There is more to investment diversity than offering a range of assets. At Friends First we also give you access to a variety of fund managers so that you get the benefit of a range of investment management approaches.
Friends First is one of Ireland’s oldest and most established Life Assurance companies, meeting the financial needs of our customers since 1834. We have over 276,000 customers, employ 300 people in Ireland and manage total assets of €4bn.
We offer a range of over 40 separate investment funds from a selection of top performing domestic and international asset managers sourced by a dedicated Investment group. This provides investors with choice across a variety of asset classes, geographic regions, market sectors and investment styles. Irish and UK property assets are managed by a specialist in-house Property Management team. Our investment group also run a number of target risk multi-manager portfolio funds designed to optimise both internal and external asset management capabilities to meet specific customer investment objectives.
BMO Global Asset Management
BMO Global Asset Management is the asset management arm of Bank of Montreal (BMO), one of Canada’s largest banks.
Today we have over £166 billion in assets*, and more than 1,500 employees worldwide. Our clients have access to the experience and local knowledge of teams in our investment centres in London, Chicago, Toronto and Hong Kong. Our offering includes F&C funds and investment solutions, and our suite of defined specialist investment boutiques located around the world.
Our expertise extends across the full range of asset classes including equities, bonds, liability-driven investment, multi-asset, ethical investing, absolute return, credit strategies, property and alternatives.
KBI Global Investors
KBI Global Investors Ltd. (KBIGI) is renowned for successfully developing and managing a diversified range of unique investment products for both Irish and international clients. They are particularly known for innovation in investment product design, development and delivery. Assets under management for KBIGI currently stand at over €8bn (31/07/2016), most of which is equity based. An established institutional asset management firm, KBIGI is based in Dublin with marketing and servicing offices in Boston and New York. The company has a global client base with clients located in North America, Europe and Asia. KBIGI is majority owned by Amundi, which is Europe’s leading asset manager; with a minority equity stake held by key employees of KBIGI.
LGM Investments is a specialist Global Emerging (GEM), Frontier Markets and Asian equity manager. Our investment professionals are based in London and Hong Kong. We are active bottom up stock pickers with a long-term perspective. Quality underpins all our investment thinking and results in non-index driven, high conviction portfolios with outperformance potential.
LGM Investments was established in Hong Kong in 1991 and became a wholly owned subsidiary of Bank of Montreal (BMO) in April 2011. It is part of BMO Global Asset Management.
Alder Capital was founded by Mark Caslin and Brian McCarthy in May 2000 and specialises in systematic currency fund management.
The firm is based in Merrion Square in Dublin and manages assets for a range of institutional clients, including international banks, pension funds, life assurance companies and asset management companies located in the United States, United Kingdom, Continental Europe, Canada, Australia and Ireland.
Alder Capital is the manager of Friends First’s Insight Currency Fund. For almost a decade, using the Insight Currency Fund, authorised advisers have been able to provide their clients with a return stream that has historically tended to have its periods of positive and negative performance at different times to other major asset classes like equities and bonds. In so doing, authorised advisers have been able to offer their clients the potential to reduce the risk of their portfolios.
State Street Global Advisors
For nearly four decades, State Street Global Advisors has been committed to helping our clients, and those who rely on them, achieve financial security. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process spanning both indexing and active disciplines. With trillions* in assets, our scale and global reach offer clients unrivaled access to markets, geographies and asset classes, and allow us to deliver thoughtful insights and innovative solutions. State Street Global Advisors is the investment management arm of State Street Corporation.
*Assets under management were €2.27 trillion as of March 31, 2015. Please note that AUM totals are unaudited
Cantor Fitzgerald Ireland was formed through the acquisition of Dolmen Stockbrokers in 2012, by leading global financial services firm Cantor Fitzgerald.
With a proud history of stockbroking and servicing both private and advisory clients since 1995, Cantor Fitzgerald Ireland provides a full suite of investment services, primarily in Share Dealing, Pensions and Investment Management, Debt Capital Markets, Investment Banking and Research and is recognised as a primary dealer in government bonds. Clients include private individuals and corporate entities, financial institutions, investment funds, credit unions and charities.
Cantor Fitzgerald Ireland provides their clients with a global perspective that is unique to the Irish market, leveraging a global vibrant network of expert analysts and investment professionals. Their emphasis is on a highly professional service that is tailored to meet specific financial goals.
The company operates from local offices in Dublin, Cork and Limerick, partnering with specialist staff in an entrepreneurial culture.
Insight Investment is a specialist asset manager at the forefront of designing investment solutions to meet our clients’ needs. Launched in 2002, Insight is a leading asset manager, across fixed income, liability driven investment, cash management, multi-asset, absolute return and specialist equity strategies. Insight is part of BNY Mellon Asset Management and a wholly owned subsidiary of the The Bank of New York Mellon Corporation – one of the world’s major financial services groups.
Deutsche Asset Management
Deutsche Asset Management is part of the Deutsche Bank Group, one of the world’s leading financial services companies. Founded in Berlin in 1870 to support the internationalization of business and to promote and facilitate trade relations between Germany, other European countries, and overseas markets, Deutsche Bank has developed into a leading global provider of financial services. It now employs over 100,000 staff in more than 70 countries worldwide. Deutsche Bank is present in Ireland since 1991 and employs over 310 people across two offices in Dublin