Paul brings 20+ years of experience in Commercial and Retail Banking, with a strong track record in organisational change, project delivery, and managing customer portfolios & key teams. He brings calm, focused leadership and excels in stakeholder management and problem-solving, ensuring key objectives are delivered seamlessly for our clients. Paul is a Qualified Financial Advisor … Continued
Oliver is Chief Investment Officer, with a proven track record in wealth and asset management in Ireland. He has extensive experience managing private client portfolios for a leading Irish Wealth Manager, and running equity portfolios for a top European asset manager. A CFA charter holder, he has also earned the Certificate in Investment Performance Measurement … Continued
Marion is a non-executive director of our holding company, Fordel Group Limited. Marion’s extensive experience in Wealth Management includes over 15 years as a Director in Davy Private Clients where she led the credit union and institutional consulting division, growing it to a business with €3 billion of assets under management, before she retired in … Continued
Stephen is CEO and Founder of Fordel. His personal values of integrity, transparency and responsible ambition drive Fordel’s ethos. With 25 years in wealth management, he previously served as CEO (UK) and a Board Director at Davy Group, along with leading acquisitions and advising UHNW clients at that firm. He was ranked amongst the “50 … Continued
