Wealth Management

Connecting ambition and opportunity

For more than 150 years, Goodbody has helped clients make informed financial decisions and move forward with confidence. Today, we are an intelligence-led capital, investment and wealth platform with global reach. We bring together insight, expertise and access to help business owners, executives, individuals, families, institutions and professional advisers turn ambition into action. Our strength lies in connection. By drawing on expertise from across our business, we give clients a broader perspective on their opportunities and a clear path towards their goals.

Build Wealth

Your wealth may have been built in different places; your pension, your savings, your investments, your property or your business.

But while it may have been accumulated in silos, it shouldn’t be managed that way.

We connect every part of your wealth in one clear strategy, turning insight into action so you can protect what you have built, pursue new opportunities and move towards your ambitions with confidence.

I want to Build Wealth

Invest Capital

Selling a business. Receiving an inheritance. Realising a property investment. Some capital events may happen only once in a lifetime.

And when a substantial sum arrives at once, deciding what to do with it deserves careful consideration.

We consider every angle, connecting intelligence, planning and investment expertise in a clear strategy built around what you want your capital to make possible.

I want to Invest Capital

Turn possibility into a plan.

Wealth creates possibilities. But also, dilemmas.

How much can you spend? When can you retire? Should you invest, gift or hold onto capital? How do you protect your family? And what do you want your wealth to achieve in the years ahead?

A financial plan connects every decision, showing you where you stand, what is possible and how to move forward with confidence.

I want to Crate a Financial Plan

Plan for Inheritance

Inheritance planning is about much more than deciding who gets what.

It’s about balancing what you can afford to pass on, when the right time may be, how to do it efficiently and what you need to retain to protect your own future.

We connect succession planning, investment insight and specialist expertise so you can pass on wealth with purpose, protect family relationships and give the next generation confidence.

I want to Plan for Inheritance

Our Investment Principles

Preservation

We seek to provide real growth – allowing for drawdowns and fees – and to preserve the real value of capital over time.

Diversification

We construct well-diversified, liquid portfolios designed to smooth the expected return profile over time.

Asset allocation

It is well established that asset allocation is the most important driver of investment success.

Active management

We are an active investment manager, so we adjust our portfolios for changing global economic conditions.

Long-term

In the short-term markets can be volatile, so we always look to invest over a long-term time horizon.

Governance

We adopt the highest standards of governance by ensuring our asset allocation committee has oversight of all investment decisions.

Retire your way.

Retirement isn’t a finish line. It’s a new phase of life – and wealth. These days, that can mean anything from stopping work, stepping back gradually, giving more time to the causes you care about, or even starting a new venture.

We connect your pensions, investments, income and future plans, giving you the insight and direction to approach retirement with confidence.

I want to Plan for Retirement

Turn business value into future possibility.

Selling, transferring or stepping back from a business can be one of the biggest financial decisions you’ll ever make.

A successful exit goes beyond the transaction. It protects the value you have built and turns it into new possibilities for you and your family.

Goodbody connects corporate advisory, financial planning, pensions, tax and investment expertise, turning joined-up insight into action before, during and after your exit.

I want to Exit My Business

Realising your Dreams