We advise organisations on the best use of financial resources to successfully achieve their unique strategic goals.
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At Davy, we work closely with the executives, trustees and directors of corporates, institutions, and charities and non-profits, managing risk and investing appropriately to ensure strategic objectives can be met.
Our mission is to assist the institutions and entities we work with to be reliable providers of services to their stakeholders through a rigorous financial planning and investment advisory process.
By developing a plan tailored specifically to achieving your goals, we can assist your organisation in moving towards the future with greater financial security.
Our goal is simple: we are committed to delivering superior investment returns while protecting your existing assets by harnessing the energy, talent and experience of our people.
Our specialist team advise a wide range of Irish charities and non-profit entities, religious organisations, cultural and educational institutions, sporting bodies, corporates, public bodies and state-sponsored organisations. We are also the largest adviser to the credit union sector in Ireland and have a dedicated specialist team serving those clients.
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At Davy, we have applied our investment expertise and experience for almost a century to help our clients achieve their investment goals. As our clients' objectives have developed and expanded over the years, our services have evolved beyond investment management to become a broader, more holistic investment consulting service offering.
Director
Head of Institutional Consulting
Director of Charities, Endowments & Foundations
Institutional Consulting
Business Unit Director
Associate Director
Senior Associate
10 March, 2024
26 July, 2024
8 July, 2019
Warning: The value of your investment may go down as well as up.
