Discretionary Portfolios

The service is particularly suited to high-net-worth individuals, non-profit organisations, and family offices
Ideal for clients looking to diversify across multiple asset classes including, Bonds, ETF’s, direct equities and funds
A broad range of discretionary solutions to cater for a variety of client types
Transparent and Robust Investment process
Quarterly reports on the portfolio’s performance and regular market updates from the Portfolio Manager
Minimum investment account balance of €250,000

TEAM

We are Cantor Fitzgerald

Killian Nolan

Director, Intermediary Distribution

With over 25 years’ experience in investments, banking and financial services, Killian first joined Cantor Fitzgerald as Head of Product, and took over the intermediary distribution role in 2023. Killian was previously head of business development and marketing at Independent Trustee Company and head of investments and key accounts with Rabobank. Throughout his career, he’s been involved in developing and distributing innovative products for the retail and intermediary market.

01 633 3852

[email protected]

Luke Kelly

Intermediary Relationship Manager – Intermediary Distribution

Luke joined in July 2024 and has over 12 years of experience, primarily with PTSB, within the financial services industry across various functions, including third-party relationship management, customer operations, retail banking, and remediation. He holds a QFA qualification, along with a diploma in professional banking and professional certificates in banking in the digital age, consumer protection risk, culture, and ethical behaviour in financial services.

01 566 1672

[email protected]

Hellen Dalton

Senior Portfolio Manager – Leinster

Hellen is a Senior Portfolio Manager with 20 years’ portfolio management experience. Hellen began her career with a wealth management firm in London, managing multi asset class portfolios for private clients. In 2009 Hellen returned to Dublin and joined Cantor Fitzgerald in 2016 where she specialises in the discretionary management of portfolios across equities, fixed income, funds, ETFs, structured products, loan notes and EIIS for personal, pension, charity and corporate clients. Hellen holds a Degree in Business and Financial Services, is a Registered Stockbroker, a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP®).

01 633 3625

[email protected]

Richard Power

Director of Wealth Management – Leinster & Galway

Richard is a Director of Wealth Management / Fund Manager GE at Cantor Fitzgerald Ireland and has over 25 years’ investment management experience. Richard began his career with Dolmen Stockbrokers in 1999, managing equity and bond portfolios for institutions. In 2006 Richard moved to the Private Clients division and was appointed Director of Stockbroking in January 2008. Richard holds a Bachelor’s Degree in Business Studies and French. He is also a Qualified Financial Advisor (QFA).

01 633 3891

[email protected]

Stephen Tynan

Director of Wealth Management – Leinster

Stephen is a Director of Wealth Management and has over 25 year’s financial markets experience. He began his career with Dolmen Stockbrokers in 1996 and has been directly involved in the development of the Private Client division.

Stephen has extensive experience in portfolio management, leveraged trading, structured investments, wealth and financial planning. He holds a degree in Economics from Trinity College Dublin, is a registered stockbroker, Qualified Financial Adviser (QFA) and a Certified Financial Planner Professional (CFP®).

01 633 3873

[email protected]

Scott Ellis

Assistant Portfolio Manager – Leinster

Scott joined Cantor Fitzgerald in 2021, initially working within our Structured Product Investments & Intermediaries Team. He quickly expanded his role to also umbrella Stock Movements & Client Assets before moving to our front office in Dublin as an Assistant Portfolio Manager. He is currently undertaking his QFA’s & is a registered stockbroker holding an APA designation through the Institute Of Banking.

01 566 1625

[email protected]