What is Wealth
Management?
Elkstone’s Wealth Management Service provides personalised support from our dedicated wealth team. We understand your goals, create a tailored portfolio with private and public assets, review your holdings, and manage your investments to align with your objectives and risk profile.
Benefits of our Wealth Management Service
Expertise
With expertise across public alternatives and private market investments we guide clients on specific funds, markets and strategies that tend to do well under different macroeconomic conditions.
Diversification
Create a balanced portfolio that complements stocks and bonds, offering similar returns while helping reduce losses during tough market conditions.
Tailored
Our investment team designs custom portfolios with target allocations across asset classes to help clients invest by selecting managers, funds, and investments to match those personal targets.
Tactical
With access to a broader investment universe across both private and public markets, investors can leverage diverse strategies to optimise portfolio construction and capitalise on macroeconomic trends.
Why choose our Wealth Management Service?
If you are looking for a tailored service that empowers you to maintain control of your investment decisions but feel you could benefit from expert guidance. We design custom portfolios that complement existing holdings, ensuring a strategic, goal-driven approach.
Custom Portfolio
We build a portfolio specific to your current investments, future goals and ideal risk profile.
Dedicated Relationship Manager
A dedicated relationship manager to support and guide your decisions.
Private & Public Asset Classes
Provide access to both private and public asset classes that cater for your investment goals.
Aggregated Portfolio
We continuously review your holdings and provide you with an aggregated view of your total portfolio across all counterparties.
Our Team
Joe Bergin CFP®
Managing Director, Wealth Management
Karl Rogers
Chief Investment Officer
Shane Scannell
Chief Financial Officer
Alan Merriman
CEO & Co-Founder
Ruairí O'Neill
Co-Founder
Ciarán McIntyre
Co-Founder
Niall McEvoy
Managing Director, Venture
Joe Bergin CFP®
Managing Director, Wealth Management
Karl Rogers
Chief Investment Officer
Shane Scannell
Chief Financial Officer
Alan Merriman
CEO & Co-Founder
Ruairí O'Neill
Co-Founder
Ciarán McIntyre
Co-Founder
Niall McEvoy
Managing Director, Venture
Related articles
Article
2 mins
Direct Venture Investing: The Rise of Hands-On Startup Capital
Article
2 mins
Market chaos isn’t new – here’s how rationale investors beat the cycle
Article
2 mins
How Trump's Tariffs Are Impacting Private Markets
Contact Us