Private Wealth Management

Who We Are

Transparency and Regulation

SC Workwealth Management is a private limited company based in Nicosia, Cyprus

We are an authorised Cyprus Investment Firm registered with CySEC (number 439/23)

Heritage

Over 30 years of experience managing High Net Worth Individuals and External Financial Advisers

Advising experts in financial instruments and financial markets, specialised in wealth management, with a successful heritage as FCA (UK) regulated Independent Advisors

What We Do

Services

We offer financial advisory services to
non-professional investors, professional investors, and eligible
counterparties, along with financial
consulting and advisory services on
request

Focus

Our financial advisory services focus on the analysis and evaluation
of the financial assets of our clients, seeking to optimise their strategies according to their priorities and
needs, including wealth planning

Action

We design investment proposals with timetested proprietary
tools based on information available from independent and credible sources such as Bloomberg,
Morningstar, and independent research

Accountability

Our proposals adhere to the best global market practices and
the rules and recommendations of
regulators derived from the Markets in Financial Instruments
Directive II (MIFD II)

How We Do It

Protect

Our top priority is to protect our clients’ financial assets

Track & Monitor

Market dynamics and conditions are constantly changing

Constant vigilance of investment portfolios is paramount

Reevaluate

The validity of the assumptions on which investments are made is not absolute

Frequent reevaluation and flexibility to change is key

Profile

Access is important, but adequate selection is vital

The client’s goals and needs determine which products are suitable

Tailor-made

The client’s financial knowledge, experience, specific circumstances, and return expectations, shape our proposals

Risk Assessment

We also seek to optimize the profitability of investment portfolios in accordance with the client’s risk profiles

Some clients wish to be actively involved in each investment decision or wish to follow the evolution of their portfolio more closely. At SC Workwealth Management, we can help those clients track and monitor any portfolio changes that are subject to their prior approval

Our experienced professionals also aid the clients’ decision making process in accordance with their objectives. We offer a proactive approach by supplying clients with recommendations and detailed analysis in each asset class on a regular basis. In addition, clients receive regular reviews and input regarding every aspect of their portfolio

Clients can also benefit from utilising safe custody services by established banking institutions and investment platforms at very competitive pricing

Advisory to Asset Managers

Advisory to Asset Managers

At SC Workwealth Management, we offer thirdparty/ external consulting services to assist our clients with tax structuring, inheritance planning and administration (SICAV, SPF, Family advisory),
concierge and redomiciliation, wealth consolidation and dedicated reporting, as well as life insurance

These services are designed to provide comprehensive support in managing and optimising our clients’ wealth and assets, ensuring
a holistic approach to financial planning and management

Our partnerships with regulated investment firms in the EU & UK allow us to engage with a team of diverse cultures and backgrounds, and access an
extensive external network of international partners

From legal to compliance, investment services to private banking, corporate banking to prime brokerage, and wealth management to industry leading investment tools, our network covers every ground necessary to make sure our clients have all their needs met

Under these partnerships we can advise our clients on different types of mandates: execution, advisory, and discretionary management

Strategic Partnerships

Synthesis

We are a reputed advisory firm committed to protect the financial interests of our
clients and to provide them with tailored investment solutions

Through our team of experienced professionals and our network of partnerships we offer a comprehensive and wholesome approach to
financial advisory

Leveraging independent analysis and first class market practices to deliver investment proposals that suit our clients’ unique circumstances and return expectations

Legal Disclaimer

SC WorkWealth Management Limited is an authorised CIF (Cyprus Investment Firm) registered at CySEC with number 439/23, for the provision of Investment Advice

No Offer or Advice

The information contained in this document is provided for information purposes only and should in no event be construed as a solicitation or offer, as advice or as a recommendation to buy, sell or engage in any transaction whatsoever. The information on the document constitutes in no event a solicitation or offer, an advice or a recommendation to buy, sell or engage in any jurisdiction where such offer or sale would be prohibited. None of the services, investments or mutual funds referred to in the site is available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contradictory to local law or regulation

Suitability

Prior to making any investment decision, the investor should fully understand the economic risks and merits, as well as the legal, tax and accounting
characteristics and consequences of the transaction, and make his own determination that the investment is consistent with his objectives and that he is able to assume the risk. Prior to entering into any transaction, investors are advised to engage their own legal, tax and accounting professionals where they deem necessary. Any decisions taken with regard to investments are based exclusively on the assessment of the investor
Returns, Performance, Liquidity Potential investors should note that investments can involve significant risks and the value of an investment may go down as well as up. No assurance can be given that the investment objective of any product will be achieved or that substantial losses will not be suffered. There is no guarantee of trading performance, past or projected performance is not necessarily a guide to future results

Liability

The information and data contained in this document have been obtained from sources believed to be reliable, but they are not guaranteed. All expressions of opinion are subject to change without notice and are not intended to be a guarantee of future events. Neither accuracy nor completeness is warranted and any liability, including incidental or consequential damages, arising from errors or omissions in this document are expressly disclaimed