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Credit Unions

Working together

As the largest Advisory Service provider in the Irish market with €4 billion in assets under advice, our focus is to ensure our Credit Union clients and their members achieve their investment goals, incorporating the highest standards of corporate governance. 

Why the Goodbody Credit Union team?

Specialist team 

Extensive experience advising Credit Unions.

Quality service 

High-touch support and training in addition to investment advice.

Transparency

Flat fee based advisory model.

 

Objective advice

Advice on all suitable investments available to Credit Unions.

Regulatory expertise

Understanding of requirements and investment landscape.

Research capability 

Access to in-house economic and investment research expertise.

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Tailored Advice

We provide tailored advice on the structure of the Credit Union investment portfolio and the individual investments within it. Services include:

  • Evaluations of your portfolio including adherence to regulatory requirements.
  • Investment strategy advice.
  • Written recommendations ensuring a strong audit trail.
  • Ongoing treasury management.
  • Liquidity management and analysis. 
  • Income forecasts.
  • Bond execution.
  • CPD training. 
  • Access to domestic economic research.


CONTACT

Speak to the Credit Union Advisory Services team today

+353 1 641 9405

[email protected]

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Warning: Nothing presented on this website constitutes investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any person. You should not act on it in any way and are advised to obtain professional advice suitable to your own individual circumstances. The value of your investment may go down as well as up. You may lose some or all of the money you invest. Past performance should not be taken as an indication or guarantee of future performance; neither should simulated performance. The value of securities may be subject to exchange rate fluctuation that may have a positive or adverse effect on the price or income of such securities.
Goodbody Stockbrokers UC, trading as Goodbody, is regulated by the Central Bank of Ireland. In the UK, Goodbody is also subject to regulation by the Financial Conduct Authority. Goodbody is a member of Euronext Dublin and the London Stock Exchange. Goodbody is a member of the FEXCO group of companies.
@2020, Goodbody
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