investment advisory
Warren Buffet
Our approach combines disciplined investing, diversification and transparent costs to help clients achieve their long-term objectives.
Bespoke Investments
Our specialist lump sum investment advice provides medium to long-term investment solutions for both private and corporate clients.
By aligning your investment objectives, expected returns and timeframe, we combine strategic asset allocation with our multi-manager investment approach, tailored to your attitude to risk and, where required, sustainability preferences.
Using unitised investment funds, we construct diversified investment bonds designed around your requirements, with full implementation, ongoing performance monitoring and secure 24/7 online access.
Once established, your lump sum investment remains flexible. If your circumstances, objectives or approach to risk change over time, your investment strategy can be adjusted accordingly.
For corporate investors, unit-linked investment bonds can also offer important tax planning considerations. Investment income and gains accumulating within the bond are not subject to the Close Company Surcharge (CCS) while they remain within the bond.
In Ireland, unit-linked investment bonds (also known as life assurance bonds) fall under the "gross roll-up" tax regime.
This means the underlying investments grow free of annual income or capital gains taxes. Instead, any profit upon encashment is subject to a flat Exit Tax.
Impartial Advice
Investing a significant lump sum can appear complex. We simplify the process by explaining your options clearly, helping you understand the most appropriate investment approach while ensuring independent choice, diversification and cost transparency.
Real choice means we do not promote a single investment solution. Instead, we assess a range of options and help identify the structure and investment approach most suited to your individual objectives.
Asset diversity means creating a tailored portfolio designed to spread investment risk across different asset classes, managers and strategies.
Cost transparency means understanding exactly what you are paying for, with no hidden charges and a clear focus on delivering real client value.
your path to investing
Investing involves balancing risk and return. While every investor wants to achieve attractive long-term returns, the appropriate investment strategy must also reflect your risk tolerance, investment timeframe, access requirements and personal objectives.
You may also wish to consider the underlying investments and their wider ESG impact when selecting an investment approach.
Our role is to listen, understand your requirements and provide clear investment guidance based on your objectives, circumstances and the wider investment environment.
Whether considering conservative, balanced or higher-risk investment strategies, our approach remains the same. We carefully assess your investment timeframe, liquidity requirements, tax considerations and overall costs before recommending an appropriate investment solution.
Premier Solutions
Our investment advice and solutions involve a simple 4-step approach.
01.
By understanding your position, we develop bespoke investments, to deliver best value client outcomes.
02.
Our investment solutions are personally tailored to your needs and based on your priorities.
03.
Application is kept simple, using latest technologies, with digital signature, client sign-off.
04.
We monitor and adjust to your changing needs, and to altering market conditions, with regular portfolio reviews.
Extensive Reach
Our lump sum investment recommendations are managed by some of the world’s leading fund managers.
testimonials
Our investment client feedback through Google reviews.
news & posts
Benefit from our investment advisory articles.
Reviewing Global Investment Markets in June 2026 Global investment markets delivered mixed performance in June as market leadership broadened beyond the largest technology companies. While
A Cost-Effective Approach to Investing Lump Sums… When investing a significant lump sum, the challenge is not simply finding investments. The challenge is selecting the
Market movements reviewed… Global markets delivered a positive return in May despite a challenging investment backdrop. Strong corporate earnings, continued investment in artificial intelligence (AI)
Reviewing Global Investment Markets in June 2026 Global investment markets delivered mixed performance in June as market leadership broadened beyond the largest technology companies. While
A Cost-Effective Approach to Investing Lump Sums… When investing a significant lump sum, the challenge is not simply finding investments. The challenge is selecting the
Market movements reviewed… Global markets delivered a positive return in May despite a challenging investment backdrop. Strong corporate earnings, continued investment in artificial intelligence (AI)
Investment advice
Your lump sum investment questions answered.
Before making a lump-sum investment, you should think carefully about your financial situation in terms of investment objectives: time horizon, risk tolerance, charges, and the taxation of gains.
Time Horizon
This is all about how quickly you might need access to your money. If you are interested in investing in a multi-asset environment, a time frame of 5-7 is most typically required, although you can look to draw an income.
Risk Tolerance
Risk and reward have a positive correlation, meaning the higher the risk the higher the reward potential. We will assist you with identifying the appropriate investment assets to align with your personal profile.
Charges
We always seek out investment solutions, that not only provide you with the best returns in you risk space, but also the most competitive charges.
Taxation
All lump investments (non-pension related) are subject to their gains being taxed, albeit DIRT Tax, Capital Gains Tax, Close Company Surcharge or Exit Tax.
We can advise you on the most tax-efficient solutions.
We offer low-cost lump sum, unit-linked investment solutions, which grant access to the following: equities (stocks), bonds, real estate, and ETF’s as well as alternatives, gold, and other specialised assets.
Dependent on market interest rate conditions, we may also offer Structured Deposits for time to time, offering fix rates returns for larger lump sums.
The minimum amount for investment in both passive indexed and active funds in 100k for private investors and 300K for corporate investors.
The minimum lump sum to avail of our guaranteed deposit rates is 100K.
We charge just 0.25% PA for our broker support services, working with over 23 separate domestic and international asset managers. This is in additional to the fund managers own charge, which is subject to the fund style, fund construct and the size of your investment.
Our service doesn’t stop when you start investing, regular reviews with your adviser allow us to tweak your portfolio as your needs, or market conditions, change.
The typical combined total combined annual cost, comprising of both the fund management and our broker service charge is 1.00% PA, dependent on you choice of funds in the construction or your risk managed portfolio.
Both ETFs and index funds are pooled investment vehicles, index funds are are passive as they track an index, whereas as EFTs can be passive or active. Another key difference is that ETFs can be bought and sold on the stock exchange (just like individual stocks) — while index funds cannot.
Structured Deposits over superior fixed rates of return to those generally available to Irish bank depositors. Facilitators may include the likes of Societe Generale, HSBC or Barclays.
Yes, subject yo your personal requirements, a combination of deposit based and risk asset portfolios can be constructed, using our broker services.
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