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.
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.
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 our team to find out how we can help your organisation investment for the future.
Tel: +353 (0)1 614 3344