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Services / Wealth Management

Your financial future is safe with us.

Our specialist team will work with you to develop a customised plan to protect and grow your wealth.

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Investment Options

Expert investment and savings advice across a range of products.

We aim to make investing simple. Our wealth management team will deliver a personalised service that is unique to you and your financial goals. We will deliver ongoing advice and support to help your investment thrive.

Investment Options

We offer a wide range of investment options for our clients

Zurich Prisma Fund Range

Zurich Prisma Fund Range

  • Prisma funds aim to generate long-term capital growth by targeting specific levels of volatility with returns appropriate to individual investor risk profiles

  • Each multi-asset fund is fully diversified and can include equities, bonds, property, cash and alternatives.

  • Alternatives may include, but are not limited to: oil, gold, soft commodities and industrial metals.

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Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

Cantor Fitzgerald Ireland Technology 85% Progressive Protection Bond

No closing date
  • 85% Capital Protected

  • Low medium risk ( 2 out of 7)

  • Stock market investment linked to the Fidelity Global Technology Fund, Invesco Physical Gold ETC and 2 leading Bond funds.

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Minimum Investment : €25,000
BCP Transatlantic ESG Defensive Kick-Out Bond 7

BCP Transatlantic ESG Defensive Kick-Out Bond 7

Closing Date : 24th of May 2024
  • Potential 9% return pa if the Index is at or above the Autocall Barrier at any observation date after the 12 months

  • Risk Rating 5/7

  • Linked to S&P Transatlantic 100

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Minimum Investment : €20,000
Frequently Asked Questions

What you need to know about investing with moneycare

What type of Investment options should I consider?

What type of plan should I choose?

How do I start saving for the future?

Warning: Past performance is not a reliable guide to future performance.
Warning: The value of your investment may go down as well as up.
Pensions

Choose the right pension to enjoy your retirement.

Whether retirement is distant or close, you should be prepared. Pensions are complex but our team of qualified consultants will work with you to consider your financial circumstances and lifestyle in the context of your broader retirement plan.

Benefits

The importance of planning for your retirement

Prepare for the potential reduction in income by setting up a pension.
Secure your family future with lump sum payments.
The state provides tax relief on any contributions you make.
Frequently Asked Questions

Some common questions we get asked about pension planning

How much will my Pension be worth?

How much should save to my Pension?

What is a pension and why should I start one?

tALK TO US

Speak to Harry or Catríona about Wealth Management

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