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Wealth Management

We talk about life first, finances second.

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.

Wealth Management

We work with you to create your financial plan that's built around your life, your family and your priorities.

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Capital Markets

Our experienced bankers, research analysts and sales professionals provide corporates with distribution and access to global institutional investors.

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BE ALERT TO POTENTIAL SCAMS: Please always be vigilant & protect yourself from scamming attempts

We have become aware of potential scamming attempts using a Davy UK staff member’s details which try to trick members of the public into disclosing personal and financial information. If you are contacted by someone you don’t know who claims to be calling from Davy UK or who claims to be someone who is listed on the FCA register (opens in a new tab)as a Davy UK employee, you can call us directly on +44 2890 310 655 and ask to speak to the person who called or emailed you.

Click here (opens in a new tab) to read more about how to protect yourself from, and spot the warning signs of, a clone firm. Click here (opens in a new tab) to read more about the warning signs and how to protect yourself from scams. If you have any other concerns, please visit our online security centre.

Goals-based planning

By taking a step back to consider and set financial goals, you can better understand the decisions, actions, and trade-offs you need to make in order to achieve them. To put it another way, life’s much better with a plan.

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96%overall satisfaction*

Source: *NI Voice of Client Survey 2024

MARKETS & INSIGHTS

Our Latest Insights

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

Your financial future starts with a conversation.

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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 October 2023. The ‘Voice of the Client’ survey was conducted in 2023 with a large representative sample of the Davy UK base.