Whether you are a first-time investor or a more experienced client, we are here to help
Advice
Looking to maximise your wealth but not sure where to start? Our advice is tailored to your needs and covers key areas such as financial and retirement planning, asset protection, wealth preservation, and inheritance planning. Let us help you unlock the full potential of your wealth so that you can enjoy peace of mind.
Invest
For over 25 years, we have been helping investors like you achieve their financial objectives through a variety of investment solutions. Whether you seek growth, income, inheritance relief or a sustainable solution, our offerings are designed to align with your unique goals. Let us guide you on your investment journey towards success.
Decide which type of account or service level is right for you
We match our service to your requirements and can support you every step of the way. If you are unsure which type of account is right for you, we would be happy to talk you through your options.
Service Type
Discretionary
- You are at least 18 years of age. A minimum investment account balance of €250,000 is required.
- You prefer a professional investment manager to make investment decisions and manage your account, in line with parameters agreed on and captured at the account set-up stage.
- You may have limited knowledge of financial markets and associated risks involved, or you may not have the time to manage your own investments.
- You’ll be updated on the performance of your investments regularly, as frequently as required. Full details of our discretionary portfolio service can be accessed here.
Service Type
Advisory
- You are at least 18 years of age.
- You prefer to control your own investment decisions – no investment decision will be made on your account without your approval.
- You’ll be allocated a dedicated portfolio manager.
- We’ll work with you at the account set-up stage to capture your starting investment mandate.
- We implement the agreed investment decisions on your behalf. It’s our responsibility to assess the suitability of each investment recommendation for you, including complex financial instruments.
- You’ll be required to monitor your investments on an ongoing basis.
Service Type
Execution Only
- You are at least 18 years of age.
- You don’t need advice or investment recommendations.
- You’re able to make an independent assessment of any research or recommendations to inform your independent transaction decisions.
- You have at least some knowledge of financial markets and sufficient knowledge of financial instruments to inform each transaction decision.
- You fully understand any investment and its associated risks. No investment advice is given at this service level. We’re not obliged to consider the suitability of each transaction. If a transaction involves a complex financial instrument, we’ll inform you of this before the trade instruction is placed.
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