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Portfolio Management

Our Bespoke Portfolio Management Services provide tailored solutions (advisory and discretionary) designed to meet the specific medium to long-term investment requirements of individual clients.

Fundamentally, our team operates on the basic principle that no two investors needs are ever the same. Our experienced fund managers tailor the design of portfolios to meet the specific requirements of individual clients. The aim is to find the optimal solution for every client, every time. Importantly, we can actively manage on behalf of clients who don't want huge input in day-to-day transactions, as well as those who want to be much more directly involved.

Investment Approach

NCB has significant internal resources when it comes to analysing investment markets and asset classes. Furthermore, on the bond/cash side, we have our own in house team of economists who review domestic and international prospects, with a market-focused bias. Our award winning strategy team has an excellent and proven track record in analysing investment markets from a top-down approach.

Our approach to equity investment is to focus on well-established, blue-chip companies, with proven track records of delivering consistent shareholder returns. Longer-term there is a strong correlation between the success of a company and the growth of its share price therefore, it is generally worth sticking with good, well-run companies, even though stockmarket sentiment towards them, may at times be poor.

Portfolio Management Process

The way we manage your portfolio is key to the ongoing success in meeting your objectives. NCB Wealth Management has developed a consistent and robust Wealth Management process, which underpins everything we do.

For a tour of our Wealth Management / Portfolio Management Process, please click here.

The Clients that may Benefit

Subject to appropriate professional advice, the Portfolio Management Service is most suitable for individuals, their families or trusts with invest-able assets in excess of €250,000 in cash or qualifying investments.

Our tailored Portfolio Management service suits those that require a sound, innovative and refreshing approach to the management of their investments. While they are busy with their working lives they have the confidence of knowing their investments are in safe hands.

Contact:

Nigel Poynton: nigel.poynton@ncb.ie

Rory Hennigan: rory.hennigan@ncb.ie

Tel. 01 611 5611