Wealth Management

Taking care of your priorities

We aim to make wealth management simple, through a personalised service shaped to suit your circumstances, and delivered through a Private Client Manager, directly plugged into the best of Bank of Ireland Group expertise:

  • A unique, goals-based planning approach, delivering ongoing advice and support
  • Delivering a deep understanding of complex wealth needs
  • On hand to put the bigger picture in context, developing a personalised plan to help you thrive
  • Access to global market investments, foreign exchange, cash deposits and wealth solutions
  • Expertise in retirement and business succession planning, life and protection services, and investments

Here’s an outline of how your Private Client Manager can assist you:

Retirement Planning:

In defining your portfolio and investment strategy for retirement, we’ll connect you with our Wealth Management team who can advise you on the best ways to protect your wealth so you can enjoy your retirement to the full.

Wealth Protection:

To ensure your dependents are always financially supported, your Private Client Manager can expertly provide a strategic recommendation to identify any shortfalls that may arise, and quantify the types and levels of protection you require.

The Governor and Company of the Bank of Ireland, incorporated by charter in Ireland with Limited Liability. Bank of Ireland trading as Bank of Ireland Private is regulated by the Central Bank of Ireland. “Bank of Ireland Private” is a registered business name of Bank of Ireland. Bank of Ireland also operates under other trading names that will be detailed in the terms and conditions that concern the relevant product or service. Bank of Ireland is a member of the Bank of Ireland Group. Bank of Ireland is regulated by the Central Bank of Ireland. Registered Number C-1. Registered Office and Head Office: Bank of Ireland, 40 Mespil Road, Dublin 4.
Bank of Ireland trading as Bank of Ireland Insurance & Investments and as Insurance & Investments is regulated by the Central Bank of Ireland. Bank of Ireland is a tied agent of New Ireland Assurance Company plc., trading as Bank of Ireland Life, for life assurance and pensions business. Member of Bank of Ireland Group.