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.
Succession Planning involves managing the transition of wealth to the next generation. It begins with understanding what you want to achieve with your wealth, both during your lifetime and beyond.
There are many techniques and structures available to preserve and pass on wealth. Whatever your requirements are, your Davy portfolio manager and our team of financial planning advisors are there to help you figure things out, providing solutions and working with your tax and legal advisors to implement them as part of your overall Financial Life Plan.
Most parents would like to alleviate life’s struggle for their children without eliminating it entirely, and where to strike that balance is a matter for individuals to discuss and decide.
Davy Financial Life Planning is about trying to fulfil real, financial goals that will have a positive impact not just on your life but potentially on the lives of those coming after you. Succession Planning plays a key role in helping you achieve these goals, working hand-in-hand with your Lifestyle and Protection Planning strategies.
For more details on Succession Planning services from Davy Private Clients, read the Succession Planning Brochure.
To start your planning conversation, call or email to arrange a meeting with a portfolio manager.