€180m under management
Portfolios
Firm-wide allocation and the largest client relationships.
AUM — 12 months
Demonstration data — fictional figures for illustration only.
Firm allocation
€180m
- Pensions55%
- Investments35%
- Cash & Deposits10%
Illustrative allocation.
Demo sample by category
Across the 24 demonstration clients
- Pension€11,232,678
- Investment€5,019,381
- Cash & deposits€1,763,080
- Insurance surrender values€0
Total demo assets€18,015,139
Protection benefits excluded. The sample is not the full €180m client book.
Largest relationships
- 1Donal MurrayCautious€1,434,298
- 2Padraig & Mary LynchGrowth€1,323,198
- 3Liam & Ann CoughlanGrowth€1,228,148
- 4Éabha CollinsBalanced€1,194,738
- 5Deirdre KeaneAdventurous€1,194,694
- 6Fionn WalshCautious€1,151,517
- 7Gráinne CotterAdventurous€954,857
- 8Ronan CroninCautious€953,763
- 9Róisín DalyBalanced€951,073
- 10Tadhg O'SullivanGrowth€894,217