Wealth in well-being:
Know better, live richer
Whether you are a private individual, a business owner or an executive, at Davy our purpose is to deliver world-class outcomes for you.
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Self-directed investing for investors who are comfortable making their own investment decisions
We can help you reach your life goals with our Wealth Management Services from our offices in Belfast and London
16 February, 2024
15 February, 2024
Help you achieve the future you want
Wealth management can be a complex business. At Davy, we have practical experience of dealing with the real-life challenges and opportunities this brings. We work to understand what is important to our clients, creating solutions and investment strategies to help them achieve their goals. We pride ourselves on putting our clients at the heart of everything we do. Their goals and ambitions drive our purpose, which is to deliver world-class outcomes. For over 90 years our clients have entrusted us to safeguard their assets. With €14bn+ discretionary and advisory assets under management, our investment management proposition is underpinned by expertise, robust process and access to a comprehensive range of solutions including some of the world’s leading investment managers.
Ireland's leading capital markets advisory team, with a broad suite of investment banking services and a growing, ambitious team in the UK
At Davy Group, we deliver world-class outcomes to our institutional clients through insights and expert execution. By combining the strength and expertise of our Research and Institutional Equities team, we provide a range of services to our global and domestic institutional clients.
Our Research team provide clients with full coverage over a broad range of companies and sectors. Our trading and execution service offers market making in Irish and UK listed equity instruments, using the latest market access and algorithmic trading technology.
Davy Corporate Group focuses on delivering world-class outcomes for our clients. Our client first approach focuses on building long-term relationships to support clients. We have unrivalled expertise providing services to our clients across Equity Markets, Mergers & Acquisitions, Private Capital Markets & Debt Advisory and Strategy Advisory assignments, as well as providing expert long-term sustainability solutions through our Davy Horizons team.
Davy Capital Markets UK broadens Davy's addressable public and private corporate market through a targeted leverage of our research and institutional capabilities into the UK, contributing to our ambition of being Ireland’s most admired investment bank.
Real Estate Investment Management
Established in 1997, Davy Real Estate acquires and manages real estate assets in Ireland on behalf of domestic and international investors. Davy Real Estate is one of the largest real estate investors in Ireland the team is managing in excess of €2.3 billion in real estate assets through regulated and unregulated structures. The team in involved in all sectors of the commercial and residential property and is particularly active in the Office, Retail, Industrial, Leisure and Long Income space.
Our industry leading specialists bring expertise to property selection and all areas of active asset management. Our in-house research team provides us with unrivalled property sector and economic research we leverage for the benefit of our clients, to build a portfolio that will deliver a return on investment over the long-term.
For investors who wish to execute their own decisions
Davy Select is one of Ireland’s leading investment platform provider for retail investors. It offers a wide range of investments including shares, funds and money market instruments for those who are confident in making their own investment, trading and savings decisions. In addition to investment accounts a range of pension products are available to those who wish to accumulate funds for their retirement. Products are only available on an execution only basis although Davy Select does work with a number of Investment Intermediary firms who can assist those who require Investment or Financial Planning advice.
Helping you manage and grow your wealth, and make sound financial decisions
At Davy UK, we offer holistic financial planning and investment management services from our offices in Belfast and London. We work with clients to create a bespoke financial plan that is built around their life, family and personal goals. Our teams are committed to delivering world-class outcomes for our private clients, charities and institutions with a local and personal service.
Over 90 yearsin business
More than 800experienced employees
€16bn+ assetsunder management
97% trustrating from clients*
Incidents of fraud and cybercrime are increasing with scams becoming more sophisticated and harder to identify. Fraudsters are continuously coming up with new ways to try to illegally access personal and financial information, often by convincing people that they are dealing with a company they know. Visit our security centre to learn more about the types of scams to be aware of, what to do if you’re the victim of fraud and ways to protect yourself.