Our Vision

We provide quality financial advice.

Our vision is simple:

  • To make financial advice an engaging experience for our clients.
  • To give clients confidence in and understanding of how their money is invested.
  • To offer informed dialogue about economics and financial markets.

We are a fee-only investment advisory firm. We work only for our clients. We use our extensive investment experience together with innovations in the marketplace to ensure that the best interests of our clients always come first.

Engagement

Our People

Ronan O’Houlihan

Managing Director

Ronan has a wealth of experience gained over 35 years of managing institutional and private client funds in fixed income and equities, spanning developed and emerging markets. Over the course of his career, Ronan has developed strong relationships with leading investment firms and investment academics from around the world.

Graham Cawley

Director

Graham has 27 years investment experience across a range of disciplines, latterly focusing on portfolio management and advising clients. Graham has managed client portfolios at Bank of Ireland Asset Management, Credit Suisse and Davy before joining Ronan O’Houlihan as a business partner in Santiago Investment Advisors, where he and Ronan manage portfolios according to their values and disciplines. Graham is an advocate of client led, transparent, fee-based advice and bespoke portfolio management.

Gemma Byrne

Office Manager

Gemma has worked in Financial Services in the areas of systems administration and equity fund management. She is a Q.F.A. and holds a Bachelor of Commerce and Master of Business Studies from University College Dublin.

Eddie Shaw

Consultant

Eddie has more than forty years’ business experience at a senior level gained primarily in the Financial Services sector where he held a number of Senior Executive positions. Working in general insurance, life insurance, re-insurance and capital markets – fund management, he was Director of Hibernian Group, Managing Director of Hibernian Insurance, Hibernian Re-insurance and Hibernian Investment Managers. As a director of Carr Communications, he has extensive and wide-ranging experience in the area of communications in Ireland and the EU.

Alex Cooney

Portfolio Manager

Alex joined Calm Financial Care in March 2019. He began his investment career in 2016 when he joined Davy on his graduate program. He worked in the Private Client division where he was responsible for the ongoing management of client portfolios, and the Asset Management division where he worked on the Davy Global Bond Fund. Alex holds a Bachelor of Commerce International from University College Cork and a Master of Finance from UCD Michael Smurfit Business School. He is a level III CFA candidate.

Our Services

We advise on investments, pensions, protection and financial planning.

At various milestones in your life your focus will shift with your priorities. The advice we provide takes account of your current situation and future plans.

The advice we give is based on our understanding of you and draws on our expertise, capabilities, experience and network.

Wealth accumulates in various silos; personal savings, pensions and corporate accounts.

Calm Financial Care will advise on any of these structures; recommending asset allocation, security selection and providing execution across global markets.

The service is comprehensive, including custody, consolidated tax reporting and portfolio valuation.

Networks

Investment Advisory Board

Networks

An investment concept is only as successful as the minds behind it. As an independent investment advisory firm Calm Financial Care does not rely solely on our own expertise. We have established an Investment Advisory Board consisting of highly skilled senior investment specialists with expertise across all the major asset classes as well as an in-depth understanding of macroeconomic and monetary policy. The Board meets quarterly and its function is to augment our knowledge and understanding and to advise on general investment strategy, including strategic and tactical asset allocation. Thus it backs up the final selection of interesting investment ideas and works in close, critical cooperation to the benefit of our clients. The Investment Advisory Board are:

Dan McLaughlin has had a long award winning career as an economist, holding a variety of research roles in stockbroking and banking. (http://www.danmclaughlin.ie)

Bernard McAlinden is a distinguished investment manager and strategist and is currently strategy coordinator for European Securities Network.

Helen Thomas is a political and economic expert with extensive experience in financial markets. She is the author of the influential blog BlondeMoney. (http://blondemoney.co.uk)