Credit Union Service

The Merrion Credit Union team has a deep understanding of the credit union sector and has relationships with over 200 credit unions across the country.  Our dedicated and experienced team is lead by John McCormack, who along with Peter Robinson has full access to the resources of Merrion Capital Group including our institutional fixed income team, research analysts, economist, and client services, insuring a class leading service for our credit union clients.  Merrion have allocated substantial resources to the credit union team and will continue to do so in order to offer a best-in-class service for our credit union clients.  In addition we believe that full transparency and independent advice are very important factors to consider, in particular, ensuring that our credit union clients are in full compliance with  regulatory and compliance requirements.

In building our long term relationships we endeavour to create partnerships with clients, so through effective communication we deliver the service required.  Our goal is to become the trusted adviser for our credit union clients and together to build effective investment portfolios, managing risk appropriately and achieving investment returns with a conservative approach.

We believe that on-going training for management teams, directors and staff members is another important consideration.  With the increase in regulatory requirements, fitness and probity standards and ever more complicated investment markets, the challenges are great and the need for regular training is paramount.  Our experienced team provide our credit union clients with bespoke training, covering a range of investment topics, with accredited CPD hours available for our training services.

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Our services include:
  • Independent Investment Advisory & Strategic investment planning
  • Tailored education and training
  • Bond execution and safe custody
  • Online access to investment portfolios
  • Structured products, private placements, tailored investment solutions
  • Corporate Finance and Financial Advisory Services