Why Davy It's not just business. It's personal.
Whether you are a private individual, a business owner or an executive, at Davy our purpose is to deliver world-class outcomes for you.
We put our expertise and experience to work for you
As Ireland’s leading wealth manager, we have practical experience dealing with the real-life challenges and opportunities that managing wealth brings. Your adviser will be an experienced and qualified financial planning and investment professional, supported by a team of technical specialists with expertise spanning global investment markets, tax planning and wealth structuring, pensions and bespoke portfolio management.
Financial Planning We provide you with a financial plan that is focused on your goals
We pride ourselves on putting the client at the heart of everything we do. We work to understand what is important to you and create a financial plan and investment strategy to help you achieve your goals. Your goals and objectives will be at the centre of how your adviser and the broader Davy team deliver for you.
We aim to deliver world-class investment outcomes for you
We offer investment management underpinned by deep expertise, a robust process and access to a comprehensive range of solutions including some of the world's leading investment managers. Our personalised portfolio management service takes account of your financial circumstances and your investment preferences. We understand that it is returns after tax, after inflation and after costs that matter most to you.
We bring you peace of mind
We know how important your financial assets are to you. For over 90 years we have been safeguarding our clients’ assets, in many cases as they’ve been handed from one generation to the next. You can have confidence that your assets and your personal data are safe with us.
Over 90 yearsin business
More than 680experienced employees
£12bn+ assetsunder management
95% trustrating from clients*
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 2019. Source: The Voice of the Client survey was conducted between June and July 2018 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.