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.
Our team deals directly with company registrars on your client’s behalf taking the uncertainty out of securities and estate administration. We can update valuations for Capital Acquisitions Tax and Capital Gains Tax purposes. We also carry out the administration post grant, for the transfer of certified shareholdings to beneficiaries.
We can offer advice in the following areas:
We will correspond with all Irish, UK and US registrars to note death on each shareholding, using the Grant of Probate or small estates procedure.
We will liaise with all Irish, UK and US registrars to complete all share transfers to beneficiaries on behalf of the estate.
As part of our service we will establish all dividends due to the estate and arrange for these to be forwarded to the relevant address.
Where share certificates have been lost or mislaid, we will apply for letters of indemnity and advise of any additional registrar fee.
Our dedicated Probate Team has a wealth of experience in meeting our clients' probate needs. Contact us for more information.