Wealth Management

Your Family
What are bare trusts?

Conor Crowley, Wealth Management Executive

Conor Crowley, Wealth Management Executive, examines bare trusts and how they are managed.

Read More
top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Changing the equity mix

Bernard Swords

How has our asset allocation changed month-on-month?

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Is the US dollar too high?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
Your Investments
Worried about a recession and investing? Time in the market, not timing, is what matters

Bernard Swords

As recession fears mount, many clients and prospective clients are asking us: when should I start my investment journey given the elevated risk of a recession in the near term?

Read More
Your Investments
Wealth Matters, Q3 2022: Is the tide turning?

Joe Prendergast

In this issue of Wealth Matters, we reflect on a punishing H1, look ahead to H2, explore ways to fund children's education and examine bare trusts.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Strong US retail sales; cooling inflation expectations offer relief

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: Stocks rise and bond yields inch higher

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: are growth fears overdone?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
Your Investments
Economic Monitor: How far will central banks go to crush inflation?

Dermot O'Leary

Economic Monitor explores the key themes shaping the global economy.

Read More
pulse-investment-goodbody-landscape-jan22
Your Investments
Market Pulse: are interest rate expectations peaking?

Bernard Swords

Market Pulse brings you insights on the latest investment themes to help preserve and grow your wealth.

Read More
top-down-investment-goodbody-landscape-feb22
Your Investments
Top Down: Increasing exposure to fixed income again

Bernard Swords

How has our asset allocation changed month-on-month?

Read More
Your Family
Inheritance planning: how to start gifting during your lifetime

Catriona Coady

In the final instalment of our three-part inheritance series, we consider potential ‘giving while living’ options.

Read More
Your Family
Receiving an inheritance: seven things you need to know

Catriona Coady

In the second instalment of a three-part series, we present some tips for those expecting an inheritance – from what to do with it to who pays the tax bills.

Read More
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.