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Private ClientsAs the largest Private Client stockbroking firm in Ireland, we have the expertise and experience to help our clients successfully achieve their investment objectives. Our business ethos is based on the recognition that no two clients are the same and, consequently, we offer four distinct categories of service:
1. Portfolio Managed Services
Your investment experience, and the level of involvement you wish to have in your wealth management, determines the type of portfolio management service you choose. Therefore, we offer two distinct categories of service: 2. Markets Desk This interactive advisory service focuses on generating short to medium-term investment ideas. 3. Execution Dealing Services This non-advisory services are primarily for those interested in trading stocks and building their own portfolios via the telephone, Internet, or local AIB branch. 4. Retirement Asset Services We offer attractive retirement products; both supported by quality advice, to ensure clients benefit from the tax allowances available: 5. Complementary ServicesTo support the above services, we offer an additional range of resources that will assist you in your search for appropriate investment advice and information. These include:
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