Choosing your investments is a big decision. As a Bank of Ireland Private client, your personal plan will be guided by your Private Client Manager and the expertise of our investment team. Your Private Client Manager will work with you to develop a deep understanding of your needs, and then build a tailored financial plan to achieve your ultimate goals.
A breadth of expertise
We are the only Bank operating in Ireland with its own investment house. We source different fund managers globally, to offer you access to a unique range of investment choices. These range from capital-secure products to those providing access to a range of funds with varying levels of risk to suit you. Our market experts can advise you on Global Market Investments, bespoke portfolio management, Bank of Ireland Life unit-linked investment products, investment bonds, equities and funds.
Your Private Client Manager can help you select from different investment options. Once you’ve agreed your financial strategy, your Private Client Manager will review with you, at your request, to ensure that you’re always on track.
Only the best
We are the oldest Irish financial institution serving private clients. Backed by the strength, knowledge and expertise of Bank of Ireland Group, you can rely on us to serve you and your family, today and into the future. Talk to us and we’ll assess your wider goals and priorities, your risk profile and your timeframes for investment before assisting you in the selection of the most relevant investment products and services.
Why our approach works
- Unrivalled focus: your Private Client Manager works alongside you to understand your needs and provide a co-ordinated approach to managing your wealth over the long term.
- A broad choice: that includes fixed-term deposits and investments, Bank of Ireland Life unit-linked investments, structured products and investment funds.
- Relevant insights: your Private Client Manager offers the latest market and economic insights as well as video features and events.
- Performance tracking: through our Fund Centre and Investment Portal you can manage your investments online anytime.