We provide solutions for a broad range of client goals:
Building wealth | Education funding | Retirement income | Wealth preservation for next generation | Specialist investing | Liquidity/cashflow | Philanthropy | ESG investing.
We create diversified portfolios designed to deliver a balance between attractive risk and reward. Our investments are chosen by our Investment team following a comprehensive assessment and aim to give clients exposure to a diversified asset mix including direct equities, bonds or fixed income, funds, property and alternative assets.
Considering the balance of available risks and rewards, many individuals are holding too much cash in this environment. What to do instead without taking on inappropriate levels of risk with capital that needs to stay reasonably liquid? At Goodbody we take a graduated, step by step approach that starts with an assessment of current cash holdings in terms of yield and considers a range of options for different risk profiles.
For those clients who still seek a personal, high-touch
service from an experienced investment manager, the Goodbody Vantage suite can
offer a cost-efficient and simple way of accessing a fully diversified portfolio
as well as benefiting from the Goodbody Investment team’s strategic asset
Goodbody Vantage is a range of pre-defined portfolios targeting attractive investment returns with each matching a certain risk profile. With a minimum investment of €100,000, Vantage gives more investors access to a personal investment service and our Investment team's expertise.