Wealth Management
Your Wealth, Our Guidance
At J. Knobel Investor Services Limited, we offer a personalized wealth management experience grounded in trust, transparency, and informed advice — all delivered under the regulatory framework of a licensed Cyprus Investment Firm (CIF). As tied agents, we provide expert investment advice tailored to your financial goals, while you retain full control over your investment decisions.
What We Offer
Investment Advisory Services
We provide structured, goal-oriented investment advice based on your unique risk profile, time horizon, and financial objectives.
- Tailored investment recommendations
- Ongoing strategic portfolio reviews
- Asset allocation advice
- Support across market cycles
Model Portfolio Guidance
Our advisory models help you align your portfolio with market opportunities — always with your approval before any action is taken.
- Non-discretionary guidance
- Suggested rebalancing strategies
- Tax and cost-efficiency considerations
Access to Global and Local Markets
Through our two trading platforms, you gain seamless access to:
- Domestic markets: Athens Stock Exchange & Cyprus Stock Exchange
- Global markets: US, EU, UK equities, ETFs, FX, and more
Risk Profiling & Suitability Analysis
We ensure that every recommendation aligns with your risk tolerance and financial situation, in line with MiFID II requirements.
Who We Serve
Wealth management services are ideal for:
High-net-worth individuals
Business owners
Families seeking intergenerational wealth planning
Professionals with long-term investment horizons
Whether you're building wealth, preserving it, or planning for succession, our advisory team is here to help.