Frequently Asked Questions

Opening an account is straightforward. You can begin by scheduling an initial consultation through our contact form or by calling our Galway office. During this meeting, we will discuss your financial objectives, risk tolerance, and current portfolio status. Following this, we will provide a tailored proposal. Once you agree to move forward, we will guide you through the necessary compliance documentation and onboarding process.

Our wealth management services typically require a minimum initial investment of €100,000. For specialized private equity opportunities, minimums may vary depending on the specific fund or project structure. We also offer introductory consulting services for those building towards this threshold.

Yes, we facilitate seamless asset transfers. We handle the administrative paperwork required to move securities, cash, and other assets from your current custodian to our managed accounts. This process is usually completed within 7-10 business days, depending on the transferring institution.

We employ a strategic asset allocation approach tailored to your specific goals. Our team of analysts monitors global markets 24/7. We utilize a mix of active and passive management strategies, adjusting your holdings based on market conditions, life changes, and tax optimization opportunities. You will receive quarterly performance reports detailing these adjustments.

We operate on a transparent, fee-only basis. Our fees are calculated as a percentage of Assets Under Management (AUM), typically ranging from 0.5% to 1.5% annually depending on the complexity and size of the portfolio. This structure ensures our interests are fully aligned with yours—we grow when you grow.

While we employ rigorous risk management and diversification strategies to mitigate downside risk, no investment is entirely risk-free. Market fluctuations are a natural part of investing. Our focus is on long-term, sustainable growth rather than short-term speculation, helping you weather market volatility over time.

Absolutely. We recognize the growing importance of Environmental, Social, and Governance (ESG) criteria. We can construct a portfolio that prioritizes sustainable companies and ethical funds without compromising on financial performance. Speak with your advisor about integrating ESG principles into your investment mandate.

Security is our top priority. We use bank-grade encryption for all data transmissions and store client information on secure, encrypted servers compliant with GDPR regulations. We conduct regular security audits to ensure your personal and financial information remains protected.

Liquidity depends on the asset classes within your portfolio. Publicly traded equities and bonds generally offer daily liquidity. Alternative investments, such as private equity or real estate, may have lock-up periods. We maintain a cash buffer in most portfolios to ensure you have access to funds when needed without having to sell growth assets at an inopportune time.

Yes, beyond personal wealth management, we offer corporate services including pension scheme management, cash flow analysis, and treasury management for small to medium-sized enterprises. We help business owners optimize their corporate finances and structure personal exit strategies.