Davy's Debt & Specialist Finance team is the largest in Ireland. We act for both borrowers and investors in the global debt markets.
We are active traders in all sovereign bonds and global credits, and are primary dealers of Irish government bonds.
Our Institutional Services are supported by innovative, timely and commercial ideas based on our knowledge and understanding of the companies we cover and the industries in which they operate.
For more than 85 years, Davy has been committed to serving charitable organisations.
Davy Charities offers comprehensive investment solutions across the Charity, Not-For-Profit, Endowment and Philanthropic investment landscape.
Davy has over 15 years' experience in the credit union market in Ireland, and can offer investment expertise and assistance in relation to regulatory and market developments.
Our dedicated Credit Unions team provides a choice of service offerings to meet the individual requirements of each Credit Union.
Davy offers a competitive share dealing service for Employee Share Option Plans (ESOP).
We have a highly qualified and experienced ESOP team dedicated to assisting members of company share plans. Services include Approved Profit Share Schemes, Employee Share Option Schemes, Restricted Stock Unit Schemes, and Save As You Earn Schemes.
"In business, success generally depends on having a clearly articulated goal, and a clear route map to achieving that goal, or in other words a plan. Why should your financial affairs be any different?"
- Pat Cooney, Head of Portfolio Management
Your financial plan with Davy is a roadmap, helping you to navigate life’s stages. Our commitment is to guide you through this journey, with the aim of securing your financial future today, tomorrow and for the generations that follow.
We’re focussed on delivering superior investment returns for our clients. By integrating your financial goals with our view of the world and a rigorous investment process, we build an investment portfolio that is tailored to your specific needs.
Your pension portfolio can play a significant role in providing for your financial security in retirement, and give you the freedom to create a future that suits your needs. We provide a wide range of personalised pension structures to help you make the most of your assets in retirement.
Our Execution-Only service is for people who are comfortable making their own investment decisions, without financial advice. Buy and sell shares, investment funds and ETFs online or by telephone, and trade bonds by telephone.
Our office in Belfast provides a comprehensive range of financial planning, investment management and asset selection services for clients in Northern Ireland.
For those clients who avail of our Discretionary or Advisory service, your Davy Portfolio Manager is available to provide on-going assistance and advice. We also offer a range of supporting services for our clients, including online access to your portfolio and offices throughout the country. Online or in person, everything we do is underpinned by our commitment to keeping you informed.
Davy Private Clients operates a transparent fee structure. We charge an annual management fee for our Discretionary and Advisory services.