Cantor Fitzgerald Ireland

What Cantor Fitzgerald Ireland does

Cantor Fitzgerald Ireland Ltd is the Irish operating subsidiary of U.S.-headquartered Cantor Fitzgerald, providing a full-service wealth, asset, and corporate finance platform to private clients, intermediaries, credit unions, charities, corporates, and institutional investors across Ireland. Originally established as Dolmen Securities in 1995, the firm was acquired by Cantor Fitzgerald in 2012, rebranded in 2013, and expanded through the 2017 acquisition of L&P Group (charity and stewardship advisory) and the 2018 acquisition of Merrion Capital Holdings (stockbroking, investment management, corporate finance), which was subsequently rebranded Cantor Fitzgerald Asset Management Europe in 2023.

The product architecture spans wealth management (Wealth Planning, Discretionary Service from €250K, Advisory Service from €500K, Execution-Only from €50K), a 20+ fund asset management range (Multi-Asset 30/50/70, Irish/Global/Income Equity, ESG/Ethical, Thematic including Technology, Infrastructure Impact, New Haven Housing, Alternative RIAIF, Fixed Income and Cash), pension wrappers (PRSA, PRB, ARF), corporate finance advisory (capital raising, debt and equity finance, real estate via Newmark), credit-union investment services to 140+ relationships, institutional brokerage, and Debt Capital Markets where the firm is an NTMA Primary Dealer in Irish Government Bonds since 2013. The platform is supported by a 2FA-enabled client portal (cantorportal.com), ISS-mediated proxy voting aligned to UNPRI, and Northern Trust as fund administrator.

The business model is predominantly fee-based and recurring — asset management fees, wealth advisory fees, and credit-union advisory fees — supplemented by transaction-dependent revenue from corporate finance mandates and institutional brokerage. Distribution combines dedicated relationship managers in Dublin, Cork, and Limerick with an intermediated channel via the Aviva SDIO platform and a 140+ credit-union network. Headcount stands at 210+, AUM exceeds €10B, and the firm serves 32,000+ clients, making it one of the largest indigenous wealth and asset managers in the Irish market.

Name

Cantor Fitzgerald Ireland

Legal name

Cantor Fitzgerald Ireland Ltd

Website

https://cantorfitzgerald.ie

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

101–250 employees

Short description

Cantor Fitzgerald Ireland is a Dublin-headquartered, Central Bank-regulated wealth, asset management, and corporate finance firm serving 32,000+ private clients, 140+ credit unions, charities, corporates, and institutions across Ireland with €10B+ in AUM.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910), Funds, Trusts, and Other Financial Vehicles (525), Pension Funds (52511)

SIC

Investment Advice (6282)

akta.pro primary industry

Offshore & International Private Banking (FSAAABAB)

akta.pro secondary industries

Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC), Fund Governance Support (Board/Trustee, Minutes, Policies, Oversight) (FSAAAMAH), Fund Depositary (UCITS/AIFMD & Trustee Oversight) (FSAAAOAC)

Keywords

• Wealth management services
• Asset management services
• Corporate finance advisory
• Investment fund management
• Institutional trading services

Headquarters

HQ city

Cork

HQ country

Ireland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Asset Management Fees: Management fees charged on investment funds and discretionary portfolios. Includes multi-asset funds, equity funds, fixed income funds, ESG/ethical funds, thematic funds, and alternative investment funds. Revenue generated through fund management fees based on assets under management.
2. Wealth Management Advisory Fees: Advisory and discretionary wealth management services charged to private clients, including investment management fees, planning fees, and portfolio management charges. Minimum investment thresholds apply for different service levels.
3. Corporate Finance Advisory: Capital raising, advisory, and transaction fees from corporate finance services including debt finance, equity finance, and structured products for SMEs and high-growth companies.
4. Credit Union Services: Investment advisory and portfolio management services for credit unions, including compliance reporting, investment management, and fiduciary services.
5. Research and Trading Commissions: Brokerage commissions from execution-only, advisory, and discretionary trading services across equities, bonds, ETFs, and other securities.

Pricing tiers

Go-to-market motion2 records

Distribution channels6 records

Marketing channels5 records

Core offering

Cantor Fitzgerald Ireland is an Irish financial services firm providing wealth management, asset management, corporate finance advisory, institutional brokerage, and charity stewardship services. The firm manages €10+ billion in assets through a multi-asset fund range, discretionary and advisory investment services, pension products, and credit union investment services, operating from offices in Dublin, Cork, and Limerick as part of the global Cantor Fitzgerald group.

Product overview

Cantor Fitzgerald Ireland is a financial services firm offering a comprehensive suite of wealth management, asset management, corporate finance, and institutional services. The product portfolio centers on the Cantor Fitzgerald Asset Management fund range (including Multi-Asset Funds, Equity Funds, ESG/Ethical Funds, Thematic Funds, and Fixed Income & Cash Funds), combined with wealth planning and discretionary investment services for private clients. The firm also provides pension products (PRSA, PRB, ARF), corporate finance advisory services, credit union and institutional services, and charity stewardship services through its L&P subsidiary. The architecture combines a unified wealth management approach with specialized fund products, supported by an SDIO platform partnered with Aviva.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning Service Advisory service guiding private clients on wealth structuring, protection, growth, and succession planning, with a dedicated pensions team supporting retirement planning needs.
• Discretionary Investment Service Professional investment management where managers make portfolio decisions on behalf of clients with six investment strategies, risk profiling and sustainability preference integration; requires €250,000 minimum investment.
• Advisory Investment Service Investment service where clients retain decision-making authority but receive expert portfolio advice; requires €500,000 minimum investment account balance.
• Execution Only Service Self-directed trading service where clients make their own investment decisions with access to research and market insights; requires €50,000 minimum investment account balance.
• Multi-Asset 70 Fund Risk-managed multi-asset fund with 60-80% exposure to return-seeking investments such as equities, property and alternatives; promotes environmental and social characteristics under SFDR Article 8.
• Multi-Asset 50 Fund Risk-managed multi-asset fund with 40-60% exposure to return-seeking investments; promotes environmental and social characteristics under SFDR Article 8.
• Multi-Asset 30 Fund Risk-managed multi-asset fund with 20-40% exposure to return-seeking investments; promotes environmental and social characteristics under SFDR Article 8.
• Balanced Fund Diversified UCITS portfolio of equities, property funds, bonds and cash deposits with 60-80% equity allocation; promotes environmental and social characteristics under SFDR Article 8.
• Irish Equity Fund Equity fund focused on Irish-domiciled listed companies or companies with substantial business interests in Ireland.
• Global Equity Fund Diversified portfolio of global equities targeting long-term capital growth through active sector and global allocations; categorized as Article 8 SFDR.
• Global Equity UCITS Fund Diversified UCITS portfolio of global equities targeting long-term capital growth through active sector and global allocation.
• Global Equity Income Fund Portfolio of financially-strong, well-managed companies with proven dividend payment records and commitment to consistent dividend growth, targeting improved long-term risk-adjusted total equity returns.
• Green Effects Fund Ethical fund investing in a basket of 30 screened global stocks from the NAI index covering Eurozone, North America, Asia, Australia and Northern Europe; one of the largest ethical funds in the Irish market with a 5-star Morningstar rating and €5,000 minimum investment.
• Ethical Fund Multi-asset fund with ethical overlay investing in equities, bonds and cash using MSCI ESG Manager screening to provide balanced long-term growth.
• Ethical Global Equity Fund Diversified global equity portfolio with ethical overlay, biased toward positive social contributors and avoiding companies with negative social or environmental impact.
• Technology Fund Specialist fund focusing on Technology, Media, Telecommunications and dynamic growth sectors for long-term global economic growth exposure.
• Infrastructure Impact Fund Global infrastructure investment fund delivering high dividend income, inflation linkage and capital growth, with strong ESG process and carbon negative positioning.
• New Haven Housing Fund Social housing investment fund providing stable inflation-linked dividends, investing in properties leased to Local Authorities and Approved Housing Bodies; categorized as SFDR Article 8.
• Alternative Investment Fund (RIAIF) Absolute return fund targeting returns in excess of 7% per annum regardless of equity market conditions, may hold cash to protect capital.
• Cash Fund Portfolio of short-dated bonds and cash deposits providing capital security for pension fund investors approaching retirement; promotes environmental and social characteristics under SFDR Article 8.
• Fixed Interest Fund Diversified fixed income portfolio investing in government securities, money market instruments and corporate bonds; categorized as Article 8 SFDR.
• Cantor PRSA (Personal Retirement Savings Account) Non-standard Personal Retirement Savings Account offering full flexibility, wide investment choices and complete transparency for retirement savings.
• Cantor PRB (Personal Retirement Bond) Personal Retirement Bond accepting transfer payments from occupational pension schemes, offering full investment flexibility and complete transparency.
• Cantor ARF (Approved Retirement Fund) Approved Retirement Fund providing a tax-efficient investment account for transferring pension fund balances at retirement, offering full investment flexibility and transparency.
• SDIO (Self-Directed Investment Option) Self-directed investment platform partnered with Aviva giving intermediaries and pension clients access to structured products, investment funds, equities, bonds, ETFs, investment trusts, REITs, currencies, property funds, and commodity ETFs.
• Corporate Finance Advisory (Corporate Services) Capital raising, advisory and transaction services for SMEs and high-growth companies across renewable energy, food & beverage, technology, life sciences, infrastructure and education sectors.
• Corporate Finance Real Estate Real estate capital markets and advisory services channelling global capital into the Irish market through equity, recapitalization, joint ventures, and structured development finance.
• Capital Markets & Advisory (Real Estate) Debt advisory, capital markets, and structured finance solutions including rated and unrated private placement and bond issuance for real estate projects.
• Credit Union Investment Advisory Services Investment advisory and portfolio management services for credit unions, including monthly investment and compliance reporting, investment policy reviews, and accredited training.
• Debt Capital Markets Fixed income desk services including Irish Government bond primary dealership since 2013, money markets, interest rates, credit products, SSAs, and green bonds across Europe, UK and US.
• Probate Services Estate administration services including probate account preparation, share/bond lodgement, asset sale execution and proceeds transfer in collaboration with solicitors and executors.
• Charities Investment Services Ethical investment management and stewardship services for religious congregations, charities, not-for-profit organisations, trusts and endowments, provided by L&P Group.
• Stewardship Services Trustee services including financial advisory, governance advisory, company secretarial, and resource assessment for charitable and not-for-profit organisations.
• Intermediary Investment Solutions Investment services and retirement planning products tailored for financial advisors to suit their end clients' investment objectives and risk profiles.

Quantifiable outcome

• €10+ billion in assets under management
• +4 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Five partnerships are on record, tiered core and supporting.

• NewmarkcoreStrategic or Co-development PartnerStrategic partnership with Newmark, a global leader in real estate services, to provide unparalleled reach in real estate capital and finance. Cantor Fitzgerald Ireland works closely with Newmark colleagues to source best-in-class capital and finance solutions for clients, bringing international investment groups to Irish real estate opportunities.
• AvivacoreChannel Partner/ Reseller/ DistributorPartnership with Aviva to provide Self-Directed Investment Option (SDIO) giving intermediaries and pension clients access to diverse range of assets across all risk categories. SDIO provides access to structured products, investment funds, currencies, equity/bond ETFs, investment trusts, REITs, shares, property funds, commodity ETFs, and more.
• Institutional Shareholder Services (ISS)supportingTechnology or IntegrationEngagement with ISS for proxy voting services. ISS provides sustainability voting guidelines developed specifically to meet standards consistent with United Nations Principles for Responsible Investment (UNPRI). Cantor Fitzgerald uses these guidelines for voting on shares held in their multi-asset funds.
• Northern TrustsupportingTechnology or IntegrationPartnership with Northern Trust as independent fund administrator for Cantor Fitzgerald Asset Management. Northern Trust provides fund administration services supporting the investment management operations.
• National Treasury Management Agency (NTMA)coreStrategic or Co-development PartnerCantor Fitzgerald Ireland is a Primary Dealer in Irish Government Bonds, recognized by the NTMA since 2013. The firm has been appointed joint lead manager for Irish syndicated debt issuance every year since 2017 and helps maintain an orderly and liquid secondary market for Irish Government bonds.

Scale indicators7 records

Recent moves8 records

Expansion highlights5 records

Broad incumbents

• New Ireland Assurance: Bank of Ireland-owned life and pensions provider with in-house investment management and pension product suite. Competes with Cantor Fitzgerald Ireland across pension products, asset management, and intermediary distribution.
• Mercer Ireland: Global investment consultant and institutional asset manager with significant Irish pension advisory business. Competes for the same institutional and corporate pension fund mandates as Cantor Fitzgerald Ireland's asset management division.
• RBC Wealth Management Ireland: Global wealth manager with Irish operations serving HNW and UHNW clients. Larger, broader portfolio and stronger international brand than Cantor Fitzgerald Ireland; competes for the same HNW segment but with deeper capital and product resources.

Direct peers

• Irish Life Investment Managers: Largest Irish institutional asset manager, part of Great-West Lifeco. Directly comparable to Cantor Fitzgerald Ireland's asset management arm, particularly for Irish pension fund mandates and multi-asset strategies.
• Zurich Life Ireland: Irish life and pensions provider with in-house investment management. Competes for retail and intermediary investment business, particularly pension products (PRSAs, ARFs) overlapping with Cantor Fitzgerald Ireland's pension offering.
• LGT Wealth Management Ireland: Private banking and wealth management firm serving HNW and UHNW clients in Ireland, owned by the LGT Group. Comparable discretionary and advisory offering for HNW clients with similar minimum investment thresholds.
• Davy (now Bank of Ireland): Ireland's largest domestic wealth manager and stockbroker, offering wealth management, asset management, corporate finance, and institutional services. Directly comparable to Cantor Fitzgerald Ireland across all major service lines; recently acquired by Bank of Ireland, intensifying competitive pressure.
• Goodbody: Irish stockbroker and wealth manager with full-service wealth, asset management, and corporate finance capabilities. AIB-aligned and direct competitor for HNW clients, intermediary distribution, and corporate finance mandates in Ireland.
• Investec Wealth & Investment (Ireland): International wealth manager with Irish operations providing discretionary and advisory portfolio management to HNW clients. Comparable in target market and service offering, with broader international distribution capability.

Regional players

• Brewin Dolphin (now RBC): UK wealth manager with comparable HNW discretionary and advisory services; relevant UK peer given cross-jurisdictional HNW client activity in Ireland. Recently acquired by RBC, adding scale pressure.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/cantorireland
• LinkedInlinkedin.com/company/cantorfitzgeraldireland

Revenue estimate

Valuation estimate

Number of profiles

Profiles22 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cantor Fitzgerald Ireland