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.
Having serviced Credit Unions for over 15 years, Davy has a comprehensive understanding of the unique requirements of credit union investors. Our Investment Managers have long standing relationships with both small and large Credit Unions across Ireland. They are available to provide investment advice and assistance in relation to regulatory and market developments.
In an environment where there is an increasing regulatory focus on fitness and probity, Davy can provide valuable training and development on a range of investment topics to key Credit Union personnel.
Davy provides comprehensive monthly valuations which include automated prudential returns and guidance note analyses. In addition, a detailed income forecast report is offered which represents a core requirement of a Credit Union's strategic plan.
Our team includes Investment Analysts who specifically focus on providing quality research on important regulatory changes and delivering expert advice on issues of major importance such as Basel III.
A team of 10 experienced professionals are dedicated to servicing our Credit Union clients while ensuring that our service constantly evolves to meet changing needs. Our team can leverage off the resources, knowledge and strategic relationships of the Davy Group, which employs over 600 people.
Discretionary or Advisory services may not be suitable for all investors. Some would prefer to manage their own portfolio without advice and may prefer an Execution-Only service.
An annual management fee, if applicable, will be agreed based on your Credit Union's individual requirements. Our standard fees and charges are listed in the Fees & Charges Schedule.
Should you wish to discuss your service level or if you would like to consider the options available to you, please contact us.
Tel: +353 1 614 8957