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:
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.
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.