Portfolio Managed Services

Discretionary Portfolio Management Account

This service provides discretionary management of diversified portfolios for long-term capital growth.

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
• The portfolio manager has discretion to make investment decisions on the clients behalf
• All changes are notified immediately adhering to guidelines laid down by the client in relation to income, risk profile, tax considerations or ethical concerns

Benefits

• One-to-one client/portfolio manager relationship exists
• Potential of long-term capital growth
• Portfolio manager takes full charge of investment decisions
• Ensures efficient management and swift reaction as circumstances dictate
• Regular reports are provided

Eligibility

• Initial investment requirement of EUR125,000 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