Investment Advisory

Tailored investment recommendations, suitable for your needs

Personalised advice for private clients, corporates and institutions, based on a full assessment of each client’s circumstances.

Become a ClientHow the advice process works

Advice for private, corporate and institutional clients

Whether you are investing personal wealth, company reserves or an institutional portfolio, we tailor our advice to your situation.

Who we work with
Private clients
Individual investors
We match our advice to your investment objective: capital preservation, income, balanced growth, growth-oriented or high growth. Portfolios are built mainly in EUR and USD, with access to global markets. Higher potential returns come with higher risk.
Corporate
Treasury & reserve management
Advice on investing surplus company cash and reserves in liquid instruments suited to a short- to medium-term horizon.
Institutional
Funds, family offices & provident funds
Advice on asset allocation, instrument selection and currency exposure, taking into account your future commitments, in EUR or USD. Bespoke arrangements are available on request.

What we advise on

Our services

Our advice covers the following areas.

Strategic portfolio construction
Building a portfolio around your goals: how to divide it between asset classes and which instruments to hold, in EUR or USD.
ETF selection
Recommendations on a broad range of instruments, with a focus on ETFs across equities, fixed income and alternative asset classes.
Yield & income strategies
Bonds and income-paying funds for clients who want a regular income. Income is not guaranteed, and bond prices can fall.
Ongoing portfolio advice
Continued advice after your first recommendation, including rebalancing within your agreed strategy.

From first meeting to ongoing advice

The process

What to expect when you work with one of our advisers.

Understanding your situation

We ask about your investment knowledge and experience, your financial situation and ability to bear losses, and your objectives, risk tolerance and any sustainability preferences.

Suitability Assessment

Your personal recommendation

We provide your Suitability Report before any transaction, setting out our recommendation and why it suits you. The decision to act is yours.

Suitability Report

Ongoing recommendations

We may recommend further changes as markets or your circumstances change. Each one is set out in a Suitability Report, and the decision to act remains yours.

Suitability Report

Periodic suitability review

We reassess the suitability of your portfolio at least once a year, or sooner if your personal circumstances change materially, and send you an updated Suitability Report.

Updated Suitability Assessment

Repeats throughout our relationship

What you should know about our advice

Before you start
Independent investment advice
Our advice is provided on an independent basis. We assess a broad range of instruments from different providers, not limited to products issued by Mega Equity. We do not accept or retain fees, commissions or other monetary benefits from third parties in connection with our advice. Full details can be found in our MiFID II regulatory documents.
Costs and charges
Our general charges are set out in our Fees & Charges schedule. The fee for investment advice is agreed with your adviser and confirmed to you in writing before we provide any advice. Before you invest, we also show you the total costs and charges, including those of any recommended instrument, and their effect on your returns. Each year, we send you a statement of the costs you have actually paid.

Speak to an investment adviser

Arrange a no-obligation initial meeting with our advisory team.

Call +357 22711711 or email info@megaequity.com

Become a Client