Wealth Management · Ireland

Investment advice built around Irish tax rules, not around a fund brochure

Moving beyond low-yield deposits means navigating Irish Exit Tax and Deemed Disposal correctly. We build diversified, evidence-based portfolios designed to beat inflation and protect your long-term purchasing power.

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Our Approach

Evidence-based investing, not market speculation

Asset Allocation

Global diversification

Globally diversified portfolios across thousands of companies, capturing the long-term return of the world economy instead of betting on individual stocks.

  • Passive investment philosophy
  • Scientific risk profiling
  • Multi-asset class diversification
Cost Efficiency

Fees you can see

Market returns are variable, but costs are certain. We use institutional-grade fund structures and disclose every fee upfront.

  • Low-fee investing
  • Tax-efficient fund selection
  • Clear fee disclosure
Governance

Discipline over emotion

We act as your circuit breaker in volatile markets, providing systematic oversight so your strategy stays aligned with your actual goals.

  • Bi-annual portfolio audits
  • Systematic rebalancing
  • Rules-based strategic focus
The value of your investment may go down as well as up. Past performance is not a reliable guide to future performance. Investing involves risk of capital loss.
Step 01

Compound interest calculator

Set a lump sum and monthly contribution to see how long-term compounding could grow your wealth.

€10,000
€300 / month
20 years
Projected value (6% avg. return)
€0
Excludes tax and fees. Illustrative purposes only.
Step 02

Risk tolerance profiler

A quick guide to where you sit on the ESMA risk scale, from defensive to adventurous. Your advisor will confirm this with a full assessment.

1. How long before you'd need to withdraw this money?

Less than 3 years
3–7 years
7–15 years
More than 15 years

2. What's your primary objective?

Capital preservation
Inflation protection & growth
Aggressive wealth accumulation

3. If your portfolio dropped 20%, how would you respond?

Sell immediately
Reduce risk
Hold firm
Buy more
Your indicative profile
Answer to reveal
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Wealth Management & Irish Tax

Common questions

Exit Tax or Capital Gains Tax — which is more efficient?+

It depends on your investment vehicle and timeline. Irish-domiciled funds benefit from gross roll-up, letting returns compound without annual tax friction for 8 years. Direct equity investments under CGT allow loss-offsetting and an annual tax-free allowance. We assess both against your specific position.

What is Deemed Disposal and how does it affect me?+

Deemed Disposal is a mandatory tax payment due every 8 years on unrealised gains within certain Irish funds. We treat it as a planned liquidity event and structure withdrawals around it, so it doesn't disrupt your long-term compounding.

What's the right strategy for high-net-worth individuals?+

We favour evidence-based, multi-asset portfolios over speculative stock-picking, using systematic rebalancing and low-cost fund structures to keep your allocation aligned with your risk appetite as it changes.

This content covers Irish tax legislation as of 2026 and is for informational purposes only — it is not personal financial advice. Tax legislation is subject to change.

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