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
Analysis of Class 2 Firms – IFD/IFR
IFD/IFR – Analysis of Class 2 Firms and their Capital Requirement Calculations Introduction In our previous article (can be found here) we analyzed the categorization of investment firms in accordance with the new Prudential Regulation and Directive (IFR/IFD). Class 2 investment firms will be subject to new risk-based regulatory capital requirements, assessed as the higher…
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A guide of the new prudential framework IFD/IFR
Guide on the implementation of the new prudential framework of Investment Firms (IFD/IFR), publication and testing submission of the new reporting forms under IFD/IFR Background The EU has adopted a new harmonised prudential regime that has been applied to all investment firms authorised in the EU since June 2021. The new Investment Firm Regulation and…
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CySEC’s new policy for Crypto-Asset providers (CASP)
On 25 June 2021, the Cyprus Securities and Exchange Commission (CySEC) released its directive on the CASP register (CASP Directive), which forms subsidiary legislation issued under section 61E of the Cypriot Prevention and Suppression of Money Laundering Law 2007. Furthermore, on 13 September 2021, CySEC issued a Policy Statement on the Registration and Operations of…
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CX at iFX EXPO International 2021
Join us at iFX EXPO International on 4-6 October 2021 in Limassol, Cyprus! Register to attend and come see our panel We are thrilled to announce that CX Financia will be in attendance at the iFX Expo in Cyprus on October 5 and our very own Xenia Neophytou will participate in the panel discussion entitled: …
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Cyprus: The Research & Development and Start-Ups Economic Sector
To nurture the entrepreneurial spirit and create value through ideas is one of Cyprus’ top priorities. The island is a perfect choice to start and scale companies for many reasons. Why is Cyprus perfect for building a start-up company? Cyprus offers many advantages to new businesses and start-ups, aimed at attracting foreign entrepreneurs and investors…
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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