We help Cyprus residents grow, protect, and manage their wealth through tailored investment advice, customized portfolios, and access to over 35 regulated markets worldwide. Powered by a fully licensed Cyprus Investment Firm (CIF), our clients benefit from a global platform and ongoing, face-to-face advisory services.
🔹 Regulated by CySEC
🔹 Certified investment professionals
🔹 Access to global stocks, bonds, funds, and ETFs
🔹 Personalized financial plans
🔹 Transparent, fee-based onboarding
👉 Book your free discovery call today
We are a tied agent of a licensed Cyprus Investment Firm (CIF) that is a member of both the Cyprus Stock Exchange and the Athens Stock Exchange. As a tied agent, we are authorized to act as an extension of the CIF, promoting its services and providing investment advice through certified professionals listed in the CySEC Public Register of Certified Persons (PRCP).
Our role is simple: to help you navigate investment opportunities — from Cyprus to the world — with clarity, structure, and long-term partnership.
YEARS OF EXPERIENCE
The Core & Satellite Strategy
Balance stability with opportunity.
We help clients build portfolios using a structured Core & Satellite approach.:
Every investment plan is:
🔹 Tailored to you — not a one-size-fits-all model
🔹 No discretionary trading — you’re always in control
🔹Developed on a foundation of CIF-authorized investment products, fully compliant with EU regulatory standards and supervised under MiFID II.
Invest Locally. Access the World.
Through our CIF, clients benefit from direct market access to over 35 regulated exchanges globally, including:
Flexible. Transparent. In Your Control.
Step one: Personal Meeting
We meet with you (in person or online) to understand your needs and complete a suitability assessment.
Step Two: Tailored Investment Plan
We create a financial plan and propose a model or custom portfolio based on your risk profile.
Step Three: Onboarding
You complete onboarding documents with the CIF. We charge a one-time fee to cover plan creation and account setup. See how we charge below.
Step Four: Ongoing Support
You receive continuous advice, portfolio reviews, and investment ideas to help you stay informed and engaged with your investments.
We believe in clear, honest fees — no surprises, just simple, tailored service that fits your goals.
Note: Investment services are provided under the license and supervision of Mega Equity Securities and Financial Services Public Limited, a CIF regulated by CySEC (license no. 011/03). Financial planning services are billed directly by J. Knobel Investor Services Limited. For full disclosures, see our Regulatory Info and Terms & Conditions.
| Online trading and Order Taking | 0.1% - 1% |
| Advisory Service | 0.3% - 1% |
Minimum commissions:
No minimum for international market trades Commission scales are negotiable depending on portfolio size, type of service offered, the type of financial instruments and the markets the orders are executed, as well as the client categorization (i.e. retail or professional). The typical commissions scales vary depending on the type of service offered. For full details, please refer to Appendix D - Fees |
| Global Trading Account | €20 |
| Creation of Share Account (CSE) | €10 |
For full details, please refer to Appendix D - Fees |
| Foundations Plan Great for young professionals or first-time planners | €250 one-time |
| Core Plan Ideal for families or mid-career professionals | €300 one-time |
| Ongoing Advisory | €100/year or Tiered AUM-based fee |
| Portfolio Size | Annual Fee |
| Up to €100,000 | 0.75% |
| €100,001 – €500,000 | 0.50% |
| €500,001 – €1,000,000 | 0.35% |
| Over €1,000,000 | 0.25% |
See also: Full Fee Schedule & Pricing Policy | Regulatory Disclosure
Tailored guidance on tax-efficient securities (stocks, bonds, ETFs), leveraging Cyprus’ 0% CGT and non-dom exemptions to maximize returns for residents.
Secure, MiFID II-compliant execution and transmission of orders for financial instruments, ensuring fast, transparent trading for Cyprus residents.
Structuring investments to utilize Cyprus’ non-dom regime and DTTs, minimizing taxes on dividends and interest from securities for residents.