Wealth Management

RBK offers an extensive range of wealth management services to private individuals, business partnerships and corporate clients on an ongoing and ad-hoc consultancy and advisory basis.

Supported by dedicated taxation specialists, our wealth management team provides appropriate, independent, expert advice and direction to help you achieve your financial objectives in a tax efficient manner.

Our advice is individually tailored to your requirements and our confidentiality, integrity, independence, professionalism and commitment to you are assured.

RBK is authorised by the Institute of Chartered Accountants in Ireland to carry on investment business.

Private Client Services

RBK’s dedicated private client team provides independent, confidential services to help you manage and grow your personal net worth.

  • Insurance & Protection
  • Investments
  • Retirement Planning
  • Succession Planning

Corporate Client Services

RBK’s Corporate Client services team provides a wide range of independent advisory and support services covering pension schemes and trustees, business insurance and corporate investment.

  • Pensions Advisory Services
  • Trustee Advice & Training
  • Business Insurance
  • Corporate Investment

Team Members

Patrick Keegan

Wealth Management Director

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Yann Harrison

Wealth Management Director

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Related Downloads

Personal Retirement Savings Accounts - Employer Factsheet 314.2 KB

Where an employer does not operate an occupational pension scheme, or where there is limited eligibility for membership of a pension scheme, there is a legal obligation on employers to provide employees with access to at least one standard Personal Retirement Savings Account (“PRSA”) with one PRSA provider, and failure to do so could result in the imposition of fines and/or prosecution.


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