Wealth Management
Private wealth and investment advisory
Businesses
Granfeld Wealth Management Ltd
3 Menandrou, 1066 Nicosia, Nicosia
Granfeld.com is the official digital platform of Granfeld Wealth Management Ltd, a Cyprus-based, CySEC-regulated investment firm (License No. 260/14), specializing in tailored wealth management, investment advisory, and family office solutions. Designed for high-net-worth individuals and discerning investors, the site embodies Granfeld’s commitment to excellence, transparency, and long-term value creation.
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.
KPMG Cyprus
14 Esperidon, 1087 Nicosia, Nicosia
KPMG in Cyprus is a professional services firm that offers a wide range of Audit and Assurance, Tax, and Advisory services. They also have a dedicated Enterprise division focused on supporting entrepreneurs, family businesses, and fast-growing companies. The firm demonstrates deep knowledge across various industries, including: Insurance Consumer & Retail Real Estate Technology Transport, Leisure & Tourism Shipping KPMG in Cyprus regularly publishes insights and thought leadership on crucial topics impacting the economy and business environment. These include: Economics weekly alerts Tax Alerts Regulatory Insights on public policy and regulatory changes Information on cybersecurity considerations in an AI-dominated business environment Insights on ESG (Environmental, Social, and Governance) Publications like the Corporate Lending Survey (April 2025) and their 2024 Transparency Report. KPMG in Cyprus emphasizes staying connected with its audience, inviting them to sign up for personalized content and offering access to their knowledge base of research and press room for news releases. They also provide various ways to contact them and connect through social media platforms (LinkedIn, Facebook, YouTube, Instagram, and Twitter). The firm is part of the KPMG global organization, an independent member firm affiliated with KPMG International Limited.
AGISILAOS DEMETRIOU & CO. LTD.
30a Agias Zonis, 3027 Limassol, Limassol
Agisilaos Demetriou & Co Ltd is a well-established accounting and financial advisory firm in Cyprus, operating since 1980 (over 40 years of experience). The company provides comprehensive financial services to help clients grow and succeed in their businesses. The firm's core activities include: Audit and Advisory: Providing auditing services to enhance transparency and ensure compliance with local and international regulations. Also offering strategic advice to improve business performance. Tax Advice and Planning: Delivering specialized tax planning solutions to minimize tax liabilities and ensure adherence to tax laws. Due Diligence Reports: Conducting thorough and comprehensive reviews to evaluate target businesses during acquisitions, investments, or partnerships, providing accurate information to aid informed decision-making. Bookkeeping / Accountancy: Offering full bookkeeping and accounting services for proper financial management and to ensure transparency and accuracy in financial reporting. Management Consultancy: Providing expert advice to optimize business processes, increase efficiency, and achieve organizational goals. Agisilaos Demetriou & Co Ltd is well-regarded for its expertise, professionalism, and commitment to delivering customized solutions that align with clients' business objectives. With extensive experience and a team of dedicated professionals, the firm helps clients overcome financial challenges and achieve success.
MOORE STYLIANOU & CO
58c Archbishop Makarios III Avenue, 1075 Nicosia, Nicosia
MOORE STYLIANOU & CO is a leading accounting and advisory firm in Cyprus, part of the global Moore Global Network Limited. They offer a comprehensive suite of professional services including accounting, auditing, corporate finance advisory, and international tax planning. Their specialized offerings extend to risk management, blockchain & crypto advisory, and mergers & acquisitions. Dedicated to supporting businesses and individuals with their complex financial and regulatory needs, the firm operates Monday through Friday from 9:00 AM to 5:00 PM.
ANTONIS PASCHALIDES & CO LLC
Ayias Elenis, Nicosia, Nicosia
ANTONIS PASCHALIDES & CO LLC is a well-established Cypriot law firm based in Nicosia, Cyprus. It has been providing legal services both locally and internationally for over 40 years, evolving from a general practice firm founded by Mr. Antonis Paschalides in 1980 to its current structure as of October 2007. The firm is known for its strong and knowledgeable litigation team and has represented prominent Cypriot clients, including major banking institutions. Its reputation has led to collaborations on cross-border transactions with large international law firms, handling significant cases. ANTONIS PASCHALIDES & CO LLC focuses on delivering high-quality, practical, and cost-effective legal solutions to clients in a personalized and timely manner. They aim to build strong, long-lasting relationships, with some clients having trusted the firm for over four decades. Key areas of practice for the firm include: Mergers and Acquisitions Corporate Law Banking Civil and Commercial Litigation Family Law Conveyance and Estate Planning (wills, trusts, probates) Since 2011, with the founder's return from his position as Minister of Commerce, Industry, Tourism, and Energy of the Republic of Cyprus, the firm has also become a leading Cypriot law firm in Energy, Gas, Oil, and Renewable Energy, advising international institutions on energy matters in Cyprus. The firm attributes its success to a strong team spirit and the ability to combine traditional legal knowledge with modern working methods.
ARETI CHARIDEMOU & ASSOCIATES LLC LAW FIRM
21 Vasili Michaelidi, 3026 Limassol, Limassol
ARETI CHARIDEMOU & ASSOCIATES LLC is a well-established law firm based in Limassol, Cyprus, with over 30 years of experience. Founded in 1990, the firm has grown to become one of the largest in Cyprus, known for its commitment to excellence and providing commercially focused legal advice. The firm offers a comprehensive range of legal and corporate services to both business and private clients in Cyprus and worldwide. Their key areas of expertise include: Corporate and Commercial Law: Company formation and administration, mergers and acquisitions (M&A), corporate restructuring, capital markets, private equity, and financial services regulation. Property Law: Acquisition and disposition of property, wills and succession, and probates. International Trusts: Creation and management of international trusts. Tax Law: International tax planning and optimization. Shipping Law: Legal advice related to the shipping industry. Immigration Law: Assistance with obtaining permanent and temporary residence permits, and Cyprus citizenship (including by investment). Litigation and Dispute Resolution: Handling a wide array of complex disputes in District and High Courts. ARETI CHARIDEMOU & ASSOCIATES LLC prides itself on its creative thinking and its team of experienced lawyers and administrators who are fluent in English, Greek, and Russian. They are members of various prestigious organizations, including the Cyprus Bar Association, International Bar Association, and the Society of Trust and Estate Practitioners.