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Global Investment Strategy

Davy's global investment strategy specialists continually monitor global markets and economies in order to identify the key drivers and trends across all of the different asset classes.

Brian O'Reilly

Head of Global Investment Strategy

Brian O’Reilly leads the Global Investment Strategy team at Davy Private Clients, and is a member of the Davy Investment Committee. In his role he is responsible for forming the division’s global investment and asset allocation strategy. Brian began his career as an analyst with Goldman Sachs in London before he went on to join UBS Warburg as a member of the banks global equity strategy team. He then worked for UBS on Wall Street during the financial crisis from 2006–2008, before being appointed Chief Investment Strategist for UBS Wealth Management in London. With over 15 years’ experience working for some of the world’s leading investment houses, Brian brings a truly global perspective to managing our clients' wealth.

Alan Werlau

Senior Investment Strategist

Alan joined Davy in 2015 from New York. He has over 25 years’ experience in asset and investment management, and advising high net worth clients and global family offices in his previous role at UBS Investment Bank. Prior to working at UBS Alan was also the founder of hedge fund Black Arrow Capital Management, and has held previous roles at Deltec Asset Management, Bankers Trust and JPMorganChase. Alan is a member of Davy’s Global Investment Committee, with particular responsibility for managing Davy’s UK investment offering. Alan holds a B.A in Foreign Service and International Relations from the Pennsylvania State University.

Aidan Donnelly

Head of Equities

With over 19 years investment management experience Aidan Donnelly is a senior equity analyst in Davy Private Clients. In his current role he is responsible for the global equity offering at Davy constructing bespoke equity portfolios for our clients. Prior to joining in 2006, Aidan worked for AIB Investment Managers as a fund manager specialising in large institutional portfolios of UK and US equities. Aidan holds an honours M.Sc. in Investment & Treasury from Dublin City University. He is also a Chartered Financial Analyst (CFA) holder and Registered Stockbroker.

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