Experience the Baggot Difference. Tailored Financial Advice For Anyone in Ireland.

Are you tired of cookie-cutter financial advice that barely scratches the surface of your unique financial situation? At Baggot we take time to fully understand your financial goals, current assets, and risk tolerance before crafting a customized investment strategy to propel you towards the financial future you’ve always envisioned.

 

Want to see what we can do for you? Schedule a free, no-obligations consultation with our expert Peter Brown. Fill in your details on the right or simply call us under 1699 1590.

ARRANGE A
FREE
FINANCIAL CONSULTATION.

Talk to our esteemed financial expert Peter Brown to review of your existing investments and to establish if there are any untapped opportunities to improve your ROI.

Or call us: 1699 1590

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We believe the client should be the winner. Not the market.

Experience the power of superior financial acumen backed by 35 formidable years in the financial landscape. We don’t just aim to meet the benchmark; matching the market isn’t our style. We’re committed to outperforming it, routinely.

 

Join forces with Baggot Investment Partners, and elevate your assets beyond ordinary returns. Allow us to introduce you to the unbeaten path of financial growth, tailoring strategies meticulously crafted to bring out the best in your investments.

 

Don’t just prosper, thrive with us. Let’s redefine your financial future. 

NOT CONVINCED? OUR RESULTS SPEAK FOR THEMSELVES

Baggot Multi Asset Portfolio (BMA)

Baggot Multi-Asset Portfolio (BMA) is a diversified strategy which aims to provide positive annualised investment returns on a medium to long term basis, while managing the portfolio within its risk parameters.

This investment strategy can invest in a range of asset classes such as Bonds, Equities, Property (REITs), Commodities and Cash.

>> Download: Fact Sheet

Baggot Equity Income Portfolio (BEI)

Baggot Equity Income Portfolio (BEI) contains holdings of ETFs , investment trusts and individual equities. The portfolio is a global equity portfolio focused on income via dividends and capital growth. All assets held are subject to CGT tax rates on gains and standard tax rates on dividends.

In 2022 the portfolio returned an income yield of 4.5% and total returns of 6.47%. This beat the benchmark by 6.58% BEI has a risk weighting 5 on the ESMA Scale..

>> Download: Fact Sheet

Commodity Basket

A portfolio of stocks designed to gain from a recovery in the most common commodity prices.

Capital Gains Basket

A diversified portfolio where profits are CGT taxed, most suited to individuals seeking to limit their taxation on gains.

Inflation Basket

Infllation based strategies that will deliver returns equal to or greater than the rate of inflation.

Short Term Bonds

Rainy day funds in short term liquid instruments carrying minimal risk. From time to time you may need to hold some of your portfolio in cash or near cash.

Corporate Investments

Many businesses are holding cash on deposit earning little or no interest. Our Corporate cash strategy delivers a low risk return greater than deposit rates.

READY TO GET STARTED?

GO AHEAD AND
Arrange A Free Financial Consultation TODAY!

… and experience the Baggot difference for yourself.  

BOOK YOUR FREE CONSULTATION

Or call us: 1699 1590

Want to hear from some of our clients?

Colin

Investor Seeking Dividend Income & CGT

Colin has a medium sized cash investment with Baggot. He is very conscious about tax so requires a CGT (Capital Gains TAX) solution. Colin is invested in Baggot Equity Income which is CGT based while also focused on dividend income. Colin sweeps his dividends monthly as this provides a nice cash injection to compliment his other income.

Declan

Private Equity Investor

Declan has an appetite for risk, but it was not deemed appropriate to have all his funds set to a high-risk strategy. We advised Declan that the bulk of the funds should be in a medium risk account, however we also set up two other accounts where Declan has smaller high-risk strategies. This provides Declan with the excitement of equity only but also the security of a multi asset medium risk account.

William

Property Investor

William has a very successful company that has built up substantial cash reserves over the years. William invests his surplus funds with Baggot but needs access at short notice if a property opportunity presents itself. Many other providers have lock-in periods and exit costs, so Baggot’s liquid, no entry/exit cost portfolios suit William perfectly as he can add or withdraw at ease.

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Meet your financial advisor, Peter Brown.

Our team of industry professionals, led by the highly sought-after Peter Brown, boasts over 35 years of experience in the financial markets, ensuring you receive the best possible financial advice.

Empower your wealth today to safeguard your tomorrow. Together, we'll navigate the complexities of the financial world, creating a lasting retirement through personalized investment strategies tailored to your unique goals.
- Peter Brown, APA.

peter

PETER BROWN

APA

Peter has over 35 years’ experience in the financial markets and has managed treasury operations in financial institutions including Barclays, BNP, Ulster Bank and ACCBank.

 

Peter is an expert in foreign exchange, interest rate and market risk and has implemented treasury processes and procedures for a number of financial institutions. Throughout his banking career he advised clients on best practice with regards their treasury operations and has continued this work as a consultant.

 

As chief dealer and subsequently general manager of treasury, pensions and investments he became expert in structured finance, funding, trading, investments and risk management.

Peter’s economic analysis and expertise about the financial markets, is highly sought after by the Irish and international media. His direct manner, alongside his honest and clear assessments of present economic conditions, makes him very popular with the general public and the media alike, he features regularly on RTE, TV3, BBC World, RTE Radio, Today FM and NewsTalk.

tony

TONY FITZPATRICK

FCCA, MCSI, QFA

Tony is an accountant, Qualified Financial Advisor (QFA) and Chartered Wealth Manager with over 20 years experience in financial services.

Tony began his career with MMI Stockbrokers & Liberty Asset Management in the area of financial management and compliance during which time he became a Securities Representative of the London Stock Exchange. At the height of the DotCom boom Tony worked in IT startups CR2 Internet Banking, Nebula Technologies and DaytaTree where he setup and managed international finance functions.

Tony returned to financial services in 2002 joining Money Markets International, Irelands largest treasury brokerage as Finance Director and Head of Compliance.

Tony’s expertise is in equities, investment structures, corporate finance, foreign exchange, risk management and regulation. As a Chartered Wealth Manager Tony has a particular interest in Financial Planning and assisting our clients in developing a road-map to secure their financial future.

DAVID FLYNN

APA

David has over 25 years of experience in Financial Markets. Originally from the US, David started out in the Treasury Bond Pit at the Chicago Board of Trade. David has also worked as a Senior Trader in Geneva Trading, Fortis Bank, Merrion Stockbrokers and most notably, the iconic hedge fund Brevan Howard where in 2008, he posted positive returns of nearly 20% while the S&P 500 lost nearly 40%.

David holds an APA with the Institute of Bankers. Super Trader graduate designation from the esteemed Tharp Institute where he also served as a guest lecturer on the Super Trader Course, in the late 1990s on the subject of Technical Analysis.

He has held Series 3, Eurex Exchange, Xetra Exchange and Registered Investment Adviser (RIA) licenses.

David also served as a lecturer at the IIFT on Seasonality & Advanced Stock Investing and the Diploma in Investing. He has written investment pieces for The Sunday Independent & The Examiner.

Arrange your Free Financial Review.

 

With Baggot Investment Partners, you’re not just another account number – you’re a valued partner in a lifelong journey towards financial success.

 

Talk to our esteemed financial expert Peter Brown to review of your existing investments and to establish if there are any untapped opportunities that could improve your position.

Or just call us under: 1699 1590

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Baggot Asset Management Limited t/a Baggot Investment Partners
is regulated by the Central Bank of Ireland

CRO Number: 565467
Central Bank Ref: C143849

Terms of Business | Central Bank Approval | Legal Notices | Data Protection

At Baggot Investment Partners, we focus on offering customized financial advice tailored to the unique needs and goals of each individual client. Instead of providing generic financial guidance, our experienced professionals take the time to understand your specific situation, aspirations, and financial objectives. This personalized approach allows us to create a comprehensive financial plan that addresses every aspect of your financial life and is designed to help you reach your goals.

To get started, simply contact us by phone at (phone number) or by using the contact form above (click here)  to schedule a no-obligation consultation with one of our experienced financial advisors. During this consultation, we will discuss your unique needs, goals, and aspirations to better understand how we can help you on your financial journey. From there, we will work closely with you to develop a customized financial plan designed specifically for your situation.

That is highly dependent on what investment options you are looking for. So it’s almost impossible to answer this. Please check out our offered products and maybe read the fact sheets of our popular multi asset portfolio or our BEI portfolio to get an idea of the diverse financial options we leverage for our investments.

In Ireland, anyone looking to manage their finances better, plan for the future, make informed investments, or navigate complex financial matters can benefit from financial advice. This may include individuals at different stages of life, such as:

1. Young professionals taking control of their finances and planning for financial goals
2. Families seeking to manage their budgets, save for children’s education, or buy a home
3. Business owners looking to optimize their financial practices and invest in their company’s growth
4. People nearing or in retirement who need help managing their pension, investments, and retirement income
5. Individuals facing significant life events, such as marriage, divorce, buying or selling a house, or inheritance
6. Expatriates and immigrants navigating tax and financial systems in Ireland.

By seeking professional financial advice, people in these and other situations can gain clarity on their financial situation and develop strategies to meet their long-term financial goals.

Yes, financial advisors in Ireland are regulated by the Central Bank of Ireland. This ensures that they adhere to strict professional standards and provide a high level of service to their clients. 

Baggot is a Central bank regulated investment manager. We specialize in designing and monitoring investment strategies that are built using global investment products and assets. Where almost all financial advisors and brokers would simply refer your business to a large external manager, in return for a commission, we use inhouse expertise to actively manage your assets. We offer Investment strategies across various risk profiles. In many cases, we build portfolios in-line with our client’s specific needs (CGT focus, Income focus, etc.). As a principle at Baggot, we do not charge upfront fees or expose our clients to lock-up periods. You can add or withdraw funds at any time and switch between strategies at no extra cost.

While Baggot strives to provide excellent investment advice and solutions, the suitability of their services depends on your individual circumstances, goals, and preferences. Baggot’s experienced financial advisors can help determine the most appropriate investment strategies and products, whether you’re looking to invest €10,000 or €100,000.

 

Investment options in Ireland include stocks, bonds, property, ETFs, mutual funds, and pension funds, among others. To decide on the best investment option, consult the advisors at Baggot, who can assess your financial goals, risk tolerance, and investment horizon. They will be able to recommend the most suitable investment opportunities for your specific investment amount and objectives.

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