We offer personalized guidance to help you achieve your financial goals, whether planning for retirement, diversifying investments, or managing wealth. Our process starts with a MiFID II-compliant suitability assessment to understand your objectives, risk tolerance, and financial situation.

• One-on-one consultations with CySEC-certified professionals under Mega Equity’s supervision.

• Investment strategies tailored to your risk profile.

• Support for long-term wealth planning, including discussions on portfolio structures (tax outcomes subject to professional tax advice).

• Guidance for high-net-worth individuals (HNWIs) in Cyprus.

• Unregulated Services: Financial planning and onboarding support are provided directly by J. Knobel as non-regulated activities, not covered by MiFID II investor protections.

Through our partnership with Mega Equity, we facilitate access to regulated investment services under CySEC License 011/03, connecting clients to domestic and global capital markets.

• Investment Advice (MiFID II Service): Non-independent advice tailored to your financial goals, based on suitability assessments.

• Reception and Transmission of Orders (MiFID II Service): Submit trade instructions for stocks, bonds, and ETFs via voice or electronic placement, transmitted to Mega Equity for execution.

• Access to Cyprus Stock Exchange (CSE), Athens Stock Exchange (ASE), and over 35 global markets via XNET (e.g., U.S., Europe, Asia).