Mandates
15 of 15 mandates · €17.1M · 1 review overdue
| Individual | Loughlin Direct Equity Account | Execution Only | €310,800 | €4,150 | 0.25% | €777 | Annual | 4 Jul 2025 | 4 Jul 202638 days overdue | Charlie Murtagh |
| Individual | Cullen Global Equity Advisory | Advisory | €1,378,500 | €48,300 | 0.60% | €8,271 | Annual | 21 Aug 2025Review meeting logged | 21 Aug 2026in 10 days | Charlie Murtagh |
| Individual | Cullen Approved Retirement Fund | Advisory | €565,200 | €31,900 | 0.60% | €3,391 | Annual | 21 Aug 2025Review meeting logged | 21 Aug 2026in 10 days | Charlie Murtagh |
| Credit Union | Ballyvourney Liquidity Ladder | Discretionary | €2,450,000 | €180,000 | 0.75% | €18,375 | Half-yearly | 30 Mar 2026 | 30 Sep 2026in 50 days | Charlie Murtagh |
| Charity | Cuan Mara Reserve Fund | Discretionary | €615,000 | €76,000 | 0.75% | €4,613 | Annual | 3 Oct 2025 | 3 Oct 2026in 53 days | Charlie Murtagh |
| Credit Union | St Brendan's Treasury Mandate | Discretionary | €4,072,400 | €265,000 | 0.75% | €30,543 | Half-yearly | 20 Apr 2026 | 20 Oct 2026in 70 days | Charlie Murtagh |
| Corporate | Hartnett Corporate Reserves | Discretionary | €1,050,000 | €262,000 | 0.75% | €7,875 | Half-yearly | 14 May 2026Review meeting logged | 14 Nov 2026in 95 days | Charlie Murtagh |
| Self-Administered Pension | Duignan Small Self-Administered Scheme | Advisory | €1,240,000 | €38,500 | 0.60% | €7,440 | Annual | 15 Nov 2025Review meeting logged | 15 Nov 2026in 96 days | Charlie Murtagh |
| Trust | Fitzgerald Trust Balanced | Discretionary | €1,680,000 | €54,000 | 0.75% | €12,600 | Half-yearly | 28 May 2026 | 28 Nov 2026in 109 days | Charlie Murtagh |
| Joint | Moran Joint Growth Portfolio | Advisory | €336,000 | €7,800 | 0.60% | €2,016 | Annual | 10 Dec 2025Review meeting logged | 10 Dec 2026in 121 days | Charlie Murtagh |
| Corporate | Kilbeggan Expansion Fund | Discretionary | €1,320,000 | €41,000 | 0.75% | €9,900 | Half-yearly | 12 Jun 2026Review meeting logged | 12 Dec 2026in 123 days | Charlie Murtagh |
| Joint | Hegarty Education Fund | Advisory | €186,000 | €11,200 | 0.60% | €1,116 | Annual | 21 Jan 2026 | 21 Jan 2027in 163 days | Charlie Murtagh |
| Charity | Ashling Endowment (Screened) | Discretionary | €944,400 | €22,400 | 0.75% | €7,083 | Annual | 26 Jan 2026 | 26 Jan 2027in 168 days | Charlie Murtagh |
| PRSA | Ó Braonáin PRSA | Advisory | €412,000 | €9,600 | 0.60% | €2,472 | Annual | 3 Mar 2026 | 3 Mar 2027in 204 days | Charlie Murtagh |
| ARF | Mac Suibhne ARF | Advisory | €528,000 | €57,000 | 0.60% | €3,168 | Annual | 6 May 2026Review meeting logged | 6 May 2027in 268 days | Charlie Murtagh |