DLS Capital Management Limited

Overview

DLS Capital Management reports that it is regulated by the Central Bank of Ireland as an investment intermediary and insurance intermediary. The firm also states that it is a member of Brokers Ireland and the Investor Compensation Scheme.²

History

DLS Capital Management was established by Dervilla Whelan and Sarah Keane to provide financial planning and investment advice.³

Leadership

Sarah Keane is a Director of DLS Capital Management and holds FCA, CTA and CFP® qualifications. Graham O’Neill assists the firm with asset allocation for its bespoke investment portfolios.⁴

Services

The firm advises on retirement planning, pensions, investments, budgeting and cash-flow planning, life and income protection, estate and inheritance planning, and tax-efficient strategies. Its advice covers pensions, investments and life assurance products, including term cover, serious illness cover and permanent health insurance.⁵

What the firm offers

• Tax planning
• Risk and insurance
• Retirement planning
• Cross-border planning

Client Focus

DLS Capital Management serves individuals, families, business owners, small investors, high-net-worth individuals and companies.⁶

Approach

The firm constructs bespoke portfolios using international managed funds and diversified asset allocation across asset classes. Each portfolio is tailored to the client’s risk tolerance, investment time horizon, goals and financial circumstances. DLS Capital Management says its process includes ongoing monitoring of underlying funds and annual rebalancing to restore target allocations.⁷

FAQs

Related resources

• LocationMultifamily offices in Dublin 2

  This Dublin 2 directory helps readers place DLS Capital Management Limited within Ireland's local advisory market. It may help a wealthy family or business owner compare nearby firms offering tax planning, risk and insurance advice, retirement planning, wealth management and related services.

• Network siteOffshoreTrusts.com

  OffshoreTrusts.com provides background on international trusts, offshore structures and cross-border asset planning. Readers with family, investments or business interests spanning Ireland and other countries can use it to prepare questions about cross-border planning and how international arrangements may fit their wider advice needs.

• Network siteFamilyBusinesses.com

  FamilyBusinesses.com offers a directory and practical playbooks for family-owned businesses. Owners considering DLS Capital Management Limited can use these resources to review common issues such as succession, family governance, retirement preparation, tax planning and protecting business owners against personal and commercial risks.

• GuideMultifamily office fees

  The Multifamily office fees page explains the cost categories that may arise when comparing private wealth and family office services. A prospective client can use it to frame questions about how fees relate to tax planning, retirement advice, investment management, insurance support and the complexity of their financial arrangements.

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  Profiles of Trustmoore, Independent, Wealth Management Limited and Camino Capital give readers additional firms to review on this site. Comparing their stated services, client focus and ownership or administration models can help a family or business owner clarify which questions to ask DLS Capital Management Limited about wealth management, investments and cross-border advice.

Sources

1. DLS Capital Management
2. Terms of Business
3. About DLS Capital Management
4. About DLS Capital Management ; [Bespoke Portfolios](https://dlscm.ie/independent-research/bespoke-portfolios/)
5. DLS Capital Management ; [Terms of Business](https://dlscm.ie/terms-of-business/)
6. DLS Capital Management ; [About DLS Capital Management](https://dlscm.ie/about-dlscm/)
7. Bespoke Portfolios

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.