Proven
Providing investment advice and wealth management services.
Trusted
We conduct our own strategy research, and don't accept commissions.
Since 2012
We have been advising some of Ireland’s wealthiest families since 2012.
Wealth Management | Investment Advice | Portfolio Construction
We provide advice in respect of individual wealth, corporate funds and pension assets.
Our Approach to Fees
Proven, Successful & TrustedWe do not charge any up-front commissions and only accept ongoing commission where there is no alternative. We are usually paid a 0.5% fee to provide clients with advice on their investments. We receive a 1% fee from money invested through the Insignia Defined Returns Fund. Where a client is an advisory client and invested in the Fund, these fees are netted off. Please contact us for further details.
Individual assets
Providing investment advice to achieve both shorter term goals & longer term inter-generational family goals.
Corporate monies
In many cases, our clients’ wealth is held either in holding companies or through trading companies.
Pension Assets
We can review your existing pensions, advise on restructuring and amalgamating current arrangements and advise on wealth extraction from your business.
The Fund
Insignia Financial is the investment adviser to the The Ballybunion Insignia Defined Returns Fund.
Our Investment Approach
We advise across all major asset classes and we conduct our own investment strategy research, including constructing our own asset valuation model, which informs our advice and portfolio construction for our clients.