Investment Advice

Our range of investment advice services for both institutions and individuals includes; investment advisory, fund manager searches and monitoring, Enhanced Transfer Value (ETV) advice, ongoing oversight and support of the investment management framework, alignment of investment management framework to board policy, implementation of investment management framework bounded by business strategy, regulation (including Solvency II) along with capital and risk management considerations.

“To have investment experts representing our needs in dealing with fund managers has simultaneously upgraded our stewardship and freed up time for the Leadership Team, both of which are a great reassurance and of huge benefit to our Congregation. With this independent oversight, we now feel more confident when it comes to our investments”.

Click here to read full case study

Get In Touch

8 + 8 =

“We provide a full range of specialist investment management solutions to clients, both in Ireland and internationally ranging from investment management process reviews to bespoke consulting engagements, specifically related to risk and capital management within a regulatory framework”.

John Tuohy

Chief Executive - FCCA, CFA, QFA, Acuvest