We offer a world of investment opportunity, including multi-asset portfolios, direct equities, thematic investments, real estate and private equity.
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Investing is central to our heritage. We have been safeguarding and growing clients’ assets for almost 100 years.
We work in partnership with you to choose investments aligned with your risk tolerance and goals. Our specialist investment team partners with leading global investment managers across a range of assets, including equities, bonds, alternatives, private equity and property. You choose the level of investment support best suited to your personal situation, ranging from discretionary portfolios where we manage your portfolio to advisory portfolios where you make the decisions with our advice. We also offer self-directed trading through our Davy Select platform.
Multi-asset investments managed by Davy experts
Our discretionary offering aims to deliver consistent returns through the cycle by investing in a diversified range of assets, including equities, bonds, alternatives and cash. We offer three primary portfolios across distinct risk profiles, with implementation options to suit your individual cost, tax and sustainability preferences.
Our investment philosophy, disciplined investment process and risk governance underpin the top-quartile performance of our discretionary portfolios.
Investment opportunities advised by Davy experts
Our advisory offering is designed for investors seeking more direct control over the management of their wealth, with our specialists providing you with access to best-in-class investment opportunities across direct equities, bonds, private equity funds and property.
Whether you’re an experienced investor or beginning your investing journey, we can support you in choosing the opportunities best suited for you.
Inflation proofing your cash reserves
The primary risk for long-term investors has always been inflation. In a changing interest rate environment, and as central banks seek to balance inflation and economic growth, doing nothing with your cash reserves may mean you face declining value in real terms.
We offer clients a diverse suite of low-risk solutions, striking a balance across risk, return and accessibility. Our solutions include deposit accounts, money market funds and bonds.
1 July, 2024
16 May, 2024
8 June, 2024
Warning: The value of your investment may go down as well as up. If you invest in this product you may lose some or all of the money you invest.
