Our strategy

How we manage

No matter what the future brings, we can offer you foresight in a world in flux. We’ll work with you to keep your financial goals on track, and your future within sight. We offer a diverse range of products and services to suit your approach to investment and help you achieve your financial goals.

We help you look at the longevity

Chief Investment Office

Our Chief Investment Office (CIO) has investment specialists across the globe working to understand the bigger picture and how your investments fit in to it. We use their research to form the Cashel Fund House View, our market outlook for the next six months. Our Portfolio Management team makes sure your investments reflect our analysts’ most up to date ideas. But, of course, we have the flexibility to snap up interesting short-term investment opportunities wherever we spot them.

Online trading platform

Follow all of your investments with our online trading platform. with access to all major markets across the globe. 

EU Chief Investment Office

Our local CIO team are on the ground researching Global assets and helping advisors apply the research and House View to managed portfolios.

We know how important your priorities are

Retirement planning

Retirement is a time to enjoy the world’s splendour, not worry about its volatility. Your Wealth Planner will help you set retirement goals with a range of pensions and other long-term vehicles.

Sustainable investment

Many of our clients want their investments to reflect their personal values. Sustainable investing could allow you to create lasting positive change in the world, without compromising on investment performance.

Tax-efficient investing

Although your Wealth Planner can’t offer personal tax advice, they can assess the effect of tax on your wealth and provide tax-efficient wrappers for your investments, like Offshore Bonds, Enterprise Investment Schemes and Venture Capital Trusts. Please bear in mind that tax rules can change in future and their effects on you will depend on your individual circumstances.

What's it all for?

Wealth and the next generation

Here we examine the question of what wealth is fundamentally for. In a series of 8 client case studies we highlight some of the real challenges and dilemmas faced by different families when it comes to making plans for transferring wealth to the next generation.

Cashel Investor Watch

Keeping up with the latest insights can give you great ideas for making the most of your wealth. That’s where Cashel Investor Watch comes in, bringing you the views of investors around the world. Explore our reports and see how they might help you reach your goals.

If you want to know more

The price and value of investments and income derived from them can go down as well as up. You may not get back the amount originally invested.

Close Menu