We currently have a close partnership with an asset manager to provide asset management consulting services and to contribute to its growth.

We are advising a wealth manager as a CIO role.

We are advising a wealth manager to apply its dynamic FX hedging program for EUR, USD and CHF based clients.

 

 

Track-Records 

IMPORTANT LEGAL INFORMATION BEFORE DOWNLOADING 

These documents are issued by Goal Management to you for information purposes only, and do not constitute a recommendation, offer or solicitation to buy or sell financial instruments or any other financial product. They are not intended for retail clients or for distribution in any jurisdiction where it is not lawful to do so. Goal Management is not under any obligation to update or keep current any of the information contained herein. Neither Goal Management or any of its directors, officers, employees, or agents shall have any liability, however arising, for any error, inaccuracy or incompleteness of fact or opinion in this document. Neither Goal Management nor any other employee of Goal Management accepts any liability for any loss arising from any use of this document or its contents. It is the responsibility of each investor, to read the documentation for any financial product before making any investment decision, in order to analyse the associated risk and reach its own decision, independently of Goal Management. Investors are recommended to obtain independent advice from specialist advisors in these matters, in particular to ensure that the investment or service is appropriate for its financial and tax position. Past performance and volatility is no guarantee of future performance and volatility which may change over time, and can be separately affected by fluctuating exchange rates.

Track-Record FX Alpha Strategy

The strategy has been implemented since June 2016.

Track-Record Overlay Strategy

The strategy has been implemented since July 2020.