Companies

Irish retirement planning firm BasePlan acquired by British investment manager Kingswood

The acquisition of BasePlan brings total assets under management by Kingswood Group’s Irish subsidiary to over €1bn

Bryan Moloney, chief executive of Moloney Investments, the Irish subsidiary of Kingswood Group

BasePlan, a Dublin-based retirement planning advisory firm, has been acquired by a British investment group for an undisclosed sum.

Kingswood Holdings, the British investment management group, announced on Tuesday that its Irish subsidiary, Moloney Investments, had completed the acquisition of BasePlan following regulatory approval.

Founded over 30 years ago, BasePlan provides retirement planning and wealth management services to Irish clients, and has grown to manage assets of €130 million under the management of its joint-shareholders, ...