Vision and mission

...to deliver best of breed investment products and advice to everyone so that we make investing easy and low cost.

We achieve this by differentiate on three pillars:

  • Provide access to funds that if an investor were to go directly would need €100.000 or more to invest and hence could not construct a diversified portfolio.
  • Use technology to minimize costs
  • But most importantly bring to the retail investors researched range of fund, managed portfolios and structured products.

Value Proposition

We believe that knowledge is key to investment. Access to costly research and sophisticated computer models to analyse potential returns, coupled with the extensive experience in wealth management that Quilter Plc bring in, enables us to provide to the small retail client, risk targeted products to help accomplish your goals.

About us

We are an online investment advisory firm, offering assurance products, based in Cyprus and regulated by ICCS (Insurance Companies Control Service), a division of the Ministry of Finance of Cyprus. ICCS is a member of the European regulator EIOPA.

Our products target long-term investors (3 years or more) and comprise of investment products that match your goals and risk tolerance.

We established our company in 2017. We cooperate exclusively with Quilter Plc (ex. Old Mutual Wealth) Currently Quilter Plc manages in excess of Eur140 billion and has 900.000 clients worldwide.

Directors

George_profilepic

Dr George Theocharides

Director, CIO

PhD in Finance from the University of Arizona, USA
MBA from the University of San Diego, USA
BEng. degree in Electrical Engineering and Electronics from UMIST UK.

Associate Professor and Programme Director of the MSc in Financial Services at the CIIM
Chairman of the Board of Management of The English School in Nicosia.

Past service:
Member of the Board of directors of Bank of Cyprus,
Non-executive member of the Board of Directors of the Cyprus Securities and Exchange Commission,
Board member of the Cyprus-Kuwait Business Association
Assistant Professor of Finance at the Graduate School of Business at Sungkyunkwan University in Seoul, Korea.
International Faculty Fellow at the Massachusetts Institute of Technology’s Sloan School of Management.

Marios-Theocharides

Marios Theocharides

Director, CTO

BSc in Computer Engineering from University of Texas at Austin, USA,
MBA from Henley Business School, UK
MSc in Telecommunications from Liverpool University, UK.

Director in GoalTech Ltd

Past service:
Bank of Cyprus as IT Operations Manager and deputy CIO.