EUI Private Wealth

What EUI Private Wealth does

EUI Private Wealth Ltd is a privately held, MiFID- and IDR-regulated investment advisory firm headquartered in Dublin, Ireland, founded in 2016 by John Corcoran. The firm delivers fee-based wealth management, investment advisory, portfolio construction, pension planning and transfer, corporate finance, and cross-border wealth structuring to high-net-worth individuals, families, business owners, expatriates, internationally mobile professionals, US-connected clients, and corporate clients. Its flagship Pinnacle Portfolio service provides access to private equity funds, bespoke investments, institutional asset managers, alternatives and real assets, tax-efficient Luxembourg insurance wrappers, and private banking liquidity under AAA-rated custody. The firm also serves independent financial advisers through a regulatory home offering and UCITS fund structuring on institutional platforms. EUI holds EU/EEA passporting rights and serves clients across Ireland, Europe, and internationally, with operational offices in Dublin and Cork.

The business model is professional services revenue generated through advisory and management fees, transaction fees, and regulatory home/per-firm fees from IFA partners. Distribution is sales-led, executed through direct advisory consultations, content marketing via the firm's website and blog, organic search, and an IFA partner referral channel. The firm's competitive posture rests on regulatory authorisation, senior compliance and advisory talent (Paula Downey, James O'Connor, Eugene O'Callaghan), institutional-grade product access through private-bank and asset-manager partnerships, and integrated corporate finance + wealth management. No proprietary technology platform was disclosed; client interactions occur through a digital portal and direct adviser engagement. As of source date the firm states assets under management in excess of €300m, with 1–10 employees and no disclosed revenue, funding rounds, or external investors.

Name

EUI Private Wealth

Legal name

EUI Private Wealth Ltd

Website

https://euiprivatewealth.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

EUI Private Wealth is a MiFID-regulated investment advisory firm based in Dublin, Ireland, founded in 2016, serving high-net-worth individuals, expatriates, families, business owners, and IFAs across Ireland and the EU/EEA with wealth management, pension, corporate finance, and cross-border structuring services, including a flagship Pinnacle Portfolio.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Banking & UHNW Wealth Advisory (FSAEABAC)

akta.pro secondary industries

High-Net-Worth (HNW) Private Banking (FSABADAB), Private Banking Alternatives & Private Markets Access (PE/VC, Hedge Funds, Real Assets) (FSABADAH)

Keywords

• Wealth management
• Investment advisory
• Pension solutions
• Corporate finance advisory
• Cross-border financial planning

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices3 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory and Management Fees: EUI Private Wealth generates revenue through fee-based advisory services for investment management, portfolio construction, pension planning, and corporate finance advisory. As a MiFID-regulated firm, services are provided on a fee basis for private clients, corporate clients, and IFA partners across Ireland, Europe, and internationally.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

EUI Private Wealth is a MiFID-regulated investment advisory firm providing fee-based wealth management services including bespoke portfolio construction, pension planning and transfers, corporate finance advisory, and cross-border investment structuring. The firm serves high-net-worth private clients, business owners, expatriates, US-connected clients, and independent financial advisers across Ireland, the EU/EEA, and internationally. Its exclusive Pinnacle Portfolio offering provides institutional-grade access to private equity, private banking, and elite asset managers.

Product overview

EUI Private Wealth operates as a MiFID-regulated wealth management and financial advisory firm offering a comprehensive suite of services across multiple interconnected product lines. The core offering centers on Pinnacle Portfolio (exclusive private portfolios with institutional-grade access), complemented by Pension Solutions (PRSA, executive pensions, buy-out bonds) and Investment Advice/Portfolio Construction services. For specific client segments, the firm provides dedicated services including Expat Advice and Offshore Investments for internationally mobile clients, Global Investing for US Taxpayers with IRS-compliant reporting, and Corporate Finance for business owners. The IFA-facing division includes Services For IFAs offering regulatory home services and Fund Advisory & Structuring for UCITS fund implementation. Sustainable & Responsible Investing and Pension Transfers round out the advisory capabilities. The firm serves corporate and private clients, business owners, and families across Ireland, Europe, and internationally from its Dublin headquarters.

Differentiator

Problem solved

Functional benefit

Brands

• Pinnacle Portfolio: Exclusive private portfolio service providing access to global private equity, elite asset managers, and bespoke portfolios underpinned by private-banking liquidity and AAA-rated custody.
• Pension Solutions
• Services For IFAs
• EUI Corporate Finance

Products and services

• Pinnacle Portfolio Exclusive private portfolio service providing unparalleled access to global private equity, elite asset managers, and bespoke investment structures, underpinned by private-banking liquidity and AAA-rated custody. Designed for high-net-worth clients seeking institutional-grade strategies including private equity funds, bespoke investments, equities and funds, tax-efficient bonds, insurance-based structures, alternatives and real assets, and private banking access.
• Pension Solutions Comprehensive pension planning services including PRSA/Personal Pension, Company/Executive Pension, and Buy-Out Bonds (PRB) for company directors, self-employed individuals, employees, and cross-border clients requiring transfers between UK, EU, and Irish pensions.
• Services For IFAs Regulatory home for Independent Financial Advisers providing MiFID and IDR firm support with passport rights into EU/EEA, fund solutions through UCITS compliant funds, and digital platform access for structured products.
• Expat Advice Specialized cross-border financial advice for expatriates including pension consolidation, cross-border investment strategies, and retirement planning aligned with residency status across multiple jurisdictions.
• Offshore Investments Cross-border investment services enabling portfolio diversification, access to international markets, tax optimization, and asset protection for internationally mobile professionals.
• Global Investing for US Taxpayers Fully managed investment service tailored to US-connected clients including IRS-compliant annual reporting with Form 1099 covering income, dividends, gains, and expenses, with flexible structures including GIAs, ISAs, UK SIPPs, QROPS, and QNUPS.
• Corporate Finance Bespoke advisory services for business owners and entrepreneurs covering business valuations, transaction advice, strategic reviews, pre-sale due diligence, succession and exit planning, fundraising support, cash extraction, and capital efficiency analysis.
• Portfolio Construction Expert investment advice and comprehensive portfolio construction services utilizing core-satellite approaches, asset allocation strategies, risk management, investment research, customized portfolio construction, ongoing monitoring, performance reporting, and regular portfolio reviews.
• Sustainable & Responsible Investing Sustainable and responsible investing (SRI) services integrating ESG factors including ESG integration, customized SRI strategies, impact investing, ESG performance assessment, impact measurement and reporting, and sustainable solutions across equities, fixed income, green bonds, and real estate.
• Pension Transfers Expert guidance on UK and Irish pension transfers including pension analysis, transfer suitability assessment, scheme comparison, investment strategy alignment, tax considerations, compliance and documentation, and ongoing management.
• Fund Advisory & Structuring for IFAs UCITS fund structuring services for IFAs to implement existing investment strategies through scalable, UCITS-compliant fund structures managed through institutional platforms, providing centralized trading and governance oversight.

Quantifiable outcome

• In excess of €300m AUM
• +2 more outcomes

Named customers2 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered core and minor.

• Private Banking Partners (Unnamed)coreStrategic or Co-development PartnerThrough private-bank partnerships, Pinnacle clients access solutions beyond standard retail lending including portfolio-backed credit, tailored liquidity solutions, and exclusive banking services (deposits, FX, treasury) normally reserved for institutional clients. Partners are not named publicly.
• Leading Asset Managers and Discretionary Fund Managers (Unnamed)coreStrategic or Co-development PartnerThrough network of leading asset managers and discretionary fund managers, Pinnacle clients gain access to wide range of equity and fund strategies. Portfolios built using core-satellite approach with institutional-grade strategies.
• International Platforms and Offshore Investment Providers (Unnamed)minorStrategic or Co-development PartnerFirm works with leading international platforms and offshore investment providers giving clients access to flexible, globally recognised solutions for expatriate financial planning.
• Sister Company (Corporate Finance)coreStrategic or Co-development PartnerThrough corporate finance team and sister company, firm works directly with private equity firms seeking to acquire and grow businesses, providing Pinnacle clients selective access to private equity funds.
• Institutional Platforms (for UCITS Fund Management)coreTechnology or IntegrationUCITS-compliant fund structures managed through established institutional platforms for maximum security. These platforms enable centralised trading, decreasing operational complexity for IFA partners.
• QROPS/QNUPS Providers (Unnamed)minorStrategic or Co-development PartnerFor UK pension transfers, firm assists with Qualifying Recognized Overseas Pension Scheme (QROPS) and QNUPS requirements, working with HMRC regulations.

Scale indicators4 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Davy: Ireland's largest privately-held stockbroker and wealth manager providing investment advice, portfolio management and pension solutions to HNW individuals and corporate clients. Directly comparable as a Dublin-based MiFID-regulated wealth adviser with cross-border capability and similar Pinnacle-style institutional product access.
• Blevins Franks: Specialist cross-border wealth adviser for expatriates across Europe, with deep expertise in UK/EU pension transfers, tax planning for expats, and US-connected client reporting — an almost line-for-line match to EUI's Expat Advice and Global Investing for US Taxpayers offerings.
• Goodbody: Irish wealth management and stockbroking firm serving HNW private clients, families and business owners with investment advice, pensions and corporate finance advisory — directly overlapping EUI's Private Clients, Business Owners and Corporate Finance segments in Ireland.
• Killik & Co: UK-based private client investment and wealth advisory firm offering bespoke portfolio construction, pension planning and intergenerational wealth services to HNW clients — a comparable boutique-scale advisory model with similar cross-border expat exposure.

Broad incumbents

• Quilter: Large UK wealth manager offering advised investment platforms, pension wrappers and adviser support services — overlaps EUI's IFA-facing regulatory home and pension transfer offerings but operates at much greater scale with proprietary platform technology.
• Tilney / Evelyn Partners: UK wealth management and professional services group providing investment management, financial planning, pension advice and cross-border expat services — a comparable multi-service HNW model with deeper resources and broader geographic reach.
• St. James's Place: Major UK wealth manager with a partner-adviser model serving HNW individuals with bespoke portfolios, pensions and tax planning — relevant comparator for EUI's Private Clients and Pinnacle offerings but at materially greater AUM scale.
• LGT Vestra: European private banking and wealth management group (affiliated with the Liechtenstein princely family) providing HNW discretionary portfolio management, cross-border structuring and alternatives access — comparable to EUI's Pinnacle institutional-grade offering.
• Rathbones: UK-listed wealth manager offering bespoke discretionary and advisory investment management, pension planning and tax-efficient investing to HNW individuals, families and trusts — comparable on portfolio construction and intergenerational wealth services.

Emerging players

• Whittington Capital / Whittington Wealth: Boutique UK adviser specialising in cross-border and expat wealth management with expat pension transfer expertise — directly comparable niche specialist competing for the same UK/EU/Ireland expat client base.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/eui-private-wealth-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

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 EUI Private Wealth