Make the most of what you have earned.

Each Acuvest client has their own specific financial goals that require a personalised investment plan. Our investment professionals work with you to build your personal investment plan using our process-driven approach. We develop an understanding of your investment experience, establish your investment beliefs and principles, and identify your risk tolerance parameters. From this process we design your optimal investment plan, providing exposure to a diversified asset mix including equities, bonds, funds, property and alternative assets. When constructing your portfolio, we believe it is important to incorporate your personal investment interests such as property, private equity and individual share portfolios.

Our Investment Process

Financial Model

Develop your financial model & run scenario analysis

Your Goals

Establish your goals and priorities

Your Principles

Establish your investment principles

Portfolio Design

Design an appropriate portfolio for you

Set up Portfolio

Implement the investment portfolio as designed & agreed

Regular Reviews

Proactively monitor and review the portfolio on an ongoing basis

“Our team is passionate about improving investment outcomes for people. We believe that independent and informed advice to individuals and their families at key life stages can help them to visualise different financial scenarios and ultimately simplify choices.”

John Tuohy
Chief Executive, Acuvest

How you benefit from our approach

Investment Expertise

You gain access to investment processes and solutions usually only available to large institutional investors.

Personalised Advice

When developing your investment plan, your advisor will apply our process-driven approach, which will be tailored to your needs.

Your Dedicated Advisor

Your dedicated Acuvest advisor is supported by Acuvest’ s full team of pension and investment experts.

World Class Solutions

We have access to a comprehensive range of the world’s leading investment managers and funds and can help you get the most out of your existing product providers.

Independent Advice

We are an independent business, without ties to any product or fund provider. We do not receive commissions and represent only the interests of our clients.

Cost Focus

With €4.5bn Assets Under Advisement and a business model that precludes commissions, we leverage our scale to deliver the lowest possible investment costs, increasing your net returns.

Acuvest Insights

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