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.
Your Davy advisor will work with you to determine the goals you are trying to achieve. Whether you want to ensure that your assets meet your income needs in retirement, transfer your wealth most efficiently to the next generation, or ensure that your investment strategy has taken into account your personal tax considerations, Davy’s team of advisors can put together a financial plan designed to meet all of your planning needs:
Ensure you and your loved ones are able to meet your liabilities and maintain your living standards should life take an unexpected turn.
Planning ahead for your retirement can help you achieve the freedom to create a future that suits your needs. You can then look forward to your retirement with confidence, wherever that might take you.
Effectively providing for your family now and in the future requires a thoughtful succession strategy. Davy can work with you to develop a plan for the structured handover of business assets and tax-efficient transfers of other assets.
For information on the Investment Services that we offer, please see the main Investment section.
At Davy we know what it takes to build and manage wealth, and what it takes to preserve it. Talk to a Davy Advisor today about our range of financial planning and investment management services.
Telephone: +44 2890 310 655