Private Wealth Management Dublin
GSB Capital Ireland’s Wealth Management managers can help you grow, preserve and transfer your wealth effectively.
Your Wealth, Our Expertise
At GSB Capital Ireland, our wealth management approach focuses on designing a strategy that protects and grows your valuable assets while allowing you to realise your life goals.
“Our Wealth Management Consultants go beyond the standard investment advice, too, by offering personal Wealth Management financial planning guidance that accounts for everything from Life Insurance to retirement planning and Inheritance Tax considerations. “
Michael Cunningham, Managing Director, GSB Capital Ireland
Your Personal Wealth Management Advisor
With our decades of combined experience, the team at GSB Capital Ireland has seen it all. From dramatic market changes to long-term returns, our Dublin Wealth Management advisors, including Shaunna McCormack, Sam O’Reilly and Ben Buckley have unparalleled knowledge when it comes to managing clients’ assets.
The process begins with one of our experienced Wealth Management Managers sitting down with you to gain an understanding of your current situation and goals. They will then work to create personalised guidance tailored to your unique needs, be it financial security, a wish to invest or how best to navigate uncertain financial situations. Whatever the goal, your personal Wealth Management consultant will be there by your side every step of the way.
Among our experts are advisors, who are fully qualified in the UK and Ireland, holding memberships with the Chartered Institute for Securities & Investment (CISI) and the Life Insurance Association (LIA). We offer a range of services designed to protect and enhance your financial wellbeing, including life insurance, critical illness cover and specialised inheritance tax planning.
Our Wealth Management Services in Dublin
Managing wealth requires a strategic approach as well a deep understanding of both the global and national financial landscape. Here at GSB Capital in Dublin, we offer a range of services designed to protect and enhance your financial wellbeing
Life Insurance
Life Insurance is an essential part of your personal Wealth Management. Designed to provide your loved ones with financial stability in the event of bereavement, our consultants in Wealth Management Dublin will work with leading providers to find policies that best suit your financial aspirations.
Critical Illness Cover
Critical Illness Cover provides a level of financial security should you be diagnosed with a serious condition. This cover frees you to focus on getting better and to ensure you have the best cover, GSB Capital Ireland will choose policies best suited to your needs, ensuring comprehensive protection against unforeseen medical difficulties.
Income Protection
Illness and injury are impossible to predict, but should the unfortunate happen, Income Protection will be there for you. Income Protection provides a regular income, helping you and your family meet financial commitments as you recuperate.
Section 72 Policies
When GSB Capital Ireland manages your wealth, we assess every detail and option, including a Section 72 (Inheritance Tax) policy, an often-forgotten part of Wealth Management. This policy covers inheritance tax liabilities, ensuring your beneficiaries receive their full inheritance without financial burden.
Client Success Stories
Wealth Management Case Studies
Consolidation & Simplification
Tomasz successfully consolidated three separate pension funds under GSB, streamlining his investments for better management. As part of this process, he carefully adjusted his investment strategy to align with his long-term financial goals and market conditions. Through these strategic decisions, he was able to grow his capital significantly, increasing his savings from €160,000 to €190,000.
Contact Us in Dublin
for a Free Initial Consultation
Trusted Expertise
Meet the Experts Behind Your Financial Future
Senior Financial Advisor
Sam is a Qualified Financial Advisor with an MSc in Finance and membership in the Institute of Bankers. He uses retail banking and risk expertise to create strategies aligned with GSB’s values and evolving market trends.
Senior Financial Advisor
Shaunna is a Certified Financial Adviser in Ireland and an LIA member. She creates tailored strategies for clients worldwide, embracing innovation and staying current with trends, reflecting her commitment to clients.
Senior Financial Advisor
Ben is a Financial Accountant and fully qualified International Financial Planner. With experience in Banking and Wealth Management, he helps clients navigate all areas of financial planning.
Responsible investment delivers sustainable returns. Fact.
GSB Wealth Management: Environmental, Social, and good Governance
Since our foundation, ESG has been at the heart of everything GSB Capital Ireland does. As a conscious team of highly qualified advisors, we’re incredibly aware of how the world is changing around us. We believe responsible investment plays a fundamental role in shaping the world for better and improving people’s lives both near and far
Having embodied our beliefs, we see how ESG principles enhance and improve investment returns and real-world outcomes. We know our clients want their money to serve them well and do good for others at the same time, which is why we’ve taken responsibility head-on. From portfolio construction to company engagement, ethical decision-making and responsible investing are critical to who we are as both a company and individuals. Our ethics guide everything we believe in, say and do.
GSB Capital Ireland sees financial investment as a force for good. By thinking carefully about how and where we invest, we can help you make the right decisions and achieve long-term, sustainable returns.
Frequently Asked Questions about Wealth Management
A private wealth management advisor is essentially a personal financial partner who will provide comprehensive services tailored to your specific financial goals, including:
- Investment management: Creating and managing investment portfolios.
- Financial planning: Covering essentials like retirement and estate planning.
- Tax planning: Minimising tax liabilities and maximising after-tax returns.
- Estate planning: Ensuring your assets are distributed according to your wishes.
- Risk management: Protecting your wealth through insurance and other risk mitigation strategies.
If you’re in the greater Dublin area and seeking expert guidance in wealth management, contact GSB Capital Ireland. Our team of experienced financial professionals will provide advice tailored to your unique needs, whatever they may be.
If you want to create a well-rounded wealth management strategy, it’s important to have Life Insurance. That’s because Life Insurance provides financial security for your loved ones by ensuring they’re protected in the event of your passing. Beyond basic protection, Life Insurance can also serve as a strategic tool for estate planning, tax efficiency and wealth preservation. It can also be used to provide liquidity for business succession planning or to create an additional source of wealth.
At GSB Capital, we understand that our clients’ financial situations and goals are unique. Contact GSB Capital Ireland today to discuss how we can integrate Life Insurance into your overall strategy.
A Section 72 Policy is a specialised life insurance policy in Ireland designed to help individuals plan for inheritance tax. One of its key benefits is that the proceeds from the policy can be used to cover an inheritance tax bill without the beneficiaries being subject to tax themselves. This ensures that beneficiaries receive their inheritance without the burden of having to sell assets or dip into savings to pay tax liabilities.
A Section 72 policy can be particularly beneficial for those with property or business assets, ensuring that beneficiaries do not have to liquidate valuable assets to settle tax obligations
The cost of wealth management services can vary depending on multiple factors, but typically falls into one of the following structures:
- Percentage of Assets Under Management (AUM): An annual fee ranging from 0.5% to 1.5% of the assets an advisor manages for you. This fee structure aligns the advisor’s interests with yours, incentivising them to grow your wealth.
- Fixed Fees: A flat annual or monthly fee, ideal for clients seeking ongoing financial planning without linking costs to portfolio size.
- Hourly or Project-Based Fees: Ideal for specific financial advice or one-time planning services.
To discuss our fee structure, contact GSB Capital Ireland today.
What Truly Sets Us Apart
We’re client-centric
At GSB Capital Ireland, we believe that the only way to help you achieve your financial goals is to foster a long-term relationship. That’s why we take the time to create a genuine connection by getting to know you and your needs
We’re conscientious
Our holistic approach to investment means we’re by your side every step of the way. We plan and execute purpose-led long-term investment strategies, helping you navigate times of uncertainty and challenging market conditions.
We’re committed
The experienced team at GSB Capital Ireland is passionate about what we do, particularly in terms of delivering market-leading, sustainable returns. We’re disrupting financial services by combining cost-effective, passive strategy with an unhindered commitment to Environmental, Social and Governance (ESG) principles. We invest well by doing good.
Testimonials
Our clients’ success stories speak for themselves. See how our expert wealth management services have helped individuals and families achieve their financial goals with confidence.