PortfolioMetrix, a 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.
“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,” he says. “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, says: “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.”