Portfolio Managed Services

Advisory Portfolio Management Account

This service allows a more proactive client role while availing of professional advice in all portfolio investment decisions.

Features

• Portfolio may comprise of shares, bonds, cash and at time property, in accordance with an agreed strategy between the portfolio manager and client
• A dedicated, qualified portfolio manager is assigned
• A tailored long-term investment strategy is created
• Recommendations are based on the client's requirements, but the end decision rests with the client

Benefits

• Portfolio manager advises on all investment decisions, but allows the client to make the end decision
• One-to-one client/portfolio manager relationship exists
• Regular reports are provided

Eligibility

• Initial investment requirement of EUR250,000 on this account
• Available to private individual/joint and corporate investors
• Must be over 18 years of age
• May be established on single or joint person basis

Contact

Contact the Goodbody New Client Helpdesk