Investment

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Creating An Investment Portfolio That Is Right For You

We will work with you to agree your financial goals, risk preferences and retirement strategy. We will then develop a portfolio that is right for you. Our unique approach to investment management is centred around structuring your portfolio as a whole, before identifying the most appropriate investments from around the world. 
 
Your investment portfolio can be:
  • Customised to you - designed to help meet your objectives
  • Global - your portfolio is invested internationally
  • Diversified - your portfolio is diversified across asset classes, investment managers and sectors
  • Flexible - your portfolio is structured to be reactive to economic / market conditions and changes in personal circumstances
  • Tax efficient - your portfolio seeks to maximise after tax returns

Managing Your Investments

Our team of experienced investment specialists can ensure your portfolio is spread across various asset classes in proportions that they believe are the best suited to help achieve your objectives. Diversification is a key part of our investment philosophy and we build globally diversified portfolios across a wide range of asset classes.
 

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Warning: The value of your investment may go down as well as up

Getting Started

How does Davy construct and implement investment portfolios?

Would you invest 100% of the portfolio immediately?

How would you get exposure to all of these asset classes?

Are all of these investments Davy managed?

Once the portfolio is invested does it remain the same for the duration of the plan?

contact our pension planning team for a no-obligation consultation

Start Now

Need Help? Call us on 1800 123 123

Contact Us

Warning: The information contained herein does not purport to be comprehensive, all inclusive or to contain all the information that a prospective investor might reasonably require in considering pension products. It is strictly for information purposes only and must be read in conjunction with the product brochures. This information does not constitute advice or a recommendation in any way. It does not take into account the knowledge and experience, investment objectives or financial situation of any particular person. The information contained herein is based on our understanding of current Irish tax legislation and Revenue guidelines. Prospective investors are advised to make their own independent commercial assessment of the information contained and obtain independent professional advice (including inter alia legal, financial and tax advice) suitable to their own individual circumstances, before making an investment decision, and only make such decisions on the basis of their own objectives, experience and resources.

J&E Davy, trading as Davy, is regulated by the Central Bank of Ireland. Davy is a member of the Irish Stock Exchange, the London Stock Exchange and Euronext. For branches in the UK, Davy is authorised by the Central Bank of Ireland and subject to limited regulation by the Financial Services Authority. Details about the extent of our regulation by the Financial Services Authority are available from us on request.

Davy acts as Pensioneer Trustee to Self-Administered Schemes. Davy is a PRSA provider and a Qualified Fund Manager to ARFs.

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