WELCOME TO
"Your Trusted Financial Advisor"
Welcome to CX Financia, a boutique financial advisory firm with a focus on delivering a genuinely client-centered experience while providing a range of business and investor services to corporations and high-net-worth individuals from around the world.
Professional to our core, we know and understand the methodology, regulations, and idiosyncrasies of the global financial industry and, importantly, we know how to deliver optimized solutions to people and organizations while minimizing financial liability and risk and enhancing confidentiality.
Our strengths come from a background in international accountancy, auditing, banking, and stock market operations, and our experience is industry-relevant and compliance-aware.
We bring real value to our clients.
MEMBER OF
"I was very impressed with the level of service provided by CX's team. Even before engagement, they made me feel confident and successful. I wasn't wrong!"
Anna Gottwig
"I gain a whole new perspective on business matters"
Anastasios Papageorgiou
"A consulting team that inspires confidence with knowledge, planning and, especially, results. They deliver exactly what they said!"
Chettur Upasani
"Its not easy to find a trustworthy financial advisor that puts the clients interest first. Am glad the search for me is over"
Frolov Luka Ivanovich
"I find myself always keep coming to C.X. Financia for consultation or questions on business matters, especially tax. It seems they have all the answers"
George Georgiou
WE KEEP YOU UP-TO-DATE
Our Latest News & Articles
Compliance risks: What you don’t timely manage can hurt you
As global regulations and stakeholder expectations increase significantly, organizations are exposed to a greater degree of compliance risk than ever before. Compliance risk is a threat to a company’s financial, organizational, or reputational standing resulting from violations of laws, regulations, codes of conduct, or standards of practice. Cyprus Investment Firms (‘CIFs’), Alternative Investment Funds (‘AIFs’)…
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Broker Licensed Firm regulated by CySEC has become available for sale
Description of the Licence The CIF being sold is authorized by CySEC to offer the following services The investment services of: Reception and transmission of orders in relation to one or more financial instruments and Execution of orders on behalf of clients The ancillary services of: Safekeeping and administration of financial instruments, including custodianship and…
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Q1 2022 Reporting Obligations for Alternative Investment Funds (‘AIFs’) and Fund Managers (‘AIFMs’)
CX Financia Ltd presents the reporting obligations of AIFs and AIFMs (the “Obliged Entities”) for Q1 2022. Obliged Entities need to submit several reports to Cyprus Securities and Exchange Commission (‘CySEC’) and Central Bank of Cyprus (‘CBC’). Furthermore Obliged Entities need to submit the Reporting Templates on Liquidity Risks. This submission shall occur…
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Q1 2022 Reporting Obligations for CIFs and CASPs
CX Financia Ltd presents the reporting obligations of Cyprus Investment Firms (‘CIF’) and Crypto-Asset Services Providers (‘CASP’) for Q1 2022. The said entities need to submit several reports to CySEC, CBC and Market Participants. If you require assistance or have questions on any of the reporting obligations above, please contact us at info@cxfinancia.com
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Extension of TPR by CySEC
Establishment of Temporary Permission Regime (‘TPR’) UK MiFID II firms became non-EU financial institutions no longer benefiting from the so-called “MiFID II” passport post-Brexit. Due to this, Cyprus Securities and Exchange Commission (‘CySEC’), established a TPR. Please find more information in our previous article regarding TPR here. Notification to TPR Entities in relation to the…
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Members of the Cyprus Investment Funds Association (CIFA). Member of the Cyprus-India Association. Our team are Certified Persons in the Public Register of the Cyprus Securities and Exchange Commission (CySEC) and members of ICPAC