Unio Wealth Management

About Us

Unio Financial Services Limited is the coming together of three of Ireland’s leading wealth management and employee benefit companies with the backing of Great-West Lifeco (GWL). The combined expertise and heritage of Invesco Limited, Acumen and Trust and APT, stretching back to 1991, oversees circa €14bn of assets on behalf of personal and corporate clients. Unio Wealth Management is a division of Unio Financial Services Limited.
Because we know that people are, first and foremost, looking for someone they can trust to grow their wealth, we will deliver this through exceptional advice and experience.
All our investment solutions are designed with sustainability in mind. Doing well and doing good must be part of the same conversation. Sustainability will be a key driver of returns as we design solutions for the future. Our manager research and portfolio construction teams ensure that when we are selecting managers and funds that environmental and sustainability credentials are a key part of the selection process.
Rigour and governance are core to our investment process. Our Global Macro Council, a combination of Unio and international experts, form our world economy views. The Investment Council takes these views and decides how these will be reflected in our clients' portfolios.