Investment Firm for Sale in Cyprus with Portfolio Management and Investment Advice Services

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Financial Details

Profit Metric:
Not Disclosed
Location:
CY
Source:
Date:
September 15, 2025

Key Highlights

Established Investment Firm in Cyprus (since 2017) with a strong license.
Core services include comprehensive portfolio management and expert investment advice.
Extensive cross-border network across Europe and Lebanon, facilitating international operations.

Description

This listing presents an established Investment Firm based in Cyprus, incorporated and licensed in 2017. The firm specializes in core financial services, including comprehensive portfolio management and the provision of expert investment advice. Its operational scope extends significantly through cross-border arrangements with numerous European countries (Austria, Belgium, Bulgaria, Croatia, Czech Republic, Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Liechtenstein, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Sweden) as well as Lebanon and the Marshal Islands. The firm also offers advisory services related to capital structure, industrial strategy, mergers, and acquisitions, alongside investment research and financial analysis. While financial specifics like asking price and revenue are not disclosed, the firm holds a license and possesses a wide array of financial instruments, with a bank account status listed as TBD.

Industry Information

Industry Description:
Financial Services
Classification:
Financial Services

Operational Snapshot

Year Established:
2017

Real Estate & Lease

Status:
Not Included

Listing Details

Listing ID:
2b192e53-7ed0-4d8e-93f3-97fca9c684c5
Deal Status:
For Sale
Date Posted:
April 10, 2024
Last Updated:
September 15, 2025
Currency:
USD