DISCRETIONARY SERVICES

Full discretionary portfolio management enables charities to delegate total management of their investment assets to Davy Charities. It enables your organisation to task us with all investment decision-making, based on parameters agreed with you. By delegating all investment activities, trustees are free to focus on the core activities of their organisation.

Davy Charities is the selected discretionary manager of many charities, foundations and endowments in Ireland. Our approach combines a deep understanding of each of our charity client’s requirements with a disciplined investment approach designed to generate consistent returns in line with a charity’s expectations.

ADVISORY SERVICES

For those charity clients who would like to make all their own investment decisions we provide an Advisory service. Clients receive professional advice and recommendations from their Portfolio Manager, in line with the agreed investment strategy, to help them to make investment decisions. Davy Charities implement the agreed investment decisions on the charities' behalf. 

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