Goal PortfoliosGoal PortfoliosWe achieve this by differentiate on three pillars:
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.
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.
Marios Theocharides
Director, CEO
BSc in Computer Engineering from University of Texas at Austin, USA,
MBA from Henley Business School, UK
MSc in Telecommunications from Liverpool University, UK.
Marios has served in the Bank of Cyprus in several posts. He left the bank after 25 years of tenure. His latest position at the bank was IT Operations Manager and deputy CIO. Marios is also a Director in GoalTech Ltd, a technology company with partners like Sage UK, Amazon Web Services, Interactive Brokers and others.
Julian Smart
Founder and Business Development Manager
BSc in Accounting and Finance from the University of Bath, UK (expected June 2021).
Julian has followed courses with Quilter Advisers and is currently seeking to be a Certified Insurance Adviser. He researches funds based on risk and return criteria using tools like Wealth Interactive from Quilter International and other sources of information such as Financial Times and MorningStar. He also executes marketing campaigns using MailChimp and social media.
Antigoni Theocharides
Founder and Business Development Manager
BSc in Accounting and Finance from the University of Bath, UK (expected June 2021).
Antigoni has followed courses with Quilter Advisers and is currently seeking to be a Certified Insurance Adviser. She researches funds based on risk and return criteria using tools like Wealth Interactive from Quilter International and other sources of information such as Financial Times and MorningStar. She also executes marketing campaigns using MailChimp and social media.