Aoife is the more cautious of the two — always include her on correspondence, she reads it more closely than Declan.
Pinned by Charlie Murtagh · 16 Jun 2026
Economics
See every movement- Net new money, year to date
- €57.5K
- Revenue, year to date
- €3.6K
- Annual run-rate
- €2K
- Blended fee
- 0.60%
- Revenue rank in the book
- 9 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 |
|---|---|---|---|---|---|---|
| Global Equity | €217,628 | 66.3% | ||||
| Vanguard FTSE All-World UCITS ETF | IE00BK5BQT80 | 1,640 | €132.70 | €217,628 | 66.3% | +€59,532 |
| US Equity | €110,568 | 33.7% | ||||
| iShares Core S&P 500 UCITS ETF | IE00B5BMR087 | 1,020 | €108.40 | €110,568 | 33.7% | +€34,578 |
Cash balance
€7,800
Settled
€6,864
Unsettled
€936
Across 1 mandate.
Valuation, last twelve months
Asset allocation
- Global Equity66.3%
- US Equity33.7%
Key facts
- Aoife reads correspondence more closely than Declan
- Second-property fund target: 2029
- €750 monthly contribution starting September
Advisor team
- Charlie Murtagh· Portfolio managerEmail
Client details
- declan.moran@gmail.com
- Phone
- +353 86 703 9915
- Eircode
- H91 KP40
- Client since
- 2019
- Objectives
- Build a deposit-free second property fund and long-term growth ahead of retirement in 2043.
- Time horizon
- 15 years+
- Income requirement
- None — full accumulation
- Restrictions
- No leveraged or geared products
Consents
Marketing: given
Call recording notice: not given
Portal access: given