Wealth Management |
Only after we take the time to fully understand and analyse your needs will we propose the various options available to you. And then together we will agree with you the most appropriate strategy to manage your wealth.
Our specialist teams will support your portfolio manager along the way. These teams include 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.
The level of involvement you would like to have in managing your investment portfolio is up to you. With our discretionary service, your portfolio manager 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 hold 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.
Learn more about our approach to financial planning and investment management.