Extensive experience advising Credit Unions.
High-touch support and training in addition to investment advice.
Flat fee based advisory model.
Advice on all suitable investments available to Credit Unions.
Understanding of requirements and investment landscape.
Access to in-house economic and investment research expertise.
We provide tailored advice on the structure of the Credit Union investment portfolio and the individual investments within it. Services include:
Goodbody and Amundi are very pleased to announce that the Amundi Select Investment Grade Bond fund has been successfully launched and is now available for all Credit Unions to invest in today. Designed to follow Central Bank rules, the Fund enables Credit Unions to invest in a diversified portfolio of corporate bonds to achieve an attractive risk-adjusted return. For more information, contact Brendan Cotter, Melanie Kinch and Adam Kennedy.
Head of Wealth Advisory
Senior Investment Consultant
Senior Wealth Executive
Credit Union Advisory Services Manager
Advisory Services Administrator