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 we make it our approach to develop a close relationship with our clients.
Davy to be acquired by long-term strategic owners
We are pleased to announce an agreement that will see Davy’s Wealth Management, Capital Markets and associated businesses being acquired by long-term strategic owners, Bank of Ireland. The agreement remains subject to regulatory and other customary approvals.
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.
Children’s Cancer Unit Charity
In the month of July 2020, the Davy UK staff set themselves a target to run, walk or skip 7 million steps to raise much needed funds for our charity partner, the CCUC. This has been a difficult time for the charitable sector and the CCUC continue to support families in Northern Ireland affected by childhood cancer, and we continue to support them. 36 staff members came together and walked over 12 million steps which is around 6,155 miles! The team also raised over £10,000 for the CCUC.
The CCUC depend on donations to provide the very best care for their young patients and their families. If you wish to support the Step Challenge and invest in the Children’s Cancer Unit there is still time and your donation would be greatly welcomed! Please follow this link to go to our JustGiving Page.
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.
Our Latest Insights
How can we help you today?
95%overall satisfaction*
Over 90 yearsin business
More than 800experienced employees
£12bn+ assetsunder management
99% trustrating from clients*
We’re ready to help you plan for a better future.
Your financial future starts with a conversation.
Keeping you safe
Keeping you safe
Incidents of fraud and cybercrime are increasing with scams becoming more sophisticated and harder to identify. Fraudsters are continuously coming up with new ways to try to illegally access personal and financial information, often by convincing people that they are dealing with a company they know. Visit our security centre to learn more about the types of scams to be aware of, what to do if you’re the victim of fraud and ways to protect yourself.
Information on this website is not investment advice as it does not take into account the investment objectives, knowledge and experience or financial situation of any particular person. Prospective investors should make their own assessment of the information and obtain advice suitable to their own individual circumstances. Please note that Davy does not provide tax or legal advice, nor accept liability for it. We recommend that you consider seeking tax and legal advice from professionals, with whom we are happy to engage.
All data correct as at January 2020. Source: The Voice of the Client survey was conducted in October 2019 with a large representative sample of the Davy Private Client UK base. W5, an independent consultant in the financial services industry, carried out the survey and independently analysed results.