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.
Your portfolio valuation is displayed each time that you log in to Davy. To access the portfolio valuation from other pages, click on My Portfolio in the main navigation.
The top section of the Portfolio Valuation page displays a short summary of your account. The details of this are:
You can quickly review the sector balance of your portfolio using the pie chart in the centre of the page.
The bottom section of the Portfolio Valuation is given over to a list of your current holdings, with prices from the previous day's close. From this list you can review your holdings, and drill down to detailed prices, charts and stock information.
To review your transactions on a particular holding use the Holdings History tool. To open your Holding History page, click on My Portfolio, and Choose Portfolio Holdings History in the white menu.
The Holdings History functionality lets you review your transactions in a particular share, investment fund or ETF during a specified time period.