Wealth Management Getting started
For over 90 years Davy have helped our clients to manage their wealth. It all begins with a simple, no obligation conversation.
Who we work with
We serve private individuals and their families to help them manage their wealth in line with their needs and through the various stages of their life.
We work with entrepreneurs and family businesses to help them to translate their business success into personal financial success.
We work with busy professionals and executives to help them to manage their financial affairs efficiently as they progress through their careers.
We work with a wide range of institutions including Charities & Not-For-Profit Entities, Religious organisations, and Hospitals, Co-ops, Educational, Sports and Arts institutions. We provide advice, creating frameworks that enable them to best manage their financial assets.
Our Financial Advice Service provides once-off personalised advice and can recommend solutions to meet your investment needs.
Have a question?
Over 90 yearsin business
More than 680experienced employees
£12bn+ assetsunder management
93% trustrating from clients*
Our wealth management service may include guidance or information in relation to your pension, retirement needs, life assurance, income policies, other investments, or succession planning. 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. Wealth management & financial planning may include general guidance or information on tax and estate planning. Please note we do 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 2018. The ‘Voice of the Client’ survey was conducted in 2017 with a large representative sample of the Davy Group Private Client base.
We search the globe to identify world-class investment managers across a range of assets including equities, bonds, alternative investments, private equity and property for our clients’ portfolios.