Investing

Investment opportunities

We offer a world of investment opportunity, including multi-asset portfolios, direct equities, thematic investments and private equity.

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Investment opportunities

Investing is central to our heritage. We have been safeguarding and growing clients’ assets for 100 years.

We work in partnership with you to choose investments aligned with your risk tolerance and goals. Our specialist investment team partners with leading global investment managers across a range of assets, including equities, bonds, alternatives and property. You choose the level of investment support best suited to your personal situation, ranging from discretionary portfolios where we manage your portfolio to advisory portfolios where you make the decisions with our advice.

Discretionary portfolios

Multi-asset investments managed by Davy experts

Our discretionary offering aims to deliver consistent returns through the cycle by investing in a diversified range of assets, including equities, bonds, alternatives and cash.

Our investment philosophy, disciplined investment process and risk governance underpin the top-quartile performance of our discretionary portfolios.

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Advisory portfolios

Investment opportunities advised by Davy experts

Our advisory offering is designed for investors seeking more direct control over the management of their wealth, with our specialists providing you with access to best-in-class investment opportunities across direct equities, bonds and property.

Whether you’re an experienced investor or beginning your investing journey, we can support you in choosing the opportunities best suited for you.

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Cash solutions

Inflation proofing your cash reserves

The primary risk for long-term investors has always been inflation. In a changing interest rate environment, and as central banks seek to balance inflation and economic growth, doing nothing with your cash reserves may mean you face declining value in real terms.

We offer clients a diverse suite of low-risk solutions, striking a balance across risk, return and accessibility. Our solutions include deposit accounts, money market funds and bonds.

Investing cash solutions, image of red and white light house

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.

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