Careers At Abbey Wealth

Company Registration Details

Abbey Wealth comprises the following regulated businesses.

AFS Wealth Management & Insurance Advisers Limited AWM Wealth Advisers Limited AWM Advisers SA
Registered Address
3 Clanwilliam Terrace Grand Canal Dock Dublin D02 YY49
3 Clanwilliam Terrace Grand Canal Dock Dublin D02 YY49
Avenue de la Gare 29 1950 Sion
Company Number
561245
629228
239207553
Tel
+353 154 148 10
+353 154 148 10
+41 22 700 84 75
Regulator
Central Bank of Ireland
Central Bank of Ireland
FINMA Switzerland
Registration Number
C143069
C182986
32587
Branch
Centro Plaza, Avenida Manolete 1, Minitienda 4, Nueva Andalucia, 29660 Spain. Telephone - +34 952 887 270
Centro Plaza, Avenida Manolete 1, Minitienda 4, Nueva Andalucia, 29660 Spain. Telephone - +34 952 887 270
Licensed Activities

ESG and Sustainable Investing

Abbey Wealth operate an investment committee who regularly monitor funds and fund performance. The investment committee approve a matrix of funds that comprises of a range of multi asset solutions and some single asset solutions. We can confirm that a range of sustainable funds are included in the approved matrix based on meeting specific ethical criteria and also certain risk parameters. Our advice team proactively address the area of ethical funds during the advice process.

In providing investment advice, Abbey Wealth seeks to customise our advice to meet your personal sustainability preferences and attitudes. If sustainability matters (defined as environmental, social and governance (‘ESG’) considerations) are a priority investment objective for you, then they are a priority consideration in the investment advice we provide and we can direct you to a range of ethical ESG investment solutions.

If sustainability considerations are not a personal priority for you, we do not explicitly consider them as suitability criteria in the advice that we provide, nor do we comment on potential adverse sustainability impacts that are inherent in investment recommendations beyond sharing any relevant information supplied by the product provider.

As Abbey Wealth’s policy is to fully respect each client’s individual approach to sustainability matters, we do not consider the sustainability characteristics of the investments that we recommend in the determination of our fees and charges.

Where the investment solutions that we recommend comprise units in UCITS Funds we rely on the Prospectus or Factsheet information issued by each Fund’s Investment Manager to explain how Sustainability Risks are managed and to indicate any adverse impacts that Sustainability issues might have on your investment returns.

Where the investment solutions we recommend comprise commercial paper of a single issuer, we reference any sustainability impacts arising from the issuer’s commercial activity and/or business practices in our Suitability report(s).

Abbey Wealth

Both Abbey Wealth and the website www.abbeywealth.com are trading names. The information contained on this website is for information purposes only and is not intended as an offer or solicitation for the purchase or sale of any financial instrument. This website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law. Not all products or services are available in all geographical areas. The information on this website is subject to change. The “Website” means the website and all information and materials contained on the website. Certain sections or pages on the Website may contain separate terms of use or disclaimers, which are in addition to these terms of use. In the event of a conflict, the additional terms of use will govern for those sections or pages.

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