Meet Our Investment Team
Experienced professionals dedicated to helping Irish businesses and investors make informed financial decisions through rigorous analysis and personalized guidance.
Leadership That Understands Your Market
Our Dublin-based team brings together decades of experience in Irish financial markets, European investment landscapes, and global economic trends. We've worked with everything from family-owned Cork manufacturers to multinational tech companies expanding through Ireland.
What sets us apart isn't just our technical expertise—it's our understanding of how investment decisions actually play out in the real world. We've seen market cycles, helped clients navigate Brexit uncertainties, and adapted to changing tax environments.
Every recommendation we make comes from this practical experience, not just theoretical models.
Specialized Knowledge Areas
Our team covers every aspect of investment evaluation and financial planning
Market Analysis
We dig deep into sector trends, regulatory changes, and economic indicators that actually matter for your investment timeline. Our analysts track everything from Irish property cycles to emerging technology sectors across Europe.
Risk Assessment
Beyond standard risk metrics, we evaluate how investments might perform during different economic scenarios. This includes stress-testing portfolios against potential interest rate changes, currency fluctuations, and market volatility.
Tax Optimization
Our team stays current with Irish tax legislation, including changes to capital gains, dividend taxation, and pension regulations. We help structure investments to work efficiently within your specific tax situation.
Portfolio Strategy
We develop investment approaches that align with your actual goals and constraints—whether that's planning for retirement, funding business expansion, or preserving wealth across generations.
How Our Team Works
Collaborative expertise focused on delivering practical investment insights
Research & Analysis
Our research team monitors market conditions, evaluates investment opportunities, and produces the detailed analysis that informs every recommendation. They maintain relationships with fund managers, track regulatory changes, and assess economic trends that could impact your investments.
Client Advisory
Your primary point of contact for investment discussions, portfolio reviews, and strategic planning. Our advisors translate complex market analysis into clear recommendations tailored to your specific situation and goals.
Risk Management
Specialists who focus on identifying potential problems before they affect your portfolio. They monitor portfolio concentrations, assess correlation risks, and recommend adjustments when market conditions change.
Implementation Support
The team that handles the practical aspects of investment execution—from setting up accounts and processing transactions to coordinating with your existing financial advisors and accountants.
Key Team Members
The professionals who lead our investment evaluation and advisory services
Sarah leads our market analysis efforts with fifteen years of experience in Irish and European financial markets. She previously worked with institutional investors in London before returning to Dublin in 2019. Her research focuses on identifying long-term investment trends and evaluating how global economic changes affect Irish investors.
Emma specializes in working with business owners and high-net-worth individuals who need sophisticated investment strategies. She has particular expertise in tax-efficient portfolio construction and cross-border investment planning. Emma joined our team in early 2023 after spending eight years with a boutique wealth management firm in Dublin.