Five attempts to reach Peter since the spring. Suitability questionnaire outstanding and the account is now well overdue for review — escalate to compliance if no contact this month.
Pinned by Charlie Murtagh · 23 Mar 2026 · Next action: Escalate overdue review to compliance
Economics
See every movement- Net new money, year to date
- -€413.9K
- Revenue, year to date
- €388
- Annual run-rate
- €777
- Blended fee
- 0.25%
- Revenue rank in the book
- 14 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 |
|---|---|---|---|---|---|---|
| Equity — Industrials | €111,160 | 36.2% | ||||
| Ryanair Holdings plc | IE00BYTBXV33 | 5,600 | €19.85 | €111,160 | 36.2% | +€41,720 |
| Equity — Consumer | €102,774 | 33.5% | ||||
| Tesla Inc. | US88160R1014 | 420 | €244.70 | €102,774 | 33.5% | +€23,730 |
| US Equity | €92,742 | 30.2% | ||||
| iShares Nasdaq 100 UCITS ETF | IE00B53SZB19 | 780 | €118.90 | €92,742 | 30.2% | +€36,894 |
Cash balance
€4,150
Settled
€3,652
Unsettled
€498
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Equity — Industrials36.2%
- Equity — Consumer33.5%
- US Equity30.2%
Key facts
- No contact for 140 days; suitability questionnaire outstanding
- Execution-only account — no advice given on holdings
- Escalate to compliance if no contact this month
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- peter.loughlin@outlook.ie
- Phone
- +353 89 402 1176
- Eircode
- F23 AH19
- Client since
- 2018
- Objectives
- Maximise long-term capital growth; comfortable with double-digit drawdowns.
- Time horizon
- 20 years+
- Income requirement
- None
- Restrictions
- None recorded
Consents
Marketing: given
Call recording notice: given
Portal access: given