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]

Joe Booth

Senior Portfolio Manager

Joe Booth is a Senior Portfolio Manager based in our Cork office. He has 35 years’ experience in financial services having joined Cantor Fitzgerald in 2007. Prior to this he held various roles in a number of major banks. In his current role he manages a number of financial advisory relationships in the Munster region. This is along with advising high net worth individuals, corporates, trusts and charities on financial planning and investment strategies for the medium to long term.

01 633 3653

[email protected]

Peter Walsh

Intermediary Relationship Manager

Peter is a Relationship Manager for our Intermediary Clients. Prior to joining Cantor in 2023, Peter worked as a Wealth Manager with Irish Life for 7 years in their Bancassurance Channel, providing advice to high-net-worth individuals and companies on all aspects of Financial Planning.

Peter has a bachelor’s degree in law and accounting, and master’s in law, from the University of Limerick. Peter is also a Qualified Financial Adviser (QFA) and a Certified Financial Planner (CFP®).

087 4908 710

[email protected]