Portfolio Management

We work closely with AIB Investment Managers Limited (AIBIM), based in Dublin, in terms of investment policy, stock selection and implementation of the investment transactions. AIBIM is conservative in its approach and their philosophy is to be an active and well diversified manager of investments. They seek to identify and invest in companies that have a strong balance sheet, good management and reasonable dividend cover. Portfolios can be tailored to meet clients investment objectives across all asset classes through a segregated approach, third party unitised approach or a combination of both.

Key details relating to our service include:

Minimum investment size - Sterling 300k (or currency equivalent)
Use of open architecture or ‘Best of Breed’ unit funds
Segregated approach available for sums in excess of Sterling 1.5m.

In addition to the above list, we are more than happy to discuss individual banking requirements to suit a client’s needs. All portfolio management business and execution only services are provided in Jersey through AIB Bank (CI) Limited.

Who to contact

Alan Martin

+44 (0) 1534 883153

alan.martin@aib.je

Michael Moretta

+44 (0) 1534 883011

michael.moretta@aib.je

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AIB Jersey is a registered business name of AIB Bank (CI) Limited. To view information about AIB Jersey, including its regulatory status, and the use of this website, please visit our Website Terms and Conditions. For your protection and to help us improve the quality of our service, telephone calls may be recorded and monitored.