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Wealth Management

Willis Private Wealth Management was set up in 2012 to provide advisory, discretionary portfolio management and execution only investment services for both pension and personal assets. We pride ourselves on our personalised approach and tailoring of our investment solutions to suit each individual client.

Investor confidence is at an all- time low following the collapse of the Irish economy and the European sovereign debt and banking crisis. 

We provide an independent and conflict free service with a global perspective and access to the best performing fund managers in the world.

Our investment strategy is innovative, built on the cornerstones of diversification and a desire for capital protection and growth.

Our core investment process incorporates asset allocation, portfolio construction, performance monitoring, rebalancing and evaluation.

Key Services
Investment portfolio management services for both personal and pension assets
Pre and post retirement planning
Inheritance planning
Tax based investments
CONTACT DETAILS
Mark Dawson
Tel: +353 1 639 6390
Email: mark.dawson@willis.ie