Discretionary Portfolio Management
The portfolio will include (but not be limited to) shares, bonds and cash and will be managed by Appian. As manager we will manage the account on behalf of private individuals, families, private companies and partnerships, with discretion over all investment decisions i.e. purchasing, selling and holding investment as he/she best sees fit, within agreed investment parameters decided with the client at the outset of the agreement between us. The account will be managed on a long term basis with the potential for income, capital growth or a balance of income with capital growth.
Requirements - You must be over 18 years of age. The minimum investment requirement for this type of account is €500,000.
This account type is available to individuals/joint and corporate investors.
As part of the service each client receives contract notes for each investment purchased or sold and a full valuation on a quarterly basis.
Appian Value Fund
The investment objective of the Appian Value Fund which is a Revenue approved gross roll-up Fund, is to achieve long-term capital appreciation with moderate risk exposure. The Fund invests in equity and debt securities in Europe and North America.
The Manager will select equity securities based on an analysis of the value of those equity securities and the quality of the issuer. The Manager takes a long-term approach to investment and adopts a conservative approach to risk.
The Fund may also invest in government and corporate, fixed and floating rate debt securities which have a debt rating of A or higher from Moody's Investor Services. The Fund may also hold cash deposits for liquidity purposes.
The Fund will not invest in emerging markets.
Requirements - You must be over 18 years of age. The minimum investment requirement for this Fund is €50,000.
Appian Liquidity Fund
This is a cash Fund with all funds placed with a range of banks thereby spreading the financial risk. The Fund is approved by the Revenue as a gross roll-up Fund thereby ensuring that no tax is payable until exiting the Fund or at the end of 8 years.
Requirements - You must be over 18 years of age. The minimum investment requirement for this Fund is €25,000.
To find out more information about these services including the documentation required to open an account, the current rates of management fee and dealing commission please contact Patrick Lawless or Kevin Menton on (01) 662 3001.