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An investment strategy for you

Our team of investment experts can help you build an investment strategy to meet your goals.

How can we help you

Access to a world of investment opportunities

There is a world of investment opportunities, we can bring them to you. We provide access to a comprehensive range of investment solutions including some of the world's leading investment managers.

Advice that is underpinned by deep expertise

Our investment management and advice are underpinned by deep expertise and a robust process. We understand that it is returns after tax, after inflation and after costs that matter most to you. 

Personalised investment strategy focused on success

We provide you with a personalised investment strategy and a dedicated adviser to guide you. Your adviser will help you take advantage of opportunities, navigate risks and stay focused on achieving investment success.

Multi-Asset Portfolios

Our core investment offering consists of well diversified multi-asset portfolios that use a range of different assets – equities, bonds, alternatives – aiming to deliver consistent investment returns over the investment cycle.

Single Stock Portfolios

Our equity team manage a number of stock lists for our clients. Our main portfolios contain up to 25 stocks with our views represented through broad geographic and sector diversification.

business people in meeting room with reflection of the city

Private Equity, Capital Markets and Property

We offer our clients access to a range of private market transactions ranging from private equity investments with some of the leading Private Equity managers in the world, to ad-hoc capital market transactions such as Initial Public Offering’s (IPOs). We also provide clients access to opportunities in the property market through a range of real estate funds with Irish and international exposure.

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Some questions you might have

Your investments will be founded on a disciplined and robust investment process backed by a dedicated team of investment experts. We always aim to deliver superior investment returns. 

You can choose from a broad range of innovative solutions. We help guide you in choosing investments suitable for you to help meet your goals. We search the globe to identify world-class investment managers across a range of assets including equities, bonds, alternative investments, private equity and property. We also offer a range of multi-asset funds combining these asset classes. 

Davy UK offers the following Services:

  • Wealth Management:  Integrated Financial Planning and investment management - a discretionary service where we professionally manage your portfolio; and
  • Financial Planning:  An advisory service where you manage your portfolio coupled with our advice.

There are no guarantees with investing but we ensure you fully understand your investment options. We assess your risk tolerance through our conversations with you and also scientfically through a questionnaire. This allows us to recommend an investment strategy which is both suitable and appropriate for you. 

Warning:  The value of investments and of any income derived from them may go down as well as up.  You may not get back all of your original investment.  Returns on investments may increase or decrease as a result of currency fluctuations.

This varies depending on the types of services and investments. Our charges are fully transparent and we explain our fees and charges in relation to investments directly in our meetings and provide an annual costs and charges summary to our clients. 


Have a question?

Get in touch

Let's start the conversation.

contact us quotation markWhen I first speak with a client it's about listening and understanding how we can help. Every person is unique, the most important thing you can do is take the first step and start the conversation.

Chris Power
Head of UK Wealth

Call or email us today for a no obligation conversation.


Chris Power

Our Latest Insights

Source: *NI Voice of Client Survey 2023

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

Your financial future starts with a conversation.

Contact us