Family Office
Wellesley Investments & Pensions Ltd.
Dublin 8, Ireland
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Wellesley Investments & Pensions Ltd. is an independent financial advisory firm based in Limerick, Ireland, specializing in investment portfolio management, investment risk management, and retirement planning. Established in 2007 as HBCL Investments & Pensions Ltd., the company merged with BDO’s Private Wealth Management business in 2012 and adopted its current name. Wellesley serves over 450 clients, including semi-state pension schemes, high-net-worth individuals, corporates, and pension schemes, offering bespoke and unconflicted advice tailored to each client’s needs. The firm is regulated by the Central Bank of Ireland and is recognized for its comprehensive, solutions-focused approach to wealth and retirement management.
Partners
4 partners on file at this firm, with the firm's email pattern for cold outreach.
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Score my deck → unlock contactsInvestment focus
Business models
services
Customer segments
SMB, Mid-market, Enterprise
Geography
Europe
Links
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Score your deck (free, 30 seconds) →Wellesley Investments & Pensions Ltd. is based in Ireland. Browse other active investors in the same country.