Kevin Cleere

Davy-PB focuses on long-term capital growth and preservation of wealth. Strategic planning, on a range of levels, is core to help their clients to achieve their goals, namely through corporate, retirement, estate and charitable planning. The firm selects from a range of asset classes worldwide such as equities, bonds, currencies, precious metals, real estate and private equity.

AI-IE is an active, global asset manager with broad and deep expertise across all major asset classes. The firm considers asset allocation and portfolio construction as vital parts of their bottom-up investment process, which is informed by a top-down analysis of key economic variables, leading to medium-term forecasts on earnings growth, interest rates and bond yields. Their risk control process aims at limiting volatility relative to benchmark at the stock, sector and market levels.