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.

PLAN

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

INVEST

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

REVIEW

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 Davy Charities Today

Talk to our team to find out how we can help your organisation investment for the future.

Tel: +353 (0)1 614 3344 
Email: charities@davy.ie

OUR PEOPLE
GET IN TOUCH