ISEC Wealth Management Ltd

Name: ISEC Wealth Management Ltd
Address: 104 Arch. Makarios III Avenue, 3021 Limassol, Limassol, Cyprus
Telephone: +357 25 262 132
Price range: $$

Verified

Wealth Management

Asset Management

Corporate & Fiduciary Services

Finance, Banking & Investment

Investment Firms & Funds

Tax & Financial Advisory Services

Regulatory Compliance

Professional & Corporate Services

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 S...

Specialities

Finance, Banking & Investment(5)

Blockchain & Crypto Advisory

International Tax Planning

Investment Fund Setup

Private Banking

Risk Management

Professional & Corporate Services(1)

International Business Structuring

Amenities

Finance, Banking & Investment(5)

Advisory Services

Dedicated Account Managers

Mobile Apps

Multi-currency Accounts

Secure Online Portals

Professional & Corporate Services(3)

Client Portals

Dedicated Client Manager

Free Initial Consultation

ISEC Wealth Management – Full Overview of Services ISEC Wealth Management Ltd is a fully independent, Cyprus-based financial institution regulated by the Cyprus Securities and Exchange Commission (CySEC) and fully compliant with the EU's MiFID II framework. The firm offers advanced, tech-driven investment and wealth management services for individuals seeking personalized and secure financial strategies. ISEC’s core mission is to help clients grow and protect their wealth through professional portfolio management, transparent pricing, and uncompromised regulatory compliance. Separately Managed Account (SMA) ISEC’s flagship offering is the Separately Managed Account — a fully personalized investment account designed for clients who prefer professional asset management without the complexity of day-to-day decision-making. Minimum entry: €10,000 (available in EUR or USD) Professionally managed and rebalanced portfolios based on each client’s risk profile and financial goals Portfolios built with highly liquid assets, ensuring instant access to funds No account opening or exit fees Real-time online access to monitor performance and allocations Assets are fully segregated from company funds (unlike traditional banks) Performance-based fee model: clients are charged only when the portfolio generates returns ISEC's SMA is designed for modern investors seeking simplicity, transparency, and results. Portfolio Management This service is ideal for clients who want to fully de...