September 2016 Investment Breakfast
Managing your savings and investments in an era of low interest rates and high taxes Topics included: Tax planning for passing assets to the next generation and an investment update for 2016 and outlook for 2017.
September 2016
July 2016
July 2016 Investment Luncheon – Tralee
What impact will the Brexit referendum have on Ireland and on global markets? Speakers included Kieran Ferguson, a Treasury Specialist at Investec Bank plc, Philip O'Sullivan, a Chief Economist also at Investec Bank plc and John McElroy, an Investment Manager at Quilter Cheviot, Dublin. Invite - Brexit - Tralee
July 2016 Investment Luncheon – Waterford
The ramifications of Brexit Leave vote on Ireland and on global financial markets Speakers included Dan Moroney, an Investment Strategist at Investec wealth and investment and Andy Daly, a Treasury Analyst at Moneycorp Ireland. Invite - Brexit - Waterford
June 2016
June 2016 Breakfast Briefing – Cork
The ramifications of Brexit Leave vote on Ireland and on global financial markets Speakers included John Finn, Managing Director at Treasury Solutions and Ian Slattery, an Investment Analyst with Zurich. Invite - Brexit - Cork
June 2016 Golf Day
June 2016 Client Golf Day
May 2016
May 2016 Investment Luncheon – Waterford
What impact will the Brexit referendum have on Ireland and on global markets? Speakers included Kieran Ferguson from Investec Bank plc and Andy Ivory-Corr, Head of Investments at New Ireland Assurance. Invite - Brexit - Waterford
April 2016
April 2016 Breakfast Briefing – Cork
What impact will the Brexit referendum have on Ireland and on global markets? Speakers included John Finn, Managing Director at Treasury Solutions and Andy Ivory-Corr, Head of Investments at New Ireland Assurance. Invite - Brexit - Cork
November 2015
Nov 2015 Breakfast Briefing
Managing your savings and investments in an era of low interest rates and high taxes. Speakers included Alan McIntosh, Chief Investment Strategist with Quilter Cheviot and Brendan Twohig, Tax Partner with MK Brazil.
June 2015
Jun 2015 Client Golf Day
Jun 2015 Client Golf Day
May 2015
May 2015 Financial Planning Conference
Conference with Seamus Coffey, Economist with UCC, Andrew Fahy, Tax & Financial Planning Director with Investec, John Looby, Portfolio Manager with Kleinwort Benson Investors, Daragh Murphy, Business Development Manager with Quilter Cheviot, Cliona Pierse, Solicitor with Sadlier Lynch Pierse Solicitors, Paul Pierse, Lecturer with Law Society Ireland and Brendan Twohig, Tax Partner with MK Brazil Chartered Accountants.