Wealth Management Limited

Overview

Wealth Management Limited (WML) provides personal wealth management advice and serves a limited number of high net worth individuals. The firm says Wealth Management and WML are registered trade names of Wealth Management Limited, company number 274712, and that it is regulated by the Central Bank of Ireland.¹²

History

WML was established in 1997.¹

Leadership

Fionnan O'Dywer is Managing Director and founding Director. He established Wealth Management Limited in 1997 and is described as a Qualified Financial Advisor with more than 30 years of experience across life insurance, investments, portfolio management, stockbroking, private banking, and corporate finance.³

Services

WML provides investment advice, portfolio management, retirement planning, succession planning, private equity placements, cash management, investment funds, insurance broking, and family office services.⁴

What the firm offers

• Investment management
• Estate planning
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

The firm’s clients include PLC directors, entrepreneurs, principals in private companies, senior salaried employees, people in the arts and entertainment sector, and charitable foundations.¹

Approach

WML says it reviews clients’ current and future requirements on a portfolio basis before advising. It describes this portfolio approach as having no vested interest in the products considered and selected.¹²

FAQs

Related resources

• LocationMultifamily offices in Ireland

  This page helps a family or business owner compare how multifamily offices in Ireland structure investment management, estate planning, retirement planning, and insurance advice. It can also clarify which questions to ask about local relationships, private investments, and support for a focused group of high net worth individuals.

• Network siteCorporateVentureCapital.com

  CorporateVentureCapital.com lists corporate venture capital firms that may be relevant to a business owner considering private or alternative investments. Reviewing the directory can help readers distinguish venture capital research from WML's broader services, including investment management, retirement planning, estate planning, and risk advice.

• Network siteFamilyOfficeDatabases.com

  FamilyOfficeDatabases.com provides databases of family offices and investors for readers researching potential relationships, market participants, or sources of investment ideas. A business-owning family can use it to frame questions about private investments, risk, and how a wealth adviser serves a focused high net worth client group.

• GuideData privacy and security with an MFO

  This page explains data privacy and security questions a wealthy family or business owner can raise before sharing financial, estate, insurance, or investment information. It supports a practical review of access controls, confidentiality, record handling, and communication standards when considering an adviser such as WML.

• Similar firmsTrustmoore, Independent, management-owned provider of fund, capital markets, corporate, and private-client administration services
  DLS Capital Management Limited
  Camino Capital

  Profiles for Trustmoore, Independent, DLS Capital Management Limited, and Camino Capital give readers reference points for comparing different kinds of private-client, fund, capital markets, and administration services. These examples can help clarify whether a family needs WML's wealth advice or a separate provider for administration and related support.

Sources

1. Wealth Management Limited About Us
2. Wealth Management Limited
3. Wealth Management Limited Our People
4. Wealth Management Limited Our Services

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.