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Investing

Solutions, advice and tools for successful investing

Investing is our DNA. Whatever your investment objectives, our dedicated wealth advisers can introduce you to a world of opportunity curated by the Davy investment team.

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A world of investment opportunity

The Davy investment team partners with leading global investment managers across a range of assets including equities, bonds, alternatives, and property. Our process combines structure with creativity to help deliver on your financial goals.

Solutions for all investor types

We have solutions for all investor types and risk appetite, including discretionary offerings where we manage your investment and, advisory services where you make the decisions advised by us. Whatever support you need, we can help.

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Personalised investment strategy

Your dedicated adviser will work with you to develop a personalised investment strategy, aligned with your life goals and informed by tax and cost considerations.

Our wealth allocation framework ensures priority is given to safeguarding the capital you need for day-to-day living and retirement, followed by investments aimed at enhancing your current lifestyle and/ or enlarging your estate.

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Responsible investing

We believe that the future is worth investing in. We have been managing responsible investment portfolios for over a decade and we consider environmental, social, and governance (ESG) factors as part of our investment analysis where relevant.

We are a signatory to the United Nations Principles for Responsible investing.

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Strong track record

We have been safeguarding and growing clients’ assets for 100 years. Our managed portfolios consistently deliver top quartile performance versus peers, and we have the talent skills and solutions to help all investor types achieve their unique investment objectives.

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Members of your Davy team

Our advisory offering

Single stock portfolios
Thematic investments
Private equity
Structured products

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.

Security centre

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. 

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.

All data correct as at November 2025. The ‘Voice of the Client’ survey was conducted in 2025 with a large representative sample of the Davy UK base.