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.
At Davy, we work closely with our clients to stay abreast of their changing circumstances, offering financial planning and investment management advice and building long-term relationships based on the shared principles of trust, planning and communication.
The investment needs of charities vary widely. The trustees of a charitable organisation must not only work towards the objectives of their organisation today, but must also seek to ensure the on-going operation of their charity in the future. To meet this requirement, it can be helpful to create and manage a robust financial plan for the long-term. Learn more about our Financial Planning Services for charities
No single investment solution suits all, which is why we customise our approach to meet the needs and aspirations of each charity that we work with. In many cases short-term needs have to be met and longer-term spending has to be planned for. Providing this level of flexibility is key to success.
The breadth of our investment capability and the high quality of the advice we can offer our clients have helped us to build a strong presence in the sector and strong relationships built on trust. Learn more about our Investment Services for charities
Over time, the needs of a charitable organisation change, as does our view on the investment markets. Our rigorous review and investment oversight policies enable us to respond to these changes in a timely fashion. We regularly report, communicate and inform our charity clients through a highly engaging and personal service. Learn more about our client services
Talk to our team to find out how we can help your organisation investment for the future.
Tel: +353 (0)1 614 3344