PortfolioMetrix opens Dublin office

PortfolioMetrix, the next-generation discretionary investment fund management firm that blends the convenience of model portfolios with the ability to customise portfolios for individual clients, has launched in Ireland, with offices based in Dublin.

The Dublin office will be offering Irish advisers and their clients Euro Portfolios. However, the expansion also offers access to Euro funds for UK based advisers with clients requiring investment options outside of Sterling.

Marc Westlake, a Chartered Financial Planner with 23 years’ financial services experience, will head up the new office in Dublin City Centre.

Marc Westlake comments: “We are excited by the unique benefits offered by PortfolioMetrix and we believe that this will offer advisers based in the Republic of Ireland a fresh approach to portfolio management. The proposition has all the benefits and simplicity of model portfolios but with unique customisation capability avoiding the issues of ‘shoe-horning’ clients into a limited range of models.”

Mike Roberts, CEO of PortfolioMetrix in the UK welcomes the expansion: “Opening up in Ireland brings a new dimension to the PortfolioMetrix offering, providing access to Euro funds for all clients, not just those living in Ireland. It adds a new string to our bow and provides advisers with increased options for managing their clients’ investments wherever they reside and whatever their needs.”

Marc Westlake can be contacted on 00353 1 5397245; marc.westlake@portfoliometrix.ie and Mike Roberts on 0203 286 3522; mike.roberts@portfoliometrix.co.uk.

For Financial Professionals

This website is intended for financial professionals only.

By continuing you are confirming that you have read, understood and agree to our Privacy Policy. You are also consenting to the use of Cookies on this site.

The value of investments and the income received from them can fall as well as rise. Investors may not get back the amount invested.

I DISAGREE I AGREE