Whether you are a private individual, a business owner or an executive, at Davy our purpose is exceptional client outcomes delivered by a world-class team.
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.
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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.
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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.
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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.
95%overall satisfaction*
Over 90 yearsin business
More than 800experienced employees
£13bn+ assetsunder management
98% trustrating from clients*
Your financial future starts with a conversation.
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 October 2023. The ‘Voice of the Client’ survey was conducted in 2023 with a large representative sample of the Davy UK base.
