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.
Whatever your requirements are, your Davy portfolio manager is there to help you figure things out, working with you to prioritise your goals and make informed decisions about your retirement plans. You may require a level of specialised pension advice at times throughout your working lifetime – we have a team of financial planning advisors who can work with you, and your portfolio manager, on the planning and structuring options available to you.
We provide clients with a wide variety of personalised pension structures, all of which offer you investment flexibility, control and transparency.
If you are a Senior Executive or Director of your firm, you may have the option to set up an Executive Pension Portfolio (EPP).
A Personal Retirement Savings Account is a long-term personal retirement account, which is designed to make saving for your retirement as easy and flexible as possible.
A Personal Retirement Bond is a lump sum pension plan into which you may be able transfer funds from your existing pensions. Personal Retirement Bonds are also known as buy-out bonds.
If you are approaching or are in retirement, you may have the option of setting-up an Approved Retirement Fund into which you can transfer your existing pension fund after your once-off lump sum has been taken.
Davy Financial Life Planning is about trying to fulfil real, financial goals that will have a positive impact not just on your life but potentially on the lives of those coming after you. Retirement planning plays a key role in helping you achieve these goals, working hand-in-hand with your Protection and Succession Planning strategies.
At Davy we know what it takes to build and manage wealth, and what it takes to preserve it. Talk to a Davy Portfolio Manager today about developing your retirement plan.
There are risks associated with pensions. Each investor is responsible for making some or all of the investment decisions in relation to his or her pension. Your choices may not be the best options. As a result, there is a risk that the pension scheme may be underfunded by the investor and/or the value may be insufficient at retirement so that the investors' long-term retirement needs may not be met. It is important that each investor seeks independent professional advice prior to making any decisions which have tax, legal or other financial implications.
Davy acts as Pensioneer Trustee to EPPs. Davy is a PRSA provider and a Qualified Fund Manager to ARFs.