Introduction


GoldCore Intermediaries Service

In an era of Globalisation, the Financial Services market should benefit from competitive forces from around the world.  However, just seven companies dominate the Irish market.

We believe that this results in a form of cartel with many of the investment products on sale in Ireland today simply representing plain vanilla versions of each other, managed to a consensus view and with a tendency to overweight both property and Irish Equities.

In international terms, the actively managed funds typically recommended by Irish Brokers are relatively expensive and have consistently underperformed cash over the last 10 years.

With the widespread availability of the internet, many of your clients are already seeking out alternative solutions and many are turning to Exchange Traded Funds and other investment funds which are able to passport into Ireland under European regulations such as MIFID and UCITS. These developments may be perceived as a threat to your existing business.

With our Global perspective on Wealth Management, and as an authorised "Product Producer", we are able to offer you access to 21st Century open architecture “wrap” solutions which have revolutionised the Brokerage Markets in the USA, Australia and UK.

Furthermore, we have unique access to a range of Index Funds from a major US Institutional Fund Manager which rival Vanguard in terms of costs and performance against commercial index funds.

Turnkey Asset Management Program

GoldCore’s Turnkey Asset Management Program is dedicated to bringing science, reason and innovation to investing.

We provide Investment Management, Business Management and Practice Development to a select group of Ireland’s most knowledgeable and forward-thinking Independent Financial Advisers and their clients.

GoldCore’s portfolio management programs are tailored to the unique needs of successful individuals as well as small businesses and institutions. Our Strategic Investing philosophy combines more than eight decades of market data, Nobel Prize-winning academic research and the latest discoveries in behavioral finance.

Our Turnkey Asset Management Program was founded with one simple, straight forward mission: to serve and support independent Advisers and their clients. We bring passion, commitment and dedication to every aspect of our business, whether it is serving as an Adviser’s complete back-office solution or helping Advisers build custom-tailored portfolios with better tools.

We believe that Advisers and their clients can benefit from the discipline, sophistication and lower costs that typically characterise institutional money management.

Working with some of the academic community’s most innovative and respected thinkers and economists ensures that GoldCore is always researching tomorrow’s solutions today.

GoldCore also brings the power of our experience and investment philosophy to retirement plans through the GoldCore Professional Pension which offers a number of retirement solutions for business owners, the self-employed and employees.
Our Portfolio Service is built by Advisers for Advisers and GoldCore provides an innovative platform for your success and offers the kind of personalized service and support you won’t find anywhere else.

We free up your time and resources so you can focus on what matters most: serving your clients and growing your practice. To help you build a modern Wealth Advisory practice, we guide and support you in three key areas:
 
Investment Management
•    Transform your practice with Strategic Investing
•    Time-tested, academically-engineered portfolios
•    Partnership with major US Institutional Fund Managers
•    Low cost investment funds

Business Management
•    Tools & support to maximize your time
•    Minimize unnecessary/unproductive activities
•    Maximize client satisfaction & retention

Practice Development
•    Enhance your Wealth Advisory focus
•    Advanced Adviser programs
•    Community of Advisers
•    Structured peer exchanges
  
All these services and support are designed to help you reach your professional growth potential and build deeper relationships with your clients.
From our time-tested investment philosophy to advanced portfolio management tools, dedicated operational support and our unsurpassed commitment to Adviser education, GoldCore’s goal in everything we do is to be the partner who contributes most to your success.

We invite you to talk to us about how GoldCore can help you and your practice prosper for years to come.

For more information on how GoldCore Wealth Management can help your business, please contact Marc Westlake, Head of Wealth Management on 01 632 5017 or e mail marc.westlake@goldcore.com