from a wide selection of models tailored to meet your particular risk appetite. All our investment recommendations are discussed with you in detail before you make the final decision.

With our advisory investment service you benefit from:

  • Investment advice tailored to your investment objectives and/or risk profile.
  • Expert advice from our investment professionals, including alerts to investment opportunities as they arise.
  • Access to some of the world’s leading investment product providers.
  • Regular reports and statements to keep you fully up-to-date.
  • Access to financial experts to ensure you benefit from a holistic investment management service.
  • Access to online reporting.

All clients’ investments held under custody by the Bank of Cyprus are ring-fenced and are kept off balance sheet, being segregated from the Bank’s own assets.

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