A Global Perspective, and the Flexibility to Adapt to a Changing World.

Tactical trading advisory services for well-informed investors.

Regulated EU investment services are offered through J. Knobel Investor Services Limited, acting as a tied agent of Mega Equity Securities and Financial Services Public Limited. Mega Equity Securities and Financial Services Public Limited is regulated by the Cyprus Securities & Exchange Commission (CySEC) under license no. 011/03 and is a Member of the Cyprus Stock Exchange, a Member of the Athens Stock Exchange, a Member of the Athens Derivatives Exchange, and a Member of X-NET Markets.

Clients, We Seek

Educated Investors Who Value Expertise in Dynamic Markets

Ideally, our services are designed for individuals who are tax residents in Cyprus, fall within the 35% income tax bracket, and have a moderate risk tolerance.

Please note that our services are not suitable for individuals with zero risk tolerance.

What We Do

Traditional Transaction-based Services

For those seeking expert guidance and a pay-as-you-go transaction model, including:

  • Trade Recommendations
  • Asset Allocation
  • Strategy Development
  • Risk Assessment
  • Monitoring and Adjustments
  • Compliance and Regulation
  • Order handeling including reception and transmission of the purchasing or sale of financial instruments
  • Education and Training

Get your investor suitability assestment.

Discover your investor profile

Access personal recommendations

Open your brokerage account

Spectrum of Services

Advisories

This service is designed for investors who make their own trading decisions and wish to receive a trading advisory newsletter that can complement your own trading ideas. As a subscriber, you’ll have access to daily desk-based trade ideas and commentary related to a specific global macro trading strategy.

Mandatory suitability assessment is required to subscribe. With investing, your capital is at risk.

Handling Client Orders

As a non-executing broker, our order handling service entails the communication of trading ideas or recommendations with the aim of obtaining your instructions for the immediate transmission of orders to your broker for execution.

This service is designed for investors who wish to make their own trading decisions and take advantage of our forward looking broker-assisted services.

Risk Assessment

We help you evaluate and understand the risk associated with your investment decisions and ensure that the selected strategies align with your risk profile.

  • Absolute Return
  • Global Macro, and
  • Multi-Asset Strategies

These strategies allow investors to trade in markets around the world, providing geographic diversification that can be valuable during periods of economic or geopolitical uncertainty.

Securities Brokerage

We provide access to global markets – enabling investors to diversify their investment portfolios through an extensive offering of securities – equities, bonds, ETFs, and derivatives.

Greek & Cypriot
Capital Markets

International
Capital Markets

Alternative
Investments

Apply Today

We can tailor your relationship with us, depending on how involved you want to be.