Partner with ISEC and provide your clients with access to tailored portfolio management and investment solutions through a trusted, regulated European investment firm.
Schedule a Discussion →CySEC Licence 356/18
CySEC-regulated investment firm operating under European MiFID II standards.
Professional discretionary portfolio management tailored to client objectives and risk profiles.
Strong compliance, AML/CFT and investor protection frameworks supporting all activities.
Focus on building strategic relationships and sustainable business growth.
Access to experienced relationship managers, onboarding specialists and compliance professionals.
Ability to provide services in multiple EU and selected non-EU jurisdictions, subject to applicable local laws and regulatory requirements.
Professionals seeking regulated portfolio management solutions for their clients.
Independent consultants looking to broaden their investment service offering.
Professional structures serving high-net-worth individuals and families.
Firms supporting international clients and business owners with regulated investment access.
Trusted advisers seeking regulated investment solutions for their clients.
Qualified entities and professionals acting on behalf of ISEC under an approved arrangement.
Partnership opportunities are subject to applicable legal and regulatory requirements in each jurisdiction.
Introduce prospective clients to ISEC and benefit from a structured cooperation and referral framework.
Develop a deeper strategic relationship while maintaining your independent business model and existing client base.
Represent ISEC's services in accordance with MiFID II and local regulatory requirements, subject to approval and registration.
Meet our team to explore cooperation opportunities and determine the most suitable structure.
Completion of KYC/KYB, regulatory and business assessments.
Review of licensing, registration and local regulatory requirements where applicable.
Execution of agreements and completion of compliance training.
Begin introducing clients and grow your business with ongoing support from ISEC.
Important Regulatory Notice
Partnership arrangements are subject to internal approval, due diligence procedures and applicable legal and regulatory requirements. The availability of particular partnership structures may vary depending on the jurisdiction and the nature of the proposed activities.
Nothing on this page constitutes an offer of employment, investment advice, legal advice, tax advice, or a commitment by ISEC Wealth Management Ltd. to enter into a business relationship.
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 an increase and decrease in capital. Please refer to our Risk Disclosure available in our web site for further information.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
For more information about the company's policies when using this website and the contract terms that are used when opening an account with ISEC, please go to CONTRACT TERMS .
Company information, Terms and conditions agreement, Portfolio management addendum, Custody addendum, Risk disclosure and warning, Conflict of interest, Order execution policy, Investor compensation fund, Client categorisation policy, Privacy policy, Commission and charges schedule, Complaints procedure for clients, Terms of use of website
RISK WARNING: Investing in financial instruments involves a high degree of risk and may not be suitable for all investors.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
RISK WARNING: Investing in financial instruments involves a high degree of risk and may not be suitable for all investors.
CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. The vast majority of retail investor accounts lose money when trading CFDs. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.
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