Cyprus: 基金咨询服务 - 量身打造专属方案

Last Updated: 29 October 2018
Article by Alexis Agathocleous and Panikos G. Teklos

Most Popular Article in Cyprus, November 2018

值得信赖的基金咨询机构

欧洲基金与资产管理协会(EFAMA)表示,欧 洲投资基金行业规模于2017年底达到空前水 平,管理资产额首次突破15万亿欧元。在动荡 加剧、地缘政治不确定因素增多的背景下,欧 洲地区监管制度的贯彻实施重振了投资者的信 心。

可转让证券集合投资计划和另类投资基金日益 受到投资者追捧,其主要原因包括:可转让集 合投资计划和另类投资基金本身接受监管,提 高了投资者保护力度及透明度;投资基金结构 较为灵活,可采用不同法律形式,呈现不同股 份类别特征;可综合采取多种策略,同时能够 根据具体专业要求以及较高的单个投资者最低 投资额要求制定投资策略。投资基金需满足一 定的监管和结构要求,并呈现不同特征。投资 者将其视为可靠的融资途径,根据自身战略和 项目融资需求选择投资基金。

作为投资管理行业领先服务机构,德勤塞浦路 斯拥有全球资源支持以及强大的业务能力,同 时配备国际市场和行业经验丰富的本土专家团 队。

凭借以上优势,我们深谙投资管理行业的经营 之道,且深入了解行业参与主体的具体需求。 投资经理人将继续应对复杂多变的业务市场环 境以及日新月异的全球行业格局,而全球对透 明度及投资者保护的相关监管和需求已经成为 关注焦点。无论是私募股权、对冲基金或者共 同基金,德勤基金咨询服务均能助力客户迎接 挑战并充分把握机遇。凭借扎实的专业知识和 全新的洞察视角,我们能够协助客户解决当前 业内各种运营、技术和监管问题。

投资管理行业目前面临一波前所未有的监管变 化,基金经理人及其董事会需解决的问题大幅 增多。因此,为解决这些问题和需求,不仅需 要密切关注监管变化,还应在诸多监管要求相 互冲突的情况下深入解析复杂新规,把握工作 重点。此外,监管及法规遵循对基金顺利运作 的重要性毋庸置疑,而推动管理资产额不断增 长则需要专业咨询机构的支持,以借助其深厚 的行业及市场专业知识应对挑战,优化投资。

我们的基金咨询业务

作为德勤投资管理行业服务线及风险咨询服务 线的重要组成部分,我们的基金咨询服务团队 第一时间分享相关信息及最佳实务,并确保客 户及时了解影响其业务的国内外最新监管动态。

我们的方法

  • 我们组建了跨领域专家团队,旨在为客户 提供跨区域的咨询洞察和解决方案,积极 协助客户解决需求,实现投资目标,顺应 不断变化的监管环境
  • 德勤积极参与推动多个领域的监管新规、 业务实践及行业格局发展。作为各大主要 行业或监管工作小组/委员会的成员,我 们能够率先了解最新发展动态。与我们保 持长期合作关系的客户能够及时获得信息 并预测未来趋势

我们的目标

  • 成为行业领先服务机构,为国内外客户提 供优质可靠的基金咨询服务
  • 根据不同客户的具体需求和目标,为客户 持续制定全面、优质、增值、创新的专属 解决方案
  • 成为助推塞浦路斯及其他地区基金行业成 长与发展的先驱机构

我们的主要优势

  • 凭借对本土市场的深入了解,并结合德勤 全球网络丰富的跨境服务经验,我们能够 提供行之有效的深度咨询服务,助力客户 顺利应对全球基金行业的复杂环境
  • 我们充分把握市场最新动态,同时具备丰 富的行业经验,可在全球提供卓越的德勤 基金咨询服务。我们采用跨领域合作服务 模式,组建跨部门行业团队,推进管理咨 询、财务与企业、监管风险咨询、税务及 审计专家开展通力协作,为客户提供切实 有效的基金咨询服务
  • 我们的本地服务团队汇聚了一批拥有国际 投资管理及资产服务行业咨询专精和运营 实践经验的专业人士,能够充分了解基金 经理人和投资者面临的所有实际问题

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Authors
Panikos G. Teklos
 
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