Questions & Answers
FAQ
What is Baggot Investment Partners?
Baggot Investment Partners is an investment intermediary, regulated by the Central Bank of Ireland. We specialize in designing and overseeing sophisticated investment strategies for Ireland's top earners, utilizing a diverse range of global investment products and assets, including our own portfolio products.
How does Baggot differ from other financial advisors and brokers?
Unlike many financial advisors and brokers who refer clients to large external managers for commission, Baggot employs a unique approach. We leverage our in-house expertise to actively manage your assets. This direct management strategy ensures a more personalized and involved experience, tailored to each client's specific investment goals and needs.
Who leads the Baggot Investment Partners team?
Our team is led by a trio of investment experts: Peter Brown, Tony Fitzpatrick, and David Flynn. Each of us brings a wealth of experience and knowledge to the table. You can read more about us on our team page.
How does Baggot personalise investments?
We combine modern financial products with advanced strategies to craft solutions that resonate with each of our investor's unique profile.
From pensions to wealth building and managing existing investments, our approach is about understanding your financial goals and meticulously tailoring our strategies to meet and exceed those expectations.
What kinds of clients does Baggot cater to?
Our services are primarily focused on high net-worth individuals (with budget allocations of €100,000 and more).
We understand that such clients have unique and often complex investment needs. Therefore, our strategies are designed to cater to those who seek bespoke investment management.
What are Baggot’s core values and approach to client satisfaction?
At Baggot Investment Partners, we are committed to upholding the highest standards of transparency and integrity. Our approach is client-centric, focusing on delivering exceptional service and achieving excellence in client returns.
We believe in building lasting relationships with our clients based on trust, clear communication, and a deep understanding of their financial objectives.
As our saying goes: "We believe the client should be the winner, not the market"
How can one start investing with Baggot Investment Partners?
Beginning your investment journey with Baggot is a streamlined process. Prospective clients can contact us through our website, phone, or by visiting our offices.
An initial consultation will be arranged to understand your financial goals and risk profile. From there, our team of experts will guide you through the investment process, designing a strategy that aligns with your financial objectives, helping you to secure your financial future with confidence.
For further information: Download Client Pack.
Investing FAQ
How Much Money Do I Have To Invest?
At Baggot Investment Partners, we cater to retail and corporate clients prepared to allocate a minimum of €100,000 for their investment portfolio.
Who can Invest?
We welcome both retail and corporate clients who have an investment allocation budget of €100,000 or more. Our services are tailored to meet the needs of high net-worth individuals and entities seeking sophisticated investment strategies.
What are your fees?
Our fee structure is tailored to the specific services and investment strategies we provide. Since these can vary based on individual client needs and portfolio complexities, we encourage a direct consultation to discuss and align on the fee structure.
What are the options you can offer?
We offer a broad spectrum of investment opportunities, including but not limited to customized portfolios, pension planning, tax-optimized solutions, stocks, bonds, and funds. Our focus is on providing diverse and strategic investment options that align with our clients’ unique financial goals.
Are investments risky?
Investment always carries some level of risk; however, the degree of risk varies across different types of investments. At Baggot, we prioritize understanding your risk tolerance and financial objectives to tailor a portfolio that balances potential risks with desired outcomes. Our expertise lies in navigating these risks to optimize your investment’s potential.