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 range of assets managed within these vehicles varies depending on the fund’s investment profile. In many cases, investments are confined to specific asset classes for example the commercial property sector, both domestically and overseas, while others follow a broader allocation incorporating quoted equities, private equity, hedge funds, debt securities and other alternative asset classes.
The following entities are directly involved in our fund services offering:
Davy Investment Fund Services (‘DIFS’) is a Non-UCITS management company). Alternative Investment Funds (‘AIFs’) are required to comply with their obligations under the Alternative Investment Fund Managers Directive (‘AIFMD’). AIFs can appoint DIFS to act as an external AIFM in order to meet their obligations under AIFMD.
DIFS is a core part of the Davy Group, providing services not only to third parties, but also supporting in-house funds. The board of DIFS has been specifically selected to ensure that the designated functions for which its directors are responsible for are being undertaken by individuals with the requisite expertise and experience.
DIFS was authorised as an AIFM by the Central Bank of Ireland on the 22nd July 2014.
J&E Davy, trading as Davy, is an investment firm providing investment management services to both in-house and third party Collective Investment Schemes (‘CIS’). Davy established its first regulated fund in 1997 and, as a result, we are very familiar with all aspects of managing and administering these structures. The firm is also authorised to provide a number other key services to funds such as distribution and listing. Davy is a lead Sponsor for investment funds wishing to list on the Irish Stock Exchange and is one of only three Sponsors to be represented on the Stock Exchange’s Investments Funds Listing Committee.
Davy Asset Management is an investment firm which focuses on providing investment management services to both in-house and third party CIS including UCITS (‘Undertakings for Collective Investments in Transferable Securities’) and Alternative Investment Funds ('AIFs'). Davy Asset Management has expertise in managing a broad range of asset classes including quoted equities, private equities, hedge funds, debt and real estate. Assets are managed through a range of regulated structures - UCITS and AIFs (including Qualified Investor Alternative Investment Funds ('QIAIFs')).