Broker News

As 2023 drew in to a close, most major indices were in positive territory following a holiday shortened week, writes Ian Slattery. 

Zurich was awarded 'Fund Management Company of the year 2023' at the recent Business & Finance Financial Services Awards. All of us at Zurich Ireland are very pleased with this recognition as it reflects the focus Zurich puts on supporting investors to achieve their financial goals. 

Today, despite the many challenges faced by customers because of high inflation and the cost of living rises, many SME businesses have shown remarkable resilience and flourished with the result that they have accumulated cash assets in the company. Good forward thinking business planning means that these same SME owners should look at pension funding opportunities in the most tax efficient manner.

The latest Financial Broker newsletter has been published. Read the full newsletter here.

When the Prisma multi-asset fund range was launched in 2013, the goal was to simplify a complex investment process and enable investors to make informed decisions as to where to invest their money.

September saw equity markets retreat from their recent highs as bond yields rose and central banks maintained somewhat of a hawkish stance, writes Richard Temperley.