Davy Private Clients Insights

Insights

As part of our wealth management service, Davy Private Clients produces a range of publications to provide clients with insights and analysis of economic, investment and financial planning issues & events which impact on both the global economy and individual portfolios.
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Hedge Funds: The Long and the Short of It

Long/short equity funds have an impressive track record, beating equity markets over the long run and protecting investors through volatile markets. However, over the last few years, returns from these hedge funds have been less favourable. Michael MacGrath, Senior Analyst, Global Investment Selection, looks at whether investors should consider rethinking investing in this asset class.

MarketWatch October 2015
BY Michael MacGrath
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Succession Planning: Passing on your wealth in 2015

For many businesses and families, thinking long-term involves considering the safest and most sensible ways to pass on wealth to children. In this article, Deirdre Lyons, Tax & Financial Planning Strategist, looks at different options of good-practice succession planning.

Financial Planning Insights October 2015
BY Deirdre Lyons
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Keeping an eye out for the downside

It’s easy to forget the main lesson the crisis has taught us: ‘plan for the best, prepare for the worst’. In this article, Declan Hanley, Head of Financial Planning, considers some of the steps you can take so that you and your family are better placed to meet financial challenges.

Financial Planning Insights October 2015
BY Declan Hanley
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Inspiring Entrepreneurship in Children

Today’s children represent a chance to inspire opportunity and growth for everyone.

Cents for Kids October 2015
BY Marah Curtin
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Parents should beware the rising inheritance tax take

The recent recovery in the property market, together with a very restrictive inheritance tax regime, have raised concerns for many parents on how to pass on their properties to their children without burdening them with a big inheritance tax bill. In this article, Martin Kennedy, Financial Planning Consultant, explains how to prepare the most tax-efficient estate plan possible.

Financial Planning Insights October 2015
BY Martin Kennedy
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Practical steps for anyone impacted by the pension threshold

Budget 2014 introduced changes to the maximum allowable pension fund at retirement and reduced the Standard Fund Threshold to €2m. In this article, Colm Power, Senior Financial Planning Manager, looks at the most effective strategies that we have implemented for clients who have been impacted by these changes.

Financial Planning Insights September 2015
BY Colm Power
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4 steps clients with pensions are taking to secure a rewarding retirement

In light of the recent strong returns in most asset classes, the value of many Irish pensions has improved. In this article, Colm Power, Senior Financial Planning Manager, looks at four easy steps that might help you hit your retirement targets.

Financial Planning Insights September 2015
BY Colm Power
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DB or not DB, that is the question

Interpreting Hamlet’s famous soliloquy is a breeze compared to the intricacies of a defined benefit pension plan but anyone with a ‘DB’ scheme must get their head around the risks and rewards, writes Declan Hanley, Head of Financial Planning.

Financial Planning Insights September 2015
BY Declan Hanley
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Today versus Tomorrow: Balancing Competing Financial Goals

If you’re like most, not having enough money for retirement is a top financial concern. Other noteworthy concerns are not having enough money to pay medical costs, maintain the standard of living you enjoy and pay off your debt. Sound familiar?

Financial Planning Insights September 2015
BY Marah Curtin
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Budget 2016: Time to rethink Ireland’s redistributive tax-benefit system?

With the October Budget approaching the clamour for tax cuts and spending increases has begun. Conall Mac Coille discusses the Irish tax-benefits system and how it compares internationally.

Investing Insights August 2015
BY Conall Mac Coille
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