How we manage
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
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.