Wealth Management

Your vision, our expertise. The NGI Strategies difference.

Join Now

In a world of standardized solutions, NGI Strategies stands apart. We are not driven by volume, but by the depth and quality of our relationships.

PHILOSOPHY

Unparalleled Personalization

You are not a number, you are a valued partner. We dedicate the time to understand your circumstances, ambitions, and risk profile, ensuring every strategy reflects your vision of wealth and the legacy you wish to build.

Independent & Unbiased Advice

As a boutique firm, our independence is our strength. We are not tied to proprietary products or pressured by external interests. Every recommendation we make is guided solely by what is in your best interest.

Holistic Financial Stewardship

Wealth management at NGI Strategies is comprehensive. We integrate every aspect of your financial life – from investment management and retirement planning to tax strategies, estate planning, and philanthropic endeavors – into a cohesive, forward-looking plan.

Agile & Adaptive Strategies

The financial landscape is ever-evolving. Our size and expertise allow us to be agile, adapting your wealth strategy proactively to market shifts, economic changes, and your evolving life stages.

Direct Access to Experts

You will work directly with our seasoned professionals, benefitting from their extensive experience and insights. We foster open communication and transparent reporting, ensuring you are always informed and confident.

SERVICES
  • Customized portfolio construction tailored to your risk profile and return objectives.
  • Diversification across traditional and alternative asset classes.
  • Ongoing performance monitoring and rebalancing.
  • Access to exclusive investment opportunities.
  • Goal-based planning for retirement, education, significant purchases, and other life milestones.
  • Cash flow analysis and budgeting guidance.
  • Debt management strategies.
  • Strategies to optimize your investment returns from a tax perspective.
  • Collaboration with your tax advisors to minimize liabilities.
  • Understanding local tax regulations and their impact on your wealth.
  • Structuring your assets for efficient intergenerational transfer.
  • Working with legal experts to ensure your wishes are precisely met.
  • Philanthropic advisory to help you make a lasting impact.
  • Assessing and mitigating financial risks to safeguard your wealth.
  • Guidance on appropriate insurance solutions.
PROCESS

Discovery & Understanding​

A detailed discussion to uncover your financial landscape, short-term needs, long-term aspirations, and values.

Strategic Blueprinting

Developing a personalized wealth management plan, outlining clear objectives and the strategies to achieve them.

Implementation & Execution

Carefully putting your tailored plan into action, with meticulous attention to detail.

Ongoing Review & Adaptation

Regular, proactive reviews of your portfolio and plan, ensuring it remains aligned with your goals and responsive to market conditions and life changes.

Let’s Build the Future, Together.

We believe the future is built on collaboration, innovation, and shared vision. Together with you, we create solutions that are sustainable, impactful, and designed for growth.

GET STARTED NOW
Head Office

76 Sir John Rogerson’s Quay
Dublin 2, D02 C9D0
Ireland

Trading Office

One Canada Square
London E14 5AA
United Kingdom

Investing involves risk, including the significant potential for loss of the initial capital invested. The valuation of investment instruments is subject to fluctuations, and historical performance should not be construed as an indicator or guarantee of future returns. Prospective investors are strongly advised to meticulously assess their individual investment objectives, risk appetite, and current financial standing prior to making any investment decisions.

© 2025 NGI Strategies

Sign In