Eugene Lawlor CEO

Hi, I'm Eugene Lawlor

I've been helping clients successfully manage their investments and reach their financial goals for more than thirty years. My company Realm can help you too. Let's begin the process.  

We'll help you gain a better understanding of your financial position and create a roadmap to a secure future. 


Actual Client Reviews

In an independent survey* our clients gave us an overall rating of 4.9/5 and 100% said they would recommend us to a friend or colleague looking for a similar service.

*Mezzanine Creative Ltd - December 2020

Realm are constantly discussing the changing nature and needs of my portfolio.  I am kept updated on a regular basis about market conditions either by email, or their monthly video. I am sure we can all improve on our service proposition but, I can't think there needs to be a major change as the service is excellent in every way.

Phil B.

Company Director

Realm Client 9+ years

Realm have made it their business to ensure they are up to date with my regularly changing financial objectives.


I have always felt that Realm is completely lined up with me on defining what good looks like in terms of my investments.

Bob B.

Retired CEO

Realm Client 9+ years

The objectives for the portfolio are always discussed and have been achieved. There is a great deal of expertise and experience in Realm. This year, when the market has been difficult, I have been kept fully informed of changes and the actions Realm has taken with my portfolio. This has been reassuring through unusual times.

Jan F.

Retired

Realm Client 6 years

Realm is an Investment Management company

We help our clients achieve their financial goals and build a secure future for themselves and their families.

Our investment approach will differentiate us from many firms. Firstly, our investment research is conducted exclusively in-house. Most investment firms acquire their research from the same third-party sources often resulting in a “sameness” approach across managers. Whilst we do not strive to be different, our independent approach often means we hold a different view to many fund managers.

Secondly, we believe in Active Management and although we are not adverse to using low cost index-tracker funds, we always seek to add value through experienced fund managers who can out-perform passive investment strategies.  

Our investment process was developed over many years and employs a unique top-down asset allocation and fund selection methodology with an emphasis on managing risk and preserving capital.

It's difficult to fault Realm's service. As they are smaller and independently owned and controlled, unlike larger institutional investment managers, Realm can be flexible and tailor their services to specific client needs. My investment objectives changed after I retired and my ability to grow my fund diminished. Realm re-evaluated my position and adjusted my risk profile accordingly . They also delivered a bespoke 25 year investment projection to give me peace of mind as to the sufficiency of my fund for the rest of my life. 

We have experienced two significant market downturns, in 2008 and again in 2020. On both occasions Realm navigated these choppy waters smoothly and efficiently, maintained my fund intact and in a strong position to benefit from the calmer conditions which inevitably follow.

Richard T.    Realm Client 9+ years   Solicitor

We are a Boutique Firm

and that gives us the opportunity to build relationships with our clients and stay closely in touch. We are a relatively small team but have considerable experience managing investments.

Out-performance

Our range of risk-assessed portfolios have been live since 2012. They were designed with the aim of delivering superior risk-adjusted returns and have out-performed their benchmarks.

Competitive Pricing

Our advice and management fee is charged at 0.75% per annum. We also offer our own platform service at 0.25% per annum, capped on the first million with all dealing charges free.

My previous experience with investing had not been anywhere near as successful as with Realm. The personal touch with them has been second to none and makes me feel that I am very important to them. I hate anything to do with figures and get turned off whenever confronted with them. Realm has successfully held my hand, often helping me to  understand by patiently talking me through what in the past has just been a blur of meaningless numbers.

Mike H.    Realm Client 2 years
Retired Television Producer and Director

In an independent survey* our clients rated our communication at 4.8/5

We provide Daily Reports, Weekly Updates, Monthly Videos &
Fact Sheets and Quarterly Valuations to keep you informed.

*Mezzanine Creative Ltd - December 2020


The financial situation over the last two or three years with Brexit, the Pandemic and the US elections has been turbulent but Realm have managed the situation to prevent big losses in our portfolio.

Realm appears to study the political situation in detail and is prepared to react quickly while  using their experience to predict future market movements.

Sue & Brian J.    Realm Clients 4 years
Retired Pharmacist / Engineering Dynamics Consultant

As an old pensioner now I need to know that my investment portfolio is in safe hands.  I no longer have the energy to daily monitor of manage my investments.  They need to be in safe hands and with Realm this appears strongly to be the case.

Richard O.

Retired Banker


Realm Client 9+ years

Thorough research to back up investment decisions. Personal contact with Eugene over the years has always confirmed and reassured.

Always clarified my wishes and objectives and then delivered.

Monica W.

Retired

H.R. Director

Realm Client 9+ years

Great service and conscientious thought into my investment risk.


They have always looked at my personal objectives, and have  kept things in line for my investment timescales.

John S.

Mortgage Broker


Realm Client 4 years

By failing to plan, you are planning to fail

...Benjamin Franklin

We have recommended Realm to several friends and family members as we think their services and abilities are so excellent.  They have been outstanding in meeting our agreed objectives. 

There have been three major hiccups in the financial markets during our time as customers of Realm.  On each occasion they have acted with speed, saved our investments and kept us fully informed. 

Continuous research by Realm has meant our investments have grown much better under their supervision than we would be able to achieve on our own - despite the temptation.

Richard R.    Realm Client 9+ years    Retired Chartered Accountant
Wendy R.    Realm Client 9+ years    Retired Private Secretary

In an independent survey* our clients rated our Research & Evaluation at 4.8/5 and 100% said they would recommend us to a friend or colleague looking for a similar service.

*Mezzanine Creative Ltd - December 2020

Eugene always has his finger on the pulse of the markets and updates his clients via phone, email and bulletins.  He is very passionate about what he does and on one occasion challenged a decision that took him all the way to the Ombudsman which he won.  He fought the case with passion/conviction and that is what you need when someone is managing your money for you. What more can you ask of someone who is looking after your funds that they will take the battle to the death if needs be for you.

Margaret B.    Realm Client 9+ years    Business Trainer

Very straight talking, trustworthy individuals, clear advice and don’t over promise. Solid, well researched advice and always available to discuss. I have always been reassured by Realm’s attention to detail when managing my investments. For example, they identified that my previous investment platform had not acted properly or in my best interest... I was not aware of the problem.  Realm fought on my behalf for close to 3 years, eventually taking the case to the Ombudsman who ruled in my favour which resulted in a significant compensation payment to me.  To their credit Realm did not charge me for all the work they undertook.  I am still really impressed by that.

Jon D.    Realm Client 9+ years    Company Director

Regular contact with my Financial Advisor who keeps me up to date with my portfolio. The online service is very useful and informative. In these troubling times my investments have held up very well and this is due to the continuous monitoring and adjustments. 

Andrew T.    Realm Client 3 years
Retired IT Operations Manager

They successfully moved legacy pensions but at the same time advising that one should be left where it is. Very honest approach at the expense of lost income for them. 2020 has been a bad year for all of us. Having said that I am comfortable that my investments are in a safe place. I am in for the long haul and have no qualms for the long term of my investments.

Jean T.    Realm Client 2 years
Accounts Admin

Research

Our team conducts its own extensive in-house research. The depth and breadth of our capability matches that offered to large institutional investors.

Evaluate

Performance depends on how the research is evaluated. Each member of our team has decades of experience across all market conditions.

Allocate

There is virtue in spreading investments but the real skill is allocating efficiently to those assets which will deliver and at the same time actively managing risk.

Liaise

We deliver clear and concise communication with our clients including weekly market updates, quarterly valuation reports and performance data.

Monitor

Many managers review their positions monthly or even quarterly. That's not enough. We constantly monitor so we can respond quickly should the need arise.

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