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Why Davy : Mature man in white t shirt

Wealth Management

We talk about life first, finances second.

Wealth management is different for everyone. We each have our own unique financial goals that are personal to us. That’s why at Davy our purpose is to deliver world-class outcomes for you.

Welcome to Davy

Investment and financial advice is at the heart of what we do across the Davy group and has been for over 90 years. Whether you are a private individual, a business owner or an executive, our purpose is to deliver world-class outcomes for you.

Completion of sale to Bank of Ireland

We are very pleased to announce the completion of the sale of Davy to the Bank of Ireland Group. We believe the sale to our new long-term strategic owners is a very positive outcome, presenting significant opportunities for our clients and our people.

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Completion of the sale of Davy to Bank of Ireland photo of Bernard Byrne and Francesca McDonagh
Goals-based planning

By taking a step back to consider and set financial goals, you can better understand the decisions, actions, and trade-offs you need to make in order to achieve them. To put it another way, life’s much better with a plan.

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Our Latest Insights

Source: *Voice of the Client Survey Q4 2021

We’re ready to help you plan for a better future.

Your financial future starts with a conversation.

Contact us