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.
"The trustees of endowed institutions are the guardians of the future against the claims of the present. Their task in managing the endowment is to preserve equity amongst generations"
James Tobin, 1974
Davy Charities' dedicated financial planners will work with you to develop an understanding of your organisation’s circumstances – the organisation’s financial position; its short, medium and long-term objectives and its tolerance for risk. We are then able to work with you to develop a solution based on expected returns, time horizons and levels of risk with which the trustees feel comfortable. This is a two-way process of determining how your charity could plan to meet its goals through the proper management of your financial resources.
As part of this process, Davy Charities can assist in preparing a capital sufficiency analysis to determine whether your resources are likely to allow you to achieve all of the goals you have set.
For charities that are perpetual in nature we can assist in identifying the most sustainable level of withdrawal from their investment portfolio. This analysis can help with forward planning and budgeting.
The financial plan that we develop together is not just a roadmap for your investments, it is the commitment from Davy to your charity. Through on-going engagement and review your financial plan will evolve in tandem with your charity’s changing needs and objectives to ensure that at all times the most appropriate investment strategy is implemented.
Talk to our team to find out how we can help your organisation investment for the future.
Tel: +353 (0)1 614 3344