ISEC Wealth Management is a regulated portfolio management and investment advisory firm, providing tailored investment solutions to retail clients, professional investors, and eligible counterparties. Headquartered in Limassol, Cyprus, we specialise in asset management and custodian services, structuring portfolios to align with diverse financial objectives and risk profiles. Our investment expertise spans exchange-traded instruments, including stocks, bonds, and ETFs, as well as listed and OTC derivatives. With a commitment to transparency and control, our clients retain full ownership of their assets, benefiting from access to portfolio monitoring. We focus on delivering diversified, actively managed portfolios, offering structured, risk-conscious, and expertly managed investment strategies. At ISEC, we foster a culture of excellence and innovation, ensuring that our partners and clients receive comprehensive investment solutions designed for sustainable growth in the financial markets. Risk Warning: Investing in financial instruments involves a high degree of risk and may not be suitable for all investors. Trading in financial instruments can result in both gains and losses. The vast majority of retail investor accounts lose money when trading CFDs. You should consider whether you can afford to take the high risk of losing your money.
| Website | https://is-wm.com |
| Employees | 17 (10 on RocketReach) |
| Founded | 2016 |
| Phone | +357 25 262132 |
| Technologies |
JavaScript
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HTML
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PHP
+17 more
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| Industry | Investment Management |
| Keywords | Wealth Management, Investment Management, Portfolio Management, Asset Management, Financial Advisor, Online Investing, Investment Platform, Managed Accounts, Retirement Planning, Financial Planning, Wealth Planning, Estate Planning, Investment Solutions, Custodian Services, Account Management, Technology Enabled, High Net Worth, Private Wealth, Financial Services |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Morgan Stanley, Edward Jones, J.P. Morgan, Raymond James, T. Rowe Price, Financial Services Company, LPL Financial +34 more (view full list) |
Looking for a particular ISEC Wealth Management employee's phone or email?
Darin Simeonov is the CEO of ISEC Wealth Management.
10 people are employed at ISEC Wealth Management.