Portfolio Management

Working with you and your clients’ to meet their financial goals is our key priority. Whether your client is a private individual, pension investor, corporate entity, charity or institution, we can help you to build and protect their financial assets. Depending on both preference for involvement and investment objectives, we offer two styles of portfolio management through our Advisory and Discretionary services.

  • You are comfortable with your knowledge of financial markets.
  • You like to retain control of your own investment decisions. The final decisions rests with you.
  • You will receive professional advice and recommendations from your broker or portfolio manager.
  • You will be updated quarterly on your portfolio’s performance and we would encourage you to monitor your investments/portfolio on an ongoing basis.
  • You would prefer a professional investment manager to manage your investment decisions (within agreed parameters).
  • You may not have the time to manager your own investments.
  • You may have limited knowledge of financial markets and the associated risks involved.
  • You will be regularly updated on the performance of your investments.
  • Minimum investment account balance €250,000.

How the service works

  1. A consultation will be arranged for you and your clients, with a dedicated account manager to discuss your requirements.
  2. We will talk you and your client through our portfolio strategy and a typical allocation of capital.
  3. Our investment proposal will then include bespoke portfolio recommendations, estimates of capital at risk and annual income, as well as a detailed explanation of how your clients’ investment will be managed.
  4. You and your client will have online access to view portfolio valuations and transactions and we regularly share key market insights and investment ideas aimed at helping you the make the most informed decisions with your client.

Discretionary Service

Our discretionary service is particularly suited to charities, religious orders, medical foundations, family offices, high net worth individuals and large pension funds. The Discretionary team is led by David Beaton (Chief Investment Officer) and has an excellent performance track record with over 30 years’ experience.