Delivering award-winning investment solutions for our clients

Davy Private Clients has been awarded the 2026 3D Award from ARC (Asset Risk Consultants), a leading independent provider of investment consulting, manager research and performance reporting to private clients, charities, family offices, professional trustees and their trusted advisers.

The award is an independent endorsement of the quality of our investment process, which is managed by our 30-strong investment team. The team is responsible for setting asset allocations, selecting instruments, and making tactical changes in portfolios with the aim of delivering world-class solutions for our clients.

The ARC 3D Award is a symbol of excellence in the investment world, celebrating firms that consistently demonstrate outstanding commitment to transparency, engagement, and integrity.

Awarded by ARC Research, the ARC 3D Award recognises investment management firms that meet rigorous standards of transparency and integrity in their operations. This annual accolade is not just a mark of quality; it is an independent endorsement of a firm’s dedication to upholding the highest principles in investment management.

Who are ARC Research?

ARC Research now part of S&P Dow Jones Indices specializes in converting investment performance and fee data into actionable intelligence, while also assessing how investment firms deliver value to clients. With over 145 contributing firms and more than 375,000 portfolios, the ARC Wealth Indices offer a real-world reflection of professionally managed wealth. ARC Research complements S&P DJI’s commitment to objective, transparent and rules-based benchmarking by expanding its capabilities into the private wealth space.

Together, the firms promote greater clarity and data-driven decision-making across both the institutional and individual investment landscapes. For more information, visit www.suggestus.com.

About S&P Dow Jones Indices

At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. Our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit www.spglobal.com/spdji.

What is the ARC 3D Award?

The 3D Award is a hallmark of excellence, independently affirming the firm’s dedication to the fundamental principles of transparency, engagement and integrity. It acknowledges Davy's success in meeting ARC Research’s rigorous standards and enhances the company's stature within the investment community.

Who can hold the 3D Award?

Eligibility for the 3D Award hinges on adherence to three principles: 

• Due Diligence: To maintain the integrity and accuracy of ARC assessments, participants are required to complete the ARC Research Due Diligence Questionnaire (DDQ) in its entirety and ensure it is updated on a regular basis.
• Data: This involves providing quarterly updates on the returns of individual client portfolios. This data allows ARC Research to assess not only the adherence to model strategies but also to gauge the real-life outcomes for clients.
• DNA: Managers are required to engage proactively and consistently with ARC Research through regular meetings to demonstrate the efficacy and integrity of their investment philosophy and operational processes.