Cantor Fitzgerald has a long established successful relationship with the Irish credit union sector having provided independent financial services since 2000. Currently we have active business relationships with 50 leading credit unions, through our dedicated and experienced Credit Union team. Our credit union clients benefit from full access to the in depth financial and investment resources available within the global Cantor Fitzgerald group. Our services are outlined below.
Independent Investment Advisory Services
Independent and informative advice is essential in the efficient management of a credit union’s investment portfolio. We provide the support and guidance required to allow credit unions make informed investment decisions. This advice reflects the credit union’s investment objectives whilst managing members’ funds prudently. Portfolio optimisation is achieved by balancing risk and reward. All recommendations meet the needs of the credit union as well as regulatory requirements. Our team of research analysts regularly reviews economic and market movements and shares key investment insights.
Bond Execution and Custody
Our Debt Capital Markets division is an integral and vibrant part of the Cantor Fitzgerald global network with access to the domestic and international bond markets and provides very competitive pricing to credit unions who wish to use their execution and custodian facilities. Cantor Fitzgerald is recognised as Primary Dealer by the NTMA in Irish Government Bonds.
Cantor Fitzgerald develops innovative capital protected and structured investment products tailored to the credit union sector. These are distributed by Cantor and through our network of regulated financial advisers. We also provide analysis of other products offered to credit unions by intermediaries and execution services for purchase and sale of same.
We recently launched a range of new deposit products for Credit Unions
This range of deposits offer Credit Unions the opportunity to both protect against rising interest rates and to diversify their investment portfolios so as to benefit from potential equity market performance in Europe.
7 & 10 Year Eurostoxx Linked Deposit 4 (Natixis) Flyer
10 Year Dual Return Bond (BNP Paribas) Flyer
Business Planning and Financial Advisory Services
We work directly with credit union boards and management in providing consulting and advisory services to ensure that credit unions meet their goals; maintain strong balance sheets and provide first rate financial services to their members. Advisory assignments include assisting credit unions in the development and implementing of strategic and detailed business plans, reviewing the performance of the credit union, growing the business through focused and practical marketing plans, and, undertaking independent due diligence and financial reviews for credit unions that are party to a merger transaction.