To deliver holistic client solutions
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By working with other professional partners, such as lawyers, accountants and corporate finance advisers, we can help clients address a broad range of complex challenges in managing and transitioning their wealth. Working together as a multi-disciplinary team, we provide a structured solution to our clients’ financial, tax and legal needs.
We understand the importance of trust and professionalism, evidenced in our research with 96% of Davy clients surveyed confirming their adviser is trustworthy and 94% having an overall adviser satisfaction rating.*
We offer a wide range of investment solutions, from lower-risk liquidity investments, to multi-asset portfolios, direct equity and private market investments.
Our multi-asset portfolios have delivered top quartile investment performance over five, seven and ten years when measured against international peers including UBS, Credit Suisse, Barclays and JP Morgan**.
We have relationships with world-class investment managers such as Carlyle, Apollo, Blackstone, KKR, Tiger and Oaktree that give access to a breadth of investment options and products.
We have a flexible investment platform which ensures that we can allocate to any particular strategy in line with each client's tax requirements. Whether it is a client with capital gains tax (CGT) losses, investing through a corporate or for non-domiciled Irish tax resident investors, we can build an investment portfolio that aligns with their needs. We also provide access to tax reporting for tax advisers’ clients through a dedicated online portal.
25 July, 2024
30 November, 2023
30 May, 2023
* Davy Voice of Client Research, June 2024
** Performance of the Davy Moderate Growth and Long Term Growth portfolios from 1st April 2014, 1st April 2017 and 1st April 2019 to 31st March 2024 as measured by Asset Risk Consultants (ARC)
