A Life Worth Investing in

We are an independent, employee-owned Investment Advisory firm.  We provide investment advice to high-net worth individuals, family offices, corporations, charities, foundations and retirement plans.  We have partnered with strong third-party custodians in UBS Switzerland A.G., UBS London, Credit Suisse Switzerland A.G., and The Pictet Group (“Pictet”) in Geneva, London and Luxembourg, providing complete safety of assets. 

OUR SERVICES

Our goals are to protect your assets and help you secure financial independence by developing and implementing customised wealth accumulation and wealth preservation strategies.

HOW WE WORK

A CONTINUOUS RELATIONSHIP
  • Know Your Client (KYC)
  • Portfolio Construction
  • Portfolio Monitoring
  • Communication

INVESTMENT PHILOSOPHY

We create a bespoke investment strategy that is customised for your specific needs to allow you reach your long-term financial goals.

We create a comprehensive strategy customised for you, including recommended allocations across various asset classes, which includes, but are not limited, Cash, Bonds, Equities, Currencies and Alternatives. As an independent firm, we are free to offer more personalised attention, more customised solutions, and unbiased advice to our clients.

WHO WE HELP

We provide investment advice to High Net Worth individuals, family offices, corporations, charities, foundations and retirement plans. This includes assisting entrepreneurs, holders of concentrated stock positions, expats living in Ireland and helping famillies with next generation planning.

Charlie Munger: 20 Book Recommendations That will Make you Smarter

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Newsroom

Our newsroom reflects a library of wealth management resources, including Kestrel specific commentary, articles, book recommendations, whitepapers and disclosures.