Working With and Supporting You

As the largest advisory service provider in the market with c. €4 billion in assets under advice, the Goodbody Advisory Services team is also one of the most experienced investment experts working with the Credit Union sector in Ireland.

The range and depth of this experience has helped us to develop long term collaborative client relationships that go far beyond investment advice. Our emphasis is on assisting clients achieve their investment objectives while incorporating the highest standards of corporate governance. Understanding the regulatory environment for your member funds is paramount to the quality of our advice and over time we have built a strong reputation in the sector.

"We develop long lasting relationships based on trust and an understanding of client needs."
Michelle O'Keefe, Head of Advisory Services

How we advise and support our Credit Unions

  • Investment strategy advice
  • Investment portfolio management
  • Written investment recommendations ensuring strong audit trails and transparency on all investment decisions
  • Liquidity management for lending
  • Advice and guidance to Board Directors and Committees on complying with regulatory changes
  • Bespoke product offering
  • Investment policy reviews
  • CPD Training

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