Enter search term Search LOGIN WEALTH MANAGEMENT WHY DAVY INSIGHTS CONTACT US LET'S TALK WEALTH MANAGEMENT We talk about life first, finances second. Wealth management is different for everyone. We each have our own unique financial goals that are personal to us. That’s why at Davy we make it our approach to develop a close relationship with our clients. Welcome to Davy Investment and financial advice is at the heart of what we do across the Davy group and has been for over 90 years. Whether you are a private individual, a business owner or an executive, our purpose is to deliver world-class outcomes for you. MARKETS & INSIGHTS Our Latest Insights 25 November, 2021 Reserve Planning for Charities in 2022 News Investment Inflation Northern Ireland Not-for-profit 5 November, 2021 Bond Yields: The Risk You Can’t See Investment Asset Classes Bonds UK 18 August, 2021 Davy UK celebrates 5 years with Queen's University Student Managed Fund News Northern Ireland Read more insights Previous £12bn+ assets under management 99% trust rating from clients* 95% overall satisfaction* Over 90 years in business More than 800 experienced employees Next Source: *Voice of the Client Survey October 2020 We’re ready to help you plan for a better future. Your financial future starts with a conversation. Contact us 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 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 2020. Source: The Voice of the Client survey was conducted in October 2019 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. BUSINESS AREAS Wealth Management UK Wealth Management ROI DAVY GROUP About Us Contact Us Careers Sitemap RESOURCES Share prices Fees and Charges Davy fund documents Useful forms Online Account Help Fraud and Identity Protection DISCLOSURES Legal Privacy Notice Cookie Notice Complaints Procedure Modern Slavery Statement Cookies Settings J & E Davy Unlimited Company, Davy Global Fund Management Limited, Davy Global Fund Management Luxembourg S.A., J & E Davy (UK) Limited, Davy Corporate Finance Unlimited Company, Advance Fund Management Limited and Davy Securities Unlimited Company are part of the Davy Group of companies. J & E Davy Unlimited Company, trading as Davy, Davy Private Clients, Davy Capital Markets, Davy Select, Davy Institutional Consulting, Davy Real Estate and Davy Research, is regulated by the Central Bank of Ireland. In the UK, J & E Davy Unlimited Company, trading as Davy, Davy Private Clients, Davy Capital Markets and Davy Research, is authorised by the Financial Conduct Authority and with deemed variation of permission. Subject to regulation by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. Davy Global Fund Management Limited, trading as Davy Global Fund Management, is regulated by the Central Bank of Ireland. In the UK, Davy Global Fund Management Limited, trading as Davy Global Fund Management, is deemed authorised and regulated by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. In Luxembourg, Davy Global Fund Management Limited is authorised by the Central Bank of Ireland and is subject to limited regulation by the Commission de Surveillance du Secteur Financier. Details about the extent of our authorisation and regulation by the Financial Conduct Authority and Commission de Surveillance du Secteur Financier are available from us upon request. Davy Global Fund Management Luxembourg S.A. (‘the Company’) is registered with the RCS under no. B124965 with the registered office at 1, rue Hildegard von Bingen, L-1282 Luxembourg, G.D. Luxembourg. The Company is supervised by the CSSF as a Management Company authorised under Chapter 15 of the Law of 17 December 2010 with number S00000727 and an Alternative Investment Fund Manager according to the Law of 12 July 2013 with number A00000148. Davy Private Clients UK and Davy UK are the trading names of J & E Davy (UK) Limited. J & E Davy (UK) Limited is authorised and regulated by the Financial Conduct Authority. Davy Corporate Finance Unlimited Company is regulated by the Central Bank of Ireland. In the UK, Davy Corporate Finance Unlimited Company is deemed authorised and regulated by the Financial Conduct Authority. Details of the Temporary Permissions Regime, which allows EEA-based firms to operate in the UK for a limited period while seeking full authorisation, are available on the Financial Conduct Authority’s website. Advance Fund Management Limited is regulated by the Central Bank of Ireland. Davy Securities Unlimited Company is regulated by the Central Bank of Ireland. Davy Securities Unlimited Company is a member of FINRA and SIPC. Davy © 2021 We use cookies to save your settings and preferences, to analyse our traffic, to provide social media features, and to personalise content and ads which might be of interest to you. We also share information about usage of our site with our social media, advertising and analytics partners. To find out more about the cookies we use or to opt out of our first-party analytics, visit our Cookie Notice. To learn more about how we use your data, visit our Privacy Notice. You can manage your cookie preferences by clicking ‘Cookies Settings’.By clicking ‘Accept Cookies’ you agree to the use of all cookies. To manage your cookie preferences, see ourCookie Notice Cookies Settings Reject All Accept All Cookies