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.
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.
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.
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.
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.