Brian dislikes long documents. One page, figures at the top.
Pinned by Charlie Murtagh · 14 May 2026
Arden Corporate Advisers own this relationship. Tom Sheahan must be copied on any advice or proposal.
Economics
See every movement- Net new money, year to date
- €356.6K
- Revenue, year to date
- €12.4K
- Annual run-rate
- €7.9K
- Blended fee
- 0.75%
- Revenue rank in the book
- 3 of 14
Holdings by asset class
Read-only — fed nightly from the back office| Security | ISIN | Quantity | Price | Market value | % of portfolio | Unrealised G/L |
|---|---|---|---|---|---|---|
| Corporate Bond | €299,386 | 38.0% | ||||
| Bank of Ireland Senior 4.875% 2029 | XS2531861285 | 155,730 | €1.01 | €157,599 | 20.0% | +€1,869 |
| iShares Core Euro Corp Bond UCITS ETF | IE00B3F81R35 | 1,149 | €123.40 | €141,787 | 18.0% | −€5,056 |
| Sovereign Bond | €236,396 | 30.0% | ||||
| Irish Government Bond 0.20% 2027 | IE00BJ38CQ36 | 244,970 | €0.96 | €236,396 | 30.0% | +€3,430 |
| Supranational Bond | €173,364 | 22.0% | ||||
| EIB 2.75% 2030 | XS2437938622 | 175,470 | €0.99 | €173,364 | 22.0% | +€2,281 |
| Cash Deposit | €78,850 | 10.0% | ||||
| AIB Group Term Deposit 3.25% | IE00TERM0025 | 78,850 | €1.00 | €78,850 | 10.0% | +€0 |
Cash balance
€262,000
Settled
€230,560
Unsettled
€31,440
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Corporate Bond38.0%
- Sovereign Bond30.0%
- Supranational Bond22.0%
- Cash Deposit10.0%
Key facts
- Brian Hartnett MD; prefers one-page summaries
- €250,000 instant-access cash floor
- No equity exposure above 20%
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- brian@hartnettmotors.ie
- Phone
- +353 52 618 4402
- Eircode
- E91 T2Y8
- Client since
- 2013
- Objectives
- Hold surplus trading reserves above the working-capital float with low volatility.
- Time horizon
- 3–5 years
- Income requirement
- None — reinvest
- Restrictions
- Minimum €250,000 held in instant-access cash
- No equity exposure above 20%
Consents
Marketing: not given
Call recording notice: given
Portal access: not given