Michael Murray Be Cdipaf Qfa Cfp®

Michael Murray Be Cdipaf Qfa Cfp® Email and Phone Number

Divisional Director and Senior Investment Manager @ RBC Brewin Dolphin Ireland
Ireland
Michael Murray Be Cdipaf Qfa Cfp®'s Location
Ireland, Ireland
About Michael Murray Be Cdipaf Qfa Cfp®

I am a highly experienced investment professional with a successful track record in wealth management. I have now joined RBC Brewin Dolphin, one of Ireland and the UK's largest and best resourced wealth managers. We offer independent & unconflicted wealth and investment management services. Client assets are in excess of €60bn equivalent. RBC Brewin Dolphin is a subsidiary of Royal Bank of Canada (RBC), the 5th largest bank in North America, and its wealth management assets worldwide are in excess of $1 trillion. Our clients really benefit from this level of scale and independence. I work with a broad range of clients, to formulate and implement their investment strategies. Skilled in collaborating with tax, legal and family advisers to achieve the best overall outcome for each client’s situation. Delivering what has been promised is key to building trust in what usually become long standing client relationships, as we travel the investment road together. Personal integrity and professionalism are a given. Certified Financial Planner(CFP®), with a good knowledge of the tax, pension and legal environment and I use this while working closely with the Financial Planning team to help clients maximise their wealth tax efficiently and pass wealth on to the next generation. Typical client profiles include individuals, couples, their pensions & ARFs, companies, will trusts, charities, family partnerships and family offices.

Michael Murray Be Cdipaf Qfa Cfp®'s Current Company Details
RBC Brewin Dolphin Ireland

Rbc Brewin Dolphin Ireland

View
Divisional Director and Senior Investment Manager
Ireland
Website:
tam.ie
Employees:
90
Michael Murray Be Cdipaf Qfa Cfp® Work Experience Details
  • Rbc Brewin Dolphin Ireland
    Divisional Director And Senior Investment Manager
    Rbc Brewin Dolphin Ireland
    Ireland
  • Rbc Brewin Dolphin Ireland
    Divisional Director & Senior Investment Manager
    Rbc Brewin Dolphin Ireland Jun 2024 - Present
    Dublin, County Dublin, Ireland
    Specialising in developing and advising on investment strategies and financial planning solutions for my clients. Achieving a comprehensive & tailored solution to meet each client's particular needs is a key part of this role, so I get to know my clients quite well, usually over a long time frame. Client profiles include individuals, couples, business people, their pensions, companies, charities, will trusts, family partnerships and family offices. The key is achieving real returns for my clients, ahead of inflation, typically within a medium to long term investment time horizons, taking account of their aspirations & objectives. I have a very strong focus on helping clients understand the risks associated with their portfolios. Regular meetings & contact assist with this, as we journey together through unfolding economic & political cycles.
  • Goodbody Stockbrokers
    Director, Wealth Management
    Goodbody Stockbrokers Dec 1996 - Jun 2024
    Dublin
    Delivered comprehensive & tailored investment solutions to meet each client's particular needs and objectives. I had a valued & large client following, which included business people, their pensions, retired individuals, companies, charities, will trusts, family partnerships and family offices.
  • Ulster Bank
    Manager
    Ulster Bank Jun 1990 - Dec 1996
    Manager in Corporate Banking Dept of Ulster Investment Bank. Role involved credit assessment and relationship management of a small number of large corporate connections, to manage the provision and cross sale of all Ulster Bank & RBS (NatWest) services. I was also an authorised signatory of the bank, for loan agreements, payments etc.

Michael Murray Be Cdipaf Qfa Cfp® Education Details

  • Acca
    Cdipaf (Now Called Diploma In Financial Management)
  • Euronext Dublin  (Formerly The Irish Stock Exchange)
    Euronext Dublin (Formerly The Irish Stock Exchange)
    Registered Representative Of The Irish Stock Exchange
  • Financial Planning Standards Board Ireland Dac
    Financial Planning Standards Board Ireland Dac
    First Class Honours
  • Iob
    Qualified Financial Adviser (Qfa)

Frequently Asked Questions about Michael Murray Be Cdipaf Qfa Cfp®

What company does Michael Murray Be Cdipaf Qfa Cfp® work for?

Michael Murray Be Cdipaf Qfa Cfp® works for Rbc Brewin Dolphin Ireland

What is Michael Murray Be Cdipaf Qfa Cfp®'s role at the current company?

Michael Murray Be Cdipaf Qfa Cfp®'s current role is Divisional Director and Senior Investment Manager.

What schools did Michael Murray Be Cdipaf Qfa Cfp® attend?

Michael Murray Be Cdipaf Qfa Cfp® attended University College Cork, Acca, Euronext Dublin (Formerly The Irish Stock Exchange), Financial Planning Standards Board Ireland Dac, Iob.

Who are Michael Murray Be Cdipaf Qfa Cfp®'s colleagues?

Michael Murray Be Cdipaf Qfa Cfp®'s colleagues are Ian Quigley, Joy Callender, Suzanne Cashin, Michael O'connor, Richard Flood, David Lennon, Ross Mcevoy Cfp ®.

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