Goodbody

Goodbody, an Irish financial platform with over 150 years of activity

Goodbody presents itself as an intelligence-led capital, investment and wealth management platform with global reach. The firm states that it has been helping its clients make informed financial decisions for more than 150 years. Its activity is structured around three main areas: wealth management, investment banking and asset management, complemented by advisory services for companies, institutions and non-profit organisations.

Wealth management for individuals and families

The wealth management area is aimed at individuals and families, private investors, retired individuals, self-directed investors, business owners, professionals and executives. The firm proposes bringing together all components of the client's wealth — pensions, savings, investments, properties or business — into a single strategy, with the aim of protecting what has been accumulated and taking advantage of new opportunities. Among the specific services it offers are the preparation of financial plans, retirement planning, inheritance planning, advice for investors who prefer to operate on their own and support during the exit or sale of a business.

For those who wish to invest autonomously, the firm has Goodbody Connect, a platform that facilitates market access and provides practical support for making one's own investment decisions.

Investment banking and corporate advisory

In the field of investment banking, Goodbody combines corporate finance, capital markets, research and funding expertise. Its services include corporate advisory, mergers and acquisitions, semi-state advisory, debt advisory, sustainability advisory, corporate broking, research, debt capital markets and equity capital markets. The firm states that it supports companies from strategy and capital raising through to transactions and public markets, drawing on sector knowledge and investor relationships.

Asset management: global strategies and investment vehicles

Goodbody Asset Management, established in 2015, defines itself as a specialist, boutique active fund manager, with over €2 billion in assets under management. The firm declares a long-term track record in delivering risk-adjusted returns. Its catalogue includes funds such as Goodbody Dividend Income Balanced Fund, Goodbody Dividend Income Cautious Fund, Goodbody Global Smaller Companies Fund, Goodbody Global Leaders Fund and Goodbody Global Equity Fund.

Advisory for entities with a social and sustainable mission

Goodbody provides advisory services to charities, credit unions and sustainability-driven entities. In the case of charities, it helps turn the management of their reserves into a clear investment approach, aligned with their cash flow, risk tolerance and mission. With credit unions, the firm states that it has been working for more than 20 years, offering specialised advice for decision-making regarding their funds. In the field of sustainability, it presents itself as one of the leading ESG, climate and sustainability advisory teams in Ireland, with a practical and results-oriented approach, and supports organisations in the design, measurement, implementation and reporting of sustainable practices.

Capital Partners: direct and fund investments

Through Capital Partners, Goodbody invests in established Irish businesses with proven growth, strong leadership and clear expansion strategies, supporting their scaling both in Ireland and internationally. In addition, it backs early and growth-stage companies through venture capital and private equity investments, with a particular focus on buyouts, SME growth, technology and ESG-led opportunities.

The Exchange: a space for business owners

The firm has an initiative called The Exchange, which brings together insight, experience and access to help business owners answer the key questions of their business.

Publications and guides

Goodbody periodically publishes analyses and guides on financial topics. Among the materials that the site displayed at the time of the analysis are a guide on the international tax regime for relocating overseas (2026), a guide on inheritance and estate (2025), a guide on retirement, savings and setbacks strategies (2025) and a market analysis on the improvement of geopolitical sentiment (2026).