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.
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.
Robbie Kelleher is one of Ireland’s best-known and respected economists, and brings a wealth of experience to Davy Private Clients. Having started his career back in the 1970’s as a macroeconomic forecaster for the ESRI, the Central Bank of Ireland and then Irish Life, he became a founding partner of DKM Economic Consultants in 1981 before joining Davy. For 20 years from 1988 onwards Robbie was Head of Research at Davy, and was also the firm’s Chief Economist during that period and won many awards and plaudits as one of Ireland’s leading economists. In 2008 Robbie moved to Davy Private Clients, in response to the growing importance of the group’s wealth management division. Robbie is a member of the Davy Investment Committee.
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.
Pat is Head of Private Clients and has 25 years' investment experience. He has an Economics degree from University College Cork and an MSc in Investment and Treasury from Dublin City University. Pat is a Registered Stockbroker and a member of the board of J&E Davy.
Dermot was previously Head of the Investment Services Division in Davy (1986 to 2000). Prior to joining Davy he worked with Guinness & Mahon Bank, initially as an Investment Manager and subsequently as a Director of Investment Services. Dermot holds a BA Degree in Economics from Trinity College, Dublin and a MBS in Banking and Finance from University College Dublin. He is a Registered Stockbroker and a member of the Securities Institute.
Adam has significant experience working with private individuals, corporates and family offices in designing customised portfolio solutions. Adam draws on a broad range of financial industry and professional experience having previously worked as a Manager with PWC in their Tax and Audit and Business Advisory Departments and before that as a Financial Analyst at Goldman Sachs in London. He is a CFA Charterholder and a member of the CFA Institute and the Society of Investment Analysts in Ireland, a Chartered Accountant (ACA) and a member of the Institute of Chartered Accountants in Ireland, a Chartered Tax Adviser (CTA) and a member of the Institute of Taxation Ireland and a Qualified Financial Adviser (QFA) and a member of the Institute of Bankers in Ireland.