Private Wealth Management Advisors
Personalised wealth management solutions designed to help you build, preserve, and transfer your wealth effectively
At GSB Capital, we understand that wealth management is more than just numbers on a spreadsheet. We believe it’s about creating a comprehensive financial strategy that protects and grows your assets while supporting your life’s most important goals. Our approach goes beyond traditional investment advice, offering holistic financial planning that covers everything from pension planning to life insurance and inheritance tax considerations.
What could you achieve if you had a financial advisor who truly understood your life’s goals? Our team of experienced financial planners are willing to take the time to get to know you so that they can provide personalised guidance tailored to your unique circumstances. Whether you’re looking to secure your family’s future, optimise your investments, or navigate complex financial decisions, we’re here to support you every step of the way.
Real results speak louder than promises. Take one of our clients, who saw their pension grow by €98,900 in just two years. That’s €25,000 more than their previous provider’s performance with the same investment risk, had they stayed with them, over the same timeframe. Another client saved €9,200 in annual income tax through our strategic, tailored advice. These are just two clients whose experience working with our financial advisors demonstrate the tangible impact of our personalised approach to wealth management.
Among out 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 commitment goes beyond financial returns. We believe in responsible, purpose-driven financial strategies that not only grow your wealth but also contribute positively to the world around us. At GSB Capital, we’re more than financial advisors – we’re here to turn financial complexity into clarity, helping you focus on what truly matters.
Our Wealth Management Services
Managing wealth requires a strategic approach as well a deep understanding of both the global and national financial landscape. Our team here at GSB Capital offers expert advice and smart solutions tailored to your personal needs.
Life Insurance
Life insurance is a cornerstone of personal wealth management, ensuring financial stability for your loved ones in case of the unexpected. Our wealth management consultants will help you choose policies that align with your financial goals, whether term life, whole life, or investment-linked policies. By working with leading providers, we ensure you get the best solutions to safeguard your family’s future.
Critical Illness Cover
A sudden illness can disrupt your financial security. Critical illness cover provides a lump sum payment if you are diagnosed with a serious condition, allowing you to focus on recovery without financial strain. As part of our financial wealth management approach, we tailor policies to your needs, ensuring comprehensive protection against unforeseen medical difficulties.
Section 72 Policies
Planning for inheritance tax is a crucial but often overlooked aspect of wealth management. A Section 72 policy is a tax-efficient life insurance plan designed to cover inheritance tax liabilities, ensuring your beneficiaries receive their full inheritance without financial burden. Let us help you integrate Section 72 policies into your estate planning strategy.
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 For A Free Initial Consultation
Responsible investment delivers sustainable returns. Fact.
GSB Wealth Management: Environmental, Social, and good Governance
From the beginning, ESG has been at the heart of everything we do. As a conscious team of highly qualified advisors, we are 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.
ESG principles enhance and improve investment returns and real-world outcomes. We know you want your money to serve you as well as do good for others 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.
We see financial investment as a force for good. By thinking carefully about how and where we invest, we can influence companies’ strategy and direction, helping businesses transform into better versions of themselves. We’re committed to helping you make the right decisions and achieving long-term, sustainable returns.
Frequently Asked Questions about Wealth Management
A private wealth management advisor acts as a trusted financial partner, guiding individuals and families in managing and growing their assets. They provide comprehensive services tailored to your specific financial goals, which can include:
- Investment Management: Creating and managing investment portfolios aligned with your risk tolerance and objectives.
- Financial Planning: Developing a holistic plan covering areas like retirement, education, and estate planning.
- Tax Planning: Strategising to minimise tax liabilities and maximise after-tax returns.
- Estate Planning: Helping you ensure your assets are distributed according to your wishes.
- Risk Management: Protecting your wealth through insurance and other risk mitigation strategies.
Essentially, a private wealth management advisor simplifies the complexities of financial management, allowing you to focus on what matters most. They offer personalised advice and ongoing support to help you achieve your financial goals.
If you’re in the greater Dublin area and seeking expert guidance in wealth management, we encourage you to contact GSB Capital. Our team of experienced professionals can provide tailored solutions to meet your unique needs. Please reach out to GSB Capital today to discuss how we can assist you in securing your financial future
Yes, life insurance is an important component of a well-rounded wealth management strategy. It provides financial security for your loved ones, ensuring that they are 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.
For high-net-worth individuals, life insurance can help cover inheritance taxes, ensuring that beneficiaries receive the full value of their legacy. 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 every client’s financial situation and goals are unique. Our wealth management experts can help you assess whether life insurance aligns with your financial plan and recommend the right solutions to safeguard your wealth. Contact us 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 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.
For high-net-worth individuals and families, a Section 72 policy provides both the certainty and peace of mind that wealth will be passed down intact. It can be particularly beneficial for those with property or business assets, ensuring that heirs do not have to liquidate valuable assets to settle tax obligations.
At GSB Capital, we specialise in wealth management strategies that protect your legacy. Our experts can guide you through the benefits of a Section 72 policy and help you determine if it’s the right fit for your estate planning needs. Contact us today to explore your options.
The cost of wealth management services can vary depending on multiple factors, including the level of service provided, the complexity of your financial situation, and the firm you choose. A reasonable fee typically falls into one of the following structures:
- Percentage of Assets Under Management (AUM): Many wealth managers charge an annual fee ranging from 0.5% to 1.5% of the assets they manage for you. This fee structure aligns the advisor’s interests with yours, incentivising them to grow your wealth.
- Fixed Fees: Some firms offer a flat annual or monthly fee, which can be ideal for clients seeking ongoing financial planning without linking costs to portfolio size.
- Hourly or Project-Based Fees: For specific financial advice or one-time planning services, you may pay an hourly rate or a set fee for a particular service.
At GSB Capital, we believe in transparent, fair pricing that reflects the value of our wealth management expertise. Our team works closely with clients to create a tailored strategy that meets their needs while ensuring cost-effectiveness. To discuss our fee structure and how we can help you achieve your financial goals, contact us today for a consultation.
What Truly Sets Us Apart
We’re client-centric
We pride ourselves on creating deep connections with our clients by investing as much time as necessary to get to know you and understand your needs. At GSB, we believe that the only way to help you achieve your financial goals is by fostering a long-term relationship.
We’re conscientious
We take a holistic approach to investment. We support you every step of the way by planning and executing purpose-led long-term investment strategies ⏤ helping you navigate times of uncertainty and challenging market conditions to achieve lasting financial success.
We’re committed
We’re passionate about what we do and deliver 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.