Our business is you
Your financial goals are our priority. Whether you are a private individual, corporate entity, non-profit or institution, we can help you to preserve and grow your wealth. Depending on your appetite for involvement and your investment objectives, we offer two styles of portfolio management through our advisory and discretionary services.
Portfolio Management
Your financial goals are our priority. Whether you are a private individual, corporate entity, non-profit or institution, we can help you to preserve and grow your wealth. Depending on your appetite for involvement and your investment objectives, we offer two styles of portfolio management through our advisory and discretionary services.
Discretionary
- You prefer a professional fund manager to manage your investment decisions (within agreed parameters).
- You may not have the time to manage your own investments.
- You may have limited knowledge of financial markets and the associated risks involved.
- You’ll be updated regularly on the performance of your investments.
- You have a minimum investment account balance of €250,000.
- The service is particularly suited to high-net-worth individuals, non-profit organisations, and family offices.
- We also offer an integrated financial advice & lifestyle planning option.
Advisory
- You’re comfortable with your knowledge of financial markets.
- You like to retain control of your own investment decisions – the final decisions rest with you.
- You’ll receive professional advice and recommendations from your broker or portfolio manager.
- You’ll be updated quarterly on your portfolio’s performance, and we encourage you to monitor your investments/portfolio on an ongoing basis.
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