Through our Advisory and Execution Only Services you can access a broad range of investment solutions
Our Investment Services
Advisory
- You will take responsibility for the management of your portfolio empowered by expert advice tailored to your risk and return profile and sustainability preferences.
- We’ll provide you with updates on financial market developments and our latest investment research and insights.
- We’ll implement agreed investment decisions on your behalf.
- Our advice is based on a carefully selected range of securities.
- We also offer an integrated financial advice & lifestyle planning option.
A minimum investment account balance of €250,000 is required for our Advisory Investment Service.
Execution Only
- You’ll make your own decisions as no investment advice can be provided.
- You will get access to our latest research and insights via our portal.
- We’ll provide you with updates on financial market developments and our latest investment research and insights.
- You will gain direct access to financial markets, enjoying competitive pricing and a seamless settlement process.
A minimum investment account balance of €50,000 is required.
Our Investment Solutions
Get access to a range of investment solutions, including Bonds, Shares and ETFs, Funds Capital Protected Products and Corporate Finance Products.
Bonds, Shares & ETFs
We offer advice on bonds, individual shares, share portfolios, exchange-traded funds (ETFs), investment trusts and unit trusts for all levels of risk profiles. We also offer our Analyst Conviction List, a rigorously researched list of equities that we believe will outperform the stock market.
Funds
We offer a range of fund options and expert recommendations, including our market-leading Multi-Asset 70, 50, and 30 Funds, with access to both global funds and our own experienced fund managers.
Capital Protected Investments
We are the market leader in the provision of Capital Protected and Structured Investments. Our wide range of capital protected strategies and packaged investment solutions can offer high fixed rates and or participation in stock market returns, with limited, or often no downside risk.
Corporate Finance Investments
Our Corporate Finance team provides structured non-listed investments which have the potential to deliver higher yields compared to traditional market returns for listed investments. These investments are only suitable for experienced investors including individuals, pension funds, corporations and charities.
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