Investment advisory service

Having serviced credit unions for over 20 years, Davy has a comprehensive understanding of the unique requirements of credit union investors. Our Investment Managers have long standing relationships with both small and large credit unions across Ireland. They are available to provide investment advice and assistance in relation to regulatory and market developments.

In an environment where there is an increasing regulatory focus on fitness and probity, Davy can provide valuable training and development on a range of investment topics to key credit union personnel.

Davy provides comprehensive monthly valuations which include automated prudential returns and guidance note analyses. In addition, a detailed income forecast report is offered which represents a core requirement of a credit union's strategic plan.

Our team includes Investment Analysts who specifically focus on providing quality research on important regulatory changes and delivering expert advice on issues of major importance such as the Credit Union Act 1997 (Regulatory Requirements) (Amendment) Regulations 2018 and Markets in Financial Instruments Directive (MiFID II).

A team of 10 experienced professionals are dedicated to servicing our credit union clients while ensuring that our service constantly evolves to meet changing needs. Our team can leverage off the resources, knowledge and strategic relationships of the Davy Group, which employs over 700 people. 

Advisory services may not be suitable for all investors. Some would prefer to manage their own portfolio without advice and may prefer an Execution-Only service.

An annual management fee, if applicable, will be agreed based on your Credit Union's individual requirements. Our standard fees and charges are listed in the Fees & Charges Schedule.