Our Wealth Management Offering

Client MeetingIn our experience, many investors find it difficult to achieve the returns that the markets offer over time due to an improper understanding of the risks, a lack of understanding of what constitutes value in an asset, excessive trading and insufficient attention to costs.

At GillenMarkets, for clients with assets of €500,000 and over, we aim to help you to achieve the returns offered by markets by investing in customised portfolios of well researched assets emphasising a focus on value and the long-term, and avoiding generating excessive costs.

The distinguishing feature of our Wealth Management offering is our independence and expertise. Our investment team has combined experience of over 100 years in the investment markets, and our service is transparent and competitive in terms of costs.

Following an initial meeting, we carry out a detailed financial and investment review, which outlines our views on your current position and provides independent advice regarding what we believe is the best way forward for you. The investment review costs €699 for non-members of the website and €499 for members. If we end up managing monies for you after the investment review, this fee is refunded.

Our investment solutions include the following:

  • We can co-manage personal and pension stockbroking accounts with you.
  • We can provide advice and guidance on suitable funds from the range of life company funds available in the Irish market.
  • We can offer The GM Fund, a mixed asset fund that aims to reflect our best investment ideas over time and as reflected in our weekly newsletter.  

For more information or to request an initial meeting Contact Us