ISEC Wealth Management Ltd

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 delegate the management of their investment portfolios. ISEC’s investment professionals build and adjust portfolios based on: Market conditions Macro and microeconomic insights Your unique objectives and risk appetite Portfolio management is dynamic, research-based, and continuously optimized to help preserve and grow capital efficiently. Investment Advisory For investors who prefer to remain hands-on but require expert guidance, ISEC offers tailored investment advisory services. These include: Portfolio construction advice Market and product recommendations Risk assessment and strategic reallocation guidance Advisory services are fully personalized and based on your long-term investment goals. Wealth Planning ISEC supports clients in protecting and structuring their personal and family wealth through effective planning solutions. Services include: Cross-border wealth structuring Tax optimization strategies Estate and succession planning Risk mitigation through asset protection structures This service is ideal for high-net-worth individuals seeking long-term security, continuity, and tax efficiency. Family Office Solutions ISEC also offers integrated family office services to wealthy families requiring a more holistic and consolidated approach to wealth management. This includes: Full coordination of investment, legal, tax, and reporting services Custom strategies for multi-generational wealth transfer Access to a global network of financial and legal specialists Highly confidential and discreet support structure This service combines investment management with administrative, legal, and strategic family capital oversight. Key Advantages of ISEC Wealth Management Regulated by CySEC and compliant with MiFID II Member of the Investor Compensation Fund, adding extra security for clients Assets held in segregated accounts, separate from operational capital Audited by Big Four accounting firms, ensuring trust and credibility Fully independent – not affiliated with any bank or financial group ISEC applies a results-driven pricing model, aligning the company’s success with that of its clients. ISEC Wealth Management is built for those who demand clarity, performance, and long-term trust. Whether you’re just beginning your investment journey or managing complex multi-million portfolios, ISEC delivers a tailored, secure, and forward-thinking wealth management experience.