How Thomond Asset Management evolved their financial advice business by adopting a Centralised Investment Proposition
We are excited to share this short and insightful case study of how Thomond Asset Management based in Limerick successfully implemented a Centralised Investment Proposition for their business with PortfolioMetrix and Conexim. Hear from Thomond Asset Management, as they share their experiences, insights, successes and learnings from their journey.
Thomond Asset Management was founded by Neal Kelly, Tom Fitzgerald, and David O’Neill with the aim of providing distinctively high-quality wealth management. The business was established when the world was experiencing an extraordinary period of turmoil in 2009. The team currently consists of 10 people and is headquartered in Limerick City but serves clients all over Ireland with a client base of approximately 1500 clients. As the business developed and grew it became obvious that they were facing some significant challenges. Find out how Thomond Asset Management overcame these challenges by reading this short case study (5-minute read).