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In search of the perfect investment portfolio Thumbnail

In search of the perfect investment portfolio

In our experience, many investors find it difficult to achieve the returns that the markets offer over time due to an improper understanding of investment risk, costs and taxes. If you have a lump sum to invest we aim to help you to earn the return you are entitled to for the risks you take whilst keeping costs and taxes under control. The distinguishing features of our Wealth Management service are our expertise, transparency and willingness to challenge the status quo for the benefit of our clients.

Advice worth €1m  Thumbnail

Advice worth €1m

We were talking to a client recently who holds a large position in Apple inc and they kept saying that they believed that the company would do well in the future. When asked why they believed this they answered because it has made them so much money.

Can I access my pension early? Thumbnail

Can I access my pension early?

Can I cash in and access my pension early? Your pension is to provide for your retirement and you can't normally cash it in before age 60. There are circumstances where you can retire as early as age 50. This would normally require the approval of your employer and/or Revenue.

When the cheapest option isn't always the best Thumbnail

When the cheapest option isn't always the best

We have always been advocates of low-cost investing in Ireland pioneering the introduction of passive investment options from Vanguard for example. However, an obsession with seeking out the lowest cost option isn't necessarily always in investors best interests.

What price principles? Thumbnail

What price principles?

The Sustainable Finance Disclosure Regulation (“SFDR”) effective on the 10th of March 2021 was introduced by the European Commission alongside (the “Taxonomy Regulation”) and (the “Low Carbon and Positive Impacts Benchmarks Regulation”) as part of a package of legislative measures arising from the European Commission’s Action Plan on Sustainable Finance.