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.
Tax relief on contributions:
Tax-free investment returns:
An EPP allows you to control your contributions and investments. Your company/employer can vary contributions each year to suit the financial circumstances of the business or key employees.
The benefits that you take at retirement can include a once-off lump sum (within certain limits) and one of the following
The EPP may be invested in particular securities, such as stocks or bonds, which can fall in value at any time due to the value in global stock markets. There is no guarantee that the EPP will meet its objectives of providing for your longer term income needs.
We provide clients with a wide range of personalised pension structures, all of which offer a range of flexible investment options. There are risks associated with pensions, and you should contact a financial advisor for advice to ensure that you choose a pension product that is right for you.
Davy acts as Pensioneer Trustee to EPPs.
At Davy we know what it takes to build and manage wealth, and what it takes to preserve it. Let us help you plot your course. Talk to a Davy Portfolio Manager about developing your financial plan today.