Laura Devoy, Cfa, Cfp® Email & Phone Number

Dublin, Ireland

• Award winning, highly experienced Wealth Manager of bespoke investment portfolios for family offices, business owners pre and post exit, individuals and charitable trusts. This includes retirement & inheritance planning.• As an Investment Director I leverage the investment experience gained over a 20 year career, starting as an Equity Analyst, progressing to Fund Manager for both Equity and High Income Funds.• My primary focus is on risk management and delivering appropriate advice… Show more • Award winning, highly experienced Wealth Manager of bespoke investment portfolios for family offices, business owners pre and post exit, individuals and charitable trusts. This includes retirement & inheritance planning.• As an Investment Director I leverage the investment experience gained over a 20 year career, starting as an Equity Analyst, progressing to Fund Manager for both Equity and High Income Funds.• My primary focus is on risk management and delivering appropriate advice unique to client's individual requirements. Each client is given individual attention and I create solutions which match their specific risk/reward objectives. Show less

Dublin, Ireland

• Asset gathering was central to my role, via regular marketing rounds for both funds under management and prospective private clients.

Dublin, Ireland

• Senior Asset Manager for the Goodbody Equity Fund and Assistant Manager to the Goodbody High Income Fund. Both funds were designed for the private investor market.• Member of the Goodbody Asset Allocation Committee: leverage my international equity and cross assets knowledge plus asset management expertise to deepen the value proposition of the investment process for the Goodbody Private Client division. Assist the CIO in developing portfolio solutions for the wider private client base… Show more • Senior Asset Manager for the Goodbody Equity Fund and Assistant Manager to the Goodbody High Income Fund. Both funds were designed for the private investor market.• Member of the Goodbody Asset Allocation Committee: leverage my international equity and cross assets knowledge plus asset management expertise to deepen the value proposition of the investment process for the Goodbody Private Client division. Assist the CIO in developing portfolio solutions for the wider private client base split between discretionary and advisory mandates. Portfolio structuring experience utilized to interpret the global macro view into recommended equity, bond and alternatives portfolio positions.• Chair of the Equity Committee the forum for stock selection for private client portfolios. Review equity sectors to identify themes and isolate price and valuation inconsistencies. Overlay equity portion of portfolio structuring with sector thematics. Show less

Dublin, Ireland

• Built in depth database of international company knowledge across sectors, via conferences, company visits and corporate management meetings to assess company positioning. Frequent trips to the US, UK and Europe to meet and review companies as well as analyst visits with international brokers to develop strong investment recommendations for portfolio managers and Chief Investment Officer

Education record

Chartered Financial Analyst, Finance

Master Of Investment & Treasury, Scholarship From Davy Stockbrokers, Honours

Thesis subject: applying the APT pricing model to the Irish Stock Market - ISEQ index

Bachelor Of Business Studies, Business/Commerce, General, 2:1