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.
Ian has more than 14 years’ investment experience. He specialises in developing charity investment strategy, charity financial planning, constructing portfolios and managing client relationships. Ian is a Certified Financial Planner, CFP®, holds an MBA with Distinction from Trinity College Dublin, an MBS from The Smurfit School of Business, a Bachelor of Commerce from University College Dublin and a Graduate Diploma in Financial Planning. Ian is also a Qualified Financial Advisor and holds a Diploma in Corporate Law & Governance. He is presently completing a Masters in Finance.
Joseph has more than 40 years' investment experience specifically addressing the needs of charitable clients. He specialises in developing charity investment strategy and managing client relationships. Joseph holds a BA degree in Economics and Politics from University College Dublin, and is a registered Stockbroker and a member of the Securities institute.
Contact us to find out how we can help you.
Give us a call on +353 1 614 3344 or email us at email@example.com