WHO WE ARE

We are a financial services company which provides high quality financial products to both individuals and institutional entities. We offer a fully comprehensive service to our clients, including creating and managing an investment portfolio, helping to set up your pension plan, and provide you with insurance solutions, as well as offering estate planning services. We take pride in the fact that we take the time to get to know our clients in order to fully understand their life objectives, and we always ensure to adhere to a strict code of fiduciary and social responsibility.

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BILLION DOLLARS UNDER MANAGEMENT
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GLOBAL INSTITUTIONAL PARTNERS
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COUNTRIES IN WHICH WE ARE INVESTED

NEWSLETTER
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OUR SERVICES

WEALTH MANAGEMENT

We are experts at helping our clients to build a carefully structured wealth management portfolio. We consult with you in order to understand your life objectives, and we then design a portfolio which is tailored to your specific needs. We then take on the responsibility of managing that portfolio on your behalf in order to ensure that your financial future is taken care of in the long-term.

INVESTMENT SERVICES

We specialize in finding rewarding investment opportunities, and then conducting the trades on behalf of our clients. We take a long-term view to investing, and we adopt a multi-layered investment philosophy in conjunction with a policy of sustainable investing. We also cater to our institutional and high net worth clients by offering investments within the private equity sector.  

LIFE PLANNING

We understand that there are many different facets to wealth management, and each individual has to ensure that all aspects of their financial affairs are taken care of. We maintain long-standing partnerships with some of the world’s most prestigious brokers, and we have vast experience in arranging our clients’ pensions, insurance needs, and taking care of their estate planning.

Our investment approach is based on building investment portfolios which are tailor-made to suit our clients’ unique financial objectives

“We take the time to get to know our clients in order to build long-term relationships based on honesty and trust”

Douglas McGovern • Chief Executive Officer

We take great pride in firmly adhering to our fiduciary and corporate responsibility

CONTACT YOUR PERSONAL FINANCIAL ADVISOR

Contact us here and arrange for a free consultation with one of our experts for advice on how to manage your financial affairs.

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Our Partners