Marc Westlake, a chartered financial planner with 23 years’ experience, will head up the new city centre office.
The company claims its offering blends the benefits of model portfolios with the ability to customise portfolios for individual clients.
The Dublin office will be offering Irish financial advisers and their clients euro-denominated portfolios.
The new office will also facilitate the offering of euro-denominated funds for UK based advisers who have such demand among their clients.
“We are excited by the unique benefits offered by Portfoliometrix and we believe that this will offer advisers based in the Republic of Ireland a fresh approach to portfolio management,” Westlake said.
“Opening up in Ireland brings a new dimension to the Portfoliometrix offering, providing access to euro funds for all clients, not just those living in Ireland,” added CEO Mike Roberts. “It adds a new string to our bow and provides advisers with increased options for managing their clients’ investments wherever they reside and whatever their needs.”
