The value of a wealth management client is very much a live question in Irish finance. Wealth managers are being bought and sold at a rapid rate. For the acquirers, wealth managers are attractive because they offer stable, reliable income. And for some of them, there’s a chance to cross sell wealth management clients onto other products. Wealth managers like Harvest, Goodbody and now Davy have been in play. It’s an industry where, increasingly, it’s better to be part of a bigger group. In 2019, Brewin Dolphin paid €44 million for Investec’s €3.2 billion of assets under management. At the…

Join The Currency

Special offer: Full annual membership for just €200.

Don’t miss out on what is going on with our daily unique stories from our team of skilled journalists and insightful commentators.

Members of The Currency get full access to over 1,500 exclusive interviews, investigations, and analysis, plus over 75 podcasts.

Annual membership is just €200 for the first year, a saving of €100.

Or try The Currency for the first month for just €5, a saving of €20.

Cancel at any time.

To become a member today click here.