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Investment services for private clients
Impartial expert advice and support to meet your investment goals
Wealth Management
Our wealth management services draw on a range of expertise to give you a highly personal, professional service. We offer a blend of financial planning and investment management support to meet your individual needs, no matter how complex your requirements.
Investment Management
Work with us to achieve your goals, whether you are an experienced or first-time investor. Our range of services include a pre-defined investment portfolio and a tailor-made investment strategy.
Financial Planning
Let us help you to get the most out of your assets and income now, and receive advice on retirement planning, estate planning and inheritance tax planning. This way you can make sure you can afford to retire when you want to, and preserve your wealth for future generations.
Wealth Management
Our wealth management services draw on a range of expertise to give you a highly personal, professional service. We offer a blend of financial planning and investment management support to meet your individual needs, no matter how complex your requirements.
Investment Management
Work with us to achieve your goals, whether you are an experienced or first-time investor. Our range of services include a pre-defined investment portfolio and a tailor-made investment strategy.
Financial Planning
Let us help you to get the most out of your assets and income now, and receive advice on retirement planning, estate planning and inheritance tax planning. This way you can make sure you can afford to retire when you want to, and preserve your wealth for future generations.
It all starts with a conversation.
Dublin
+353 1 421 0300
[email protected]
Cork
+353 21 237 3800
Please click here to access our Client Services area, which includes our brochure and other relevant documentation
Client Services
To access your Investec portfolio via our online portal Client View, please click the link below
Client View