With fraud cases increasing, it is important to be alert and aware. By staying vigilant you can help protect yourself from being the victim of fraud.

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Dedicated to institutional wealth, stakeholder value, and a sustainable future

Dedicated to institutional wealth, stakeholder value, and a sustainable future

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Supportive of you, your custodial 
vision, and your philanthropic goals

Supportive of you, your custodial 
vision, and your philanthropic goals

Latest Insights

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Insights | 28.05.2026

Optimum Portfolios

In our latest Investing Explained article, Leonardo Mazza, Head of Cross-Asset Strategy & Fund Manager, underlines how Optimum Portfolios provide a disciplined, professionally managed framework for long-term investing.
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Insights | 28.05.2026

Planning for the Future: Stewardship as a Shared Responsibility

Planning for the future is about making thoughtful decisions that deliver long-term value. Helen Harrington, Director – Stewardship Advisory Services, shares how a structured approach can help balance immediate priorities with lasting impact while ensuring capital continues to work effectively over time, with a focus on stewardship in Irish philanthropy.
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Insights | 28.05.2026

Fraud Awareness: What the Sophisticated Investor Needs to Know

Fraud is an increasing risk that can affect even experienced investors. Investment scams can lead to significant losses, so awareness, recognising warning signs and independently verifying all instructions are essential to protect yourself.
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Insights | 18.05.2026

The Weekly Compass 18/05/26

Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Nvidia earnings the marquee event
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Insights | 11.05.2026

The Weekly Compass 11/05/26

Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Xi–Trump meeting, oil volatility and US CPI in focus.
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Insights | 05.05.2026

The Weekly Compass 05/05/26

Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: Re-escalation in Middle East and US Jobs data key focus this week.
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Insights | 29.04.2026

Ireland’s Savings Potential

Linda McGrath, Relationship Manager, takes a look at the proposed new Irish state-backed savings and investment scheme and how it could help households move excess cash into long-term investing, adding that professional advice will be critical to ensuring the initiative delivers meaningful financial outcomes.
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Insights | 29.04.2026

Wealth Planning and Behavioural Biases

Laura Reidy, Director of Wealth Management, explores how emotions often play a part in how people make financial decisions, and why wealth planning provides a structure that supports good decision-making.
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Insights | 29.04.2026

Markets in Transition: Navigating Geopolitics, Rotation and Opportunity

John Mullane, Chief Investment Officer, shares that despite geopolitical tensions and market rotation in Q1, markets have proved to be notably resilient and disciplined stock selection will be the key to navigating volatility and capturing opportunity.
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Insights | 27.04.2026

The Weekly Compass 27/04/26

Our CIO, John Mullane, shares the latest Market News and Views and gives insights for the week ahead: A pivotal week for markets with 5 of Mag-7 reporting.
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