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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

Contact Details
Telephone: + 353 1 667 0400
Fax: + 353 1 667 0240
E-mail: pclients@goodbody.ie
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