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Score
Cyprus
5-10 yearsRegulated in Cyprus
Appointed Representative(AR)
Medium potential risk
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Comparison
Expose
Exposure
Score
Regulatory Index3.05
Business Index7.98
Risk Management Index8.90
Software Index4.00
License Index3.29
Single Core
1G
40G
General Information and Regulation
In terms of Investment Advisory and discretionary Portfolio Management, the business provides wealth management services with an emphasis on investments. Their major goal is to preserve an investor's money while also providing better and long-term investment returns, taking into account their risk profile and preferences.
In addition to their core capabilities, they now provide Wealth Planning consulting services. Their experienced expertise and specialised external network will provide the required solutions to safeguard and increase your wealth over time in an increasingly complicated market and regulatory situation.
Granfeld Wealth Management Limited offers wealth management services with a focus on investment, in terms advisory and discretionary portfolio management. The firm also offers consulting services in the field of Wealth planning. Granfeld Wealth Management Ltd is based in Nicosia, Cyprus and is authorized and regulated by the Cyprus Securities and Exchange Commission (CySEC), License number 260/14.
Accounts
The firm offers accounts according to the needs of the clients:
- Investment Advisory: personalised advice
- Portfolio Management: investors with busy lifestyle, willing to delegate investment decisions
- Wealth Planning: Structuring wealth and successful management of assets.
- Family Office: Specialised service for defining a successful strategy in managing family wealth.
Customer Services
3 Menandrou Street
Glafcos Tower, Office 201
1066 Nicosia, Cyprus
Email: info@granfeld.com
Tel: +357 22 203315
Fax: +357 22 203318
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