About SC Davis & Co
A private wealth management and investment office for families with a long view.
SC Davis & Co is based in Larnaca, Cyprus. Our firm advises families and high-net-worth individuals on the investment of their wealth and on the arrangements that will see it pass safely to the generations that follow. We remain deliberately small, so that each family is known well by the people who advise them.
What We Do
SC Davis & Co acts as the investment office a family might establish for itself, given the scale to do so. SC Davis & Co teams construct and oversee portfolios across public and private markets. Alongside that work, we support families with succession planning and governance needs, and we introduce specialist advisers whenever a matter calls for particular expertise.
Because we keep our client list focused, each family receives the attention of senior people together with the access that a larger pool of capital commands. Co-investment opportunities are allocated between those families on consistent terms, and any interest SC Davis & Co holds in an opportunity is disclosed before it is presented.
What Our Clients Say
“SC Davis & Co told us, quite directly, that our property holdings were too heavy for a family that would one day need cash. It was an uncomfortable meeting, but three years on, I am very grateful for it. We would not have seen our family's legacy grow as it had if we had not listened to them”
“Before SC Davis & Co, our investments tended to follow whichever bank had called most recently. The first months together were spent writing a mandate: how much we could afford to lose and what the family needed to draw each year. Every proposal since has been measured against that document. When we wanted to add more property last year, they showed us where it would break our own rules, and we decided against it.”
“My daughters were invited onto the investment committee long before anyone expected them to decide anything. This was SC Davis & Co's suggestion, and now I can see why. They ask better questions than I did at their age.”
“We held accounts in Zurich and Luxembourg, each telling a slightly different story. SC Davis & Co gave us one picture of the whole family, and for the first time my brother and I could discuss it from the same page.”
“When my husband died, the succession arrangements had already been worked through with us. I could grieve without making financial decisions in the same month.”
How We Work
Understanding the family.
Initial meetings concentrate on the family's history with its wealth and on what each generation hopes that wealth will achieve.
Agreeing the mandate.
Objectives, risk tolerance, liquidity needs and time horizon are recorded in a written investment policy, together with the level of loss the family could absorb and still meet its obligations.
Constructing the portfolio.
A protective core is established first, with growth assets allocated above it in the proportions the mandate permits. New opportunities are added only when they meet its criteria.
Reviewing over time.
The portfolio and the reasoning behind it are revisited at agreed intervals, and sooner when markets or family circumstances shift. Reporting covers weaker periods as fully as stronger ones.
Each arrangement is shaped around the priorities of the family concerned and adjusts as those priorities evolve.
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