EXPERT INVESTMENT ADVICE

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.

BESPOKE TRAINING AND DEVELOPMENT

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.

IN-DEPTH ANALYSIS

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.

CREDIT UNION RESEARCH UNIT

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.

STRENGTH IN SIZE AND EXPERIENCE

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.

A CHOICE OF SERVICE LEVELS

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.

FEES & CHARGES

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.

Talk to the Credit Unions Team Today

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
Email: creditunions@davy.ie