Asset Management
Investment portfolio and asset management
Businesses
Fathom Wealth Management Advisors Ltd
42-44 Georgiou Griva Digeni, 1096 Nicosia, Nicosia
Fathom Wealth Management Advisors Ltd (Fathom WMA Ltd) is a boutique investment firm operating in the wealth management sector. It distinguishes itself through an innovative approach to financial advising, prioritizing the individual needs and expectations of its clients, with a core dedication to protecting their assets. The firm's philosophy blends traditional financial principles with contemporary investment expertise to offer creative and alternative investment advice. Fathom WMA Ltd provides bespoke deal structuring and innovative investment solutions, aiming for objectivity, efficiency, and transparency in its services. Its client base includes both individual and corporate entities. Fathom WMA Ltd is regulated by the Cyprus Securities and Exchange Commission (CySEC) under license number 306/16, signifying its authorization to operate as a Cyprus Investment Firm. In addition to its primary location, Fathom also extends its reach with a branch situated in Athens, Greece.
ISEC Wealth Management Ltd
104 Arch. Makarios III Avenue, 3021 Limassol, Limassol
ISEC Wealth Management, regulated by the Cyprus Securities and Exchange Commission (CySEC) under MiFID II, is an independent financial institution dedicated to delivering personalized, technology-enabled investment solutions. The firm's flagship offering, the ISEC Separately Managed Account (SMA), is a world-class solution for individuals seeking a secure, flexible, and professionally managed investment platform. With a minimum investment of €10,000 (or equivalent in USD), clients can open an SMA account that provides instant access to global markets through a well-diversified portfolio tailored to their personal risk profile and financial goals. ISEC ensures that each client’s portfolio is actively managed, continuously calibrated and rebalanced by a team of seasoned investment professionals, so that investors can focus on their lives while their money works for them.
Chase Buchanan Ltd
1 Chrysanthou Mylona, 3502 Limassol, Limassol
Chase Buchanan (chasebuchanan.com) is a private wealth management company and global financial advisory firm specializing in providing financial, wealth management, and tax planning solutions, particularly for expatriates. Core Business and Mission: Global Financial Advisers: Chase Buchanan supports clients with a "global lifestyle," particularly expatriates, by offering comprehensive financial advice and solutions. Mission: Their stated mission is to help clients plan for their future and provide insight and advice that enables them to achieve their life goals. They aim to provide high-quality, trusted, unbiased, and jargon-free advice. Private Ownership: They emphasize being privately owned, which they state allows for committed leadership, a long-term vision, and independence in the products and advice they offer, as they are not influenced by banks, insurance companies, or other financial institutions.
CYAUSE Cyprus Audit Services Ltd
41 Themistokli Dervi, 1065 Nicosia, Nicosia
CYAUSE Cyprus Audit Services Ltd is a professional firm located in Nicosia, Cyprus, offering a range of essential business services. They specialize as an accounting firm and auditor, providing comprehensive support for company registry, payroll services, and expert tax consultancy.
AON Cyprus Insurance brokers
Tyrtaiou, 1087 Nicosia, Nicosia
AON Cyprus Insurance brokers offers a comprehensive suite of financial services, specializing in insurance brokerage. Beyond core insurance solutions, they provide expertise in asset and wealth management, credit services, and robust risk management, including specialized cyber and online risk insurance. Clients benefit from dedicated account managers, advisory services, and fintech solutions for SMEs. Operating seven days a week from 9:00 AM to 6:30 PM, their mid-range priced services are delivered as part of a global professional network spanning 120 countries.
ERB CYPRIALIFE Nicosia
17 Acropoleos Avenue, 2006 Strovolos, Nicosia
ERB CYPRIALIFE Nicosia provides a comprehensive suite of financial and insurance solutions, specializing in life and non-life policies including various protection, health, and accident plans like Cypria Global and Cypria Healthcare. They also offer wealth management, investment, and savings products such as Cypria Money Plus and pension plans, actively managing diverse investment funds for clients. For convenient access and advisory services, clients can utilize their 'Insupass' mobile app and secure online portals. The business operates Monday to Thursday from 07:30 to 18:00 and Friday until 14:30, within a moderate price range ($). Please note, they do not offer traditional retail banking, direct lending, or brokerage services.
Vassiliou Insurance Agents & Consultants Ltd
Stadiou, 2058 Strovolos, Nicosia
Vassiliou Insurance Agents & Consultants Ltd provides comprehensive financial solutions, specializing in insurance brokerage, wealth, and asset management. With over 20 years of experience in the Cypriot market, they offer tailored services including life and accident insurance, pension programs, and investment opportunities. Their expertise encompasses risk management, compliance, and advisory services, with a focus on client trust and immediate responsiveness. They operate Monday to Thursday from 08:00 to 15:30 and Friday from 08:00 to 14:30, with a mid-range price point ($).
Ancoria Insurance
Laodikeias, 2028 Nicosia, Nicosia
Ancoria Insurance is a dedicated provider of comprehensive financial solutions, specializing in asset and wealth management, alongside life and non-life insurance. They offer secure financial planning, savings, investment, and pension plans, designed to help individuals and businesses achieve their financial security and long-term goals. Clients benefit from advisory services, online banking, secure portals, and mobile apps for convenient portfolio management. Emphasizing a strong financial position and personalized guidance, Ancoria Insurance is open Monday, Tuesday, and Thursday from 08:00 to 17:00, Wednesday until 15:00, and Friday until 14:00.
LifePartners Insurance
B1, 4532 Agios Tychonas, Limassol
LifePartners Insurance offers a comprehensive suite of financial services, specializing in insurance and investment solutions for both individuals and corporations. Their expertise encompasses asset management, financial planning, and tax and corporate finance advisory. With a client-first approach, they provide insightful policy reviews, risk management, and international business structuring, striving to secure optimal coverage and cost savings. Operating with a mid-range price point, LifePartners is regulated by the Insurance Companies Control Services Authority and offers a free initial consultation. They are available Monday to Thursday from 8:00 AM to 4:30 PM, and Friday until 2:00 PM.