What nAperte does

Naperte Designated Activity Company (DAC), trading as nAperte, is a privately held Irish investment firm established in 2014 and authorised as a MiFID Investment Firm by the Central Bank of Ireland on 13 March 2015 under Regulatory Reference Number C131514. Operating from a headquarters at The Beacon Court, Sandyford, Dublin 18, and a secondary office in Zürich, the firm delivers structured investment solutions and portfolio services to individual investors, high-net-worth clients, corporate entities, family offices, and professional investors across Europe under MiFID passporting rights covering Belgium, Cyprus, Denmark, Germany, Luxembourg, Malta, Netherlands, Portugal, Spain, Norway, and Sweden.

The product set spans Fixed Income Solutions (government bonds, corporate bonds, structured income), Investment Funds (multi-asset, fixed income, equity, diversified), Equity & Diversified Opportunities, Corporate Investment Solutions, Corporate Capital & Treasury Solutions, and Portfolio Structuring & Allocation services. All offerings are positioned around a capital-preservation mandate and delivered through a direct, advisor-led relationship model rather than a self-serve or digital platform. No proprietary technology platform, mobile app, API, or AI/ML capability is disclosed; the firm's investment process is described in conventional portfolio-construction terms.

Revenue is generated through advisory fees, portfolio management fees, and transaction-related charges tied to these investment services under its MiFID authorisation. Pricing is not publicly disclosed and is determined through direct client consultation. The firm employs 1-10 people, received a single disclosed funding event from Enterprise Ireland in November 2016, and is led by founder and CEO Terry Donohoe. No parent company, institutional investor, M&A activity, or partnerships are disclosed.

Name

nAperte

Legal name

Naperte Designated Activity Company (DAC)

Website

https://naperte.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

nAperte is a privately held, Dublin-headquartered MiFID-authorised investment firm (Central Bank of Ireland, Ref. C131514) established in 2014, providing structured fixed income, investment fund, equity, and corporate treasury solutions to individual, HNW, corporate, family-office, and professional clients across Europe.

Ownership category

akta.pro rank

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices2 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. Investment Management and Advisory Services: Naperte DAC generates revenue through providing structured investment access and portfolio solutions. The firm is authorised to receive and transmit client orders, execute client orders, provide portfolio management, and deliver investment advice under its MiFID authorisation. Revenue is derived from fees associated with these investment services including advisory fees, portfolio management fees, and transaction-related charges.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Naperte DAC is an Ireland-based MiFID-regulated investment firm that provides structured investment access and portfolio solutions to individual and corporate clients across Europe. Its offering centers on capital preservation through fixed income securities (government and corporate bonds), professionally managed investment funds, equity and diversified market opportunities, and corporate capital/treasury solutions. The firm delivers its services through professional advisor consultations and direct engagement within the European MiFID regulatory framework.

Product overview

Naperte DAC offers a unified platform of structured investment solutions centered on capital preservation. The core offering comprises Fixed Income Solutions (government and corporate bonds, structured income), Investment Funds (professionally managed multi-asset and sector funds), Equity & Diversified Opportunities (selective equity market access), and Corporate Investment Solutions (treasury management and capital positioning). Portfolio Structuring & Allocation services tie these together, enabling clients to build disciplined, regulated portfolios aligned to their risk tolerance and objectives. All services operate within the European MiFID regulatory framework.

Differentiator

Problem solved

Functional benefit

Products and services

• Fixed Income Solutions

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• Rathbones Group: UK wealth manager offering investment management and advisory services, with growing European presence. Comparable in providing discretionary portfolio management and advisory for HNW clients under FCA/MiFID oversight.
• Davy (Bank of Ireland Group): One of Ireland's largest wealth management and capital markets firms offering portfolio management, advisory, and corporate finance. Broader incumbent that overlaps heavily with nAperte's MiFID services but at much greater scale.
• Quilter: UK-listed wealth management group providing investment platforms and advice across multiple European markets. Comparable as a MiFID-regulated multi-jurisdictional wealth manager serving similar client segments.
• Brewin Dolphin: UK wealth manager providing discretionary investment management and financial planning to private clients, charities, and intermediaries. Comparable regulated multi-jurisdictional peer with broader scale.
• Lazard Wealth Management: Global wealth management franchise with European offices including Dublin-adjacent coverage, serving HNW and family office clients. Comparable regulated peer at significantly larger scale with cross-border European footprint.

Direct peers

• Goodbody Wealth Management: Irish-regulated wealth management and investment advisory firm serving HNW individuals and institutions, headquartered in Dublin. Directly comparable as a domestic Irish regulated investment business with overlapping MiFID services.
• Killik & Co: London-based wealth advisory firm serving HNW individuals with bespoke investment portfolios. Directly comparable in offering personalized, advisory-led investment solutions in regulated European jurisdictions.
• Bloxham: Dublin-based stockbroker and wealth manager providing investment services to private clients, corporates, and institutions. Comparable domestic Irish MiFID-regulated investment firm with similar client segments.
• Cantor Fitzgerald Ireland: Ireland-based investment firm offering wealth management, advisory, and institutional services under MiFID. Comparable mid-sized Irish regulated peer operating in fixed income, equities, and structured products.
• Campbell O'Connor & Co. Irish independent wealth advisory firm offering portfolio management and investment advice to private and corporate clients. Comparable boutique Irish regulated peer with overlapping HNW and corporate client focus.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds1 record

Investors1 record

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

M&A

Investments

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

Frequently asked questions about nAperte