With our Discretionary service, we assign you a portfolio manager who will take responsibility for running your investment portfolio - making managing your wealth as effortless and efficient as possible. We will report to you on a regular basis, and have regular review meetings with you to ensure your investment strategy remains appropriate.
If you choose our Advisory service, you will retain control of your investment decisions, backed up by the professional advice and support of your portfolio manager. You decide on the level and frequency of contact that is appropriate.
Whichever service you opt for, your portfolio manager will first work with you to understand your financial needs, your personal circumstances, and any other relevant financial factors. Then together, you will agree the appropriate strategy to achieve your investment objectives and long-term financial aspirations.
Our specialist teams will support your portfolio manager along the way. These are experts in areas such as investment management, tax guidance and retirement planning. They spend their time monitoring, analysing and modelling markets around the world so that your portfolio manager is best placed to construct and manage your investment portfolio.
Your portfolio manager is your single point of contact at Davy, who will guide and support you at all times
