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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.

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

BCP Target Coupon Bond 2

BCP Target Coupon Bond 2

Closing Date: 18th February 2022
  • The aim of the Bond is to provide a potential return equivalent to 5.0% p.a. and return your capital in full at the end of the 10 year Term, or earlier

  • Potential coupon of 5.0% per annum if the Index is at or above 70% of Initial Index Level on any annual observation date

  • Capital is fully protected unless the underlying Index is more than 50% below its initial level at maturity, whereby you will lose the same % by which the Index has fallen. This is a capital at risk product.

More Information (.pdf)
Minimum Investment €20,000
Merrion Multi-Asset 70 Fund

Merrion Multi-Asset 70 Fund

Closing Date: Open Ended Investment
  • Ireland’s number one performing, multi-asset (Equities, Alternatives, Property, Bonds and Cash) fund over the long term, outperforming peers consistently over the medium and long term

  • An active portfolio, comprising bonds and equities listed on recognised markets, ETFs, CIS and exposure to commodities.

  • The fund is managed using a three-pillar investment process focusing on macro-economic, valuation and technical analysis.

More Information (.pdf)
Minimum Investment €10,000
Cantor Fitzgerald Global 85% Progressive Protection Bond

Cantor Fitzgerald Global 85% Progressive Protection Bond

Closing Date: Open Ended Investment
  • Investment strategy linked to the Fundsmith Global Equity and PIMCO Global Investment Grade Credit Bond Funds

  • Continuous upward only capital protection feature, ensures a minimum repayment of 85% of the highest Net Asset Value (NAV) ever achieved

  • Open-ended investment with daily liquidity & pricing, no fixed investment term, no early encashment penalties

More Information (.pdf)
Minimum Investment €25,000
Zurich Prisma 4 Fund

Zurich Prisma 4 Fund

Open-ended Fund regulated by the Central Bank of Ireland
  • An actively managed fund which aims to achieve growth through capital gains and income from investing across a diversified range of global asset classes.

  • Designed for the medium risk, growth investor that is looking for a globally diversified portfolio with an emphasis on long-term capital growth.

  • Diversified range of asset classes including equities, bonds, property, cash and alternative assets.

More Information (.pdf)
Aim is to generate long-term capital growth.
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?

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Speak to Harry about Wealth Management

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