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Investments & Wealth Management

Wealth Management

We provide a highly tailored and sophisticated investment management advisory service. Tax planning is an important and integral part of the offering sitting comfortably with our investment advisory services to deliver a complete wealth management solution. The firm provides managed advisory services with integrated tax planning strategies where appropriate.

Investment Services

We believe your investment needs can only be properly met when they are understood; it is only then that the process of constructing a bespoke investment portfolio begins. Our dedicated investment managers, with many years of investment experience and in-depth knowledge of the financial markets, are at hand to help you choose the right mix of financial assets and construct an investment portfolio which balances investment risk and investment return to maximise income or growth in line with your investment risk profile.

We are able to advise you across the full range of asset classes including cash, government bonds, corporate bonds, high yield emerging market bonds, equities, commodities, hedge funds, real estate funds and structured products offering full or soft protection as required. Our objective is to put in place an investment strategy that is right for you. Your portfolio however will be managed on an on-going basis and reviewed regularly in accordance with your specific investment requirements.

Managed Advisory Service

Our advisory portfolio management service is suitable for investors who do not have the time or knowledge to construct and manage their own investment portfolio.

Products

  • Managed Advisory Service

  • Tax Wrappers – Investment Advisory Services

  • Pensions – Investment Advisory Services

  • Lump Sum Investments

  • Regular Savings

  • School Fees Planning


Read more about our investment philosophy and why you should choose Fiduciary Wealth as your wealth management partner.

To speak directly to an investment manager or for further information Tel: +350 200 50982 or email wealth@fiduciarywealth.eu.