DISCRETIONARY PORTFOLIO MANAGEMENT SERVICE

Managing a portfolio requires a significant amount of time and investment expertise. Many clients choose a Discretionary service where Davy assumes responsibility for the day-to-day management of their investment portfolio. Their portfolio is professionally managed in accordance with their agreed investment objectives and strategy. Clients are kept informed on the progress of their investments through regular portfolio reviews and valuations.

ADVISORY SERVICE

For those clients who would like to make all their own investment decisions we provide an Advisory service. Clients receive professional advice and recommendations from their Portfolio Manager, in line with the agreed investment strategy, to help them to make investment decisions. Davy implement the agreed investment decisions on the clients' behalf. 

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.

Talk to a Private Client adviser today

At Davy we know what it takes to build and manage wealth, and what it takes to preserve it. Talk to a Davy Private Client adviser today about our range of investment management services.

+353 1 614 8778