Rory Bracken

KBCFM performs in-house fundamental research and employs a strict risk framework to select investments across market segments and management style. The firm follows a defined decision-making process which first analyzes and drafts forecasts for various financial market segments. Tactical asset allocation follows, translating the forecasts into active positions from which portfolios are constructed. Individual securities are selected to represent various markets in the portfolio. Quantitative models support their decision-making process.

Davy-PB focuses on long-term capital growth and preservation of wealth. Strategic planning, on a range of levels, is core to help their clients to achieve their goals, namely through corporate, retirement, estate and charitable planning. The firm selects from a range of asset classes worldwide such as equities, bonds, currencies, precious metals, real estate and private equity.