1. CREATING AN INTEGRATED VIEW OF THE WORLD

The first step in our investment process is to develop an informed view of the world. We have teams of investment strategy specialists continually monitoring global markets and economies in order to identify the key drivers and trends across all of the different asset classes.

Meet the Global Investment Strategy Team 

2. IDENTIFYING THE BEST GLOBAL OPPORTUNITIES

The Davy view of the world informs our global investment selection, where we aim to identify the most skilled investment managers in the relevant markets. The Global Investment Selection Team not only identifies investment managers, but continually monitors and assesses them against their peers globally.

Meet the Global Investment Selection Team 

3. SCRUTINISING ALL INVESTMENT DECISIONS

Critically, all decisions are vetted by our Investment Committee, which is made up of the most senior investment professionals across our business. They challenge, query and question all of the views, assumptions and recommendations of the Global Investment Selection Team.

Meet the Investment Committee

4. CONSTRUCTING TAILORED INVESTMENT PORTFOLIOS

It’s only when we have completed the investment strategy and selection process that we can construct portfolios that are results orientated, risk managed and, most importantly, tailored to each client’s personal financial situation.

Meet the Portfolio Construction Team

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