The Davy Group

What The Davy Group does

The Davy Group (legal entity: J & E Davy Unlimited Company) is Ireland's leading provider of wealth management and capital markets services, founded in 1926 and operating as a wholly-owned subsidiary of Bank of Ireland since 2022. The firm manages in excess of €24 billion in assets under management, employs approximately 900 staff across five offices in Dublin (headquarters), Cork, Galway, Belfast, and London, and is the largest wealth manager in Northern Ireland. Davy serves HNW individuals and families, corporate clients, credit unions, charities and endowments, and self-directed retail investors through an integrated advisory and capital markets platform regulated by the Central Bank of Ireland, the UK FCA, and FINRA/SIPC in the US.

The firm operates two core business lines — Wealth Management and Capital Markets — alongside a self-directed retail platform (Davy Select) and a suite of responsible investing products (Davy Social Focus Funds) and pension structures (Davy Master Trust). Revenue is generated from a mix of recurring advisory and discretionary fees on AUM, transaction-based commissions from trading and execution, project-based corporate finance and M&A advisory fees, and institutional consulting fees. The go-to-market is primarily relationship-led through private client advisers, complemented by a capital markets team targeting Irish and UK corporates, and a digital self-serve channel for retail. Underlying technology is built on third-party fund management and investment platforms, with proprietary value concentrated in adviser relationships, regulatory licensing, the Davy Research franchise, and the 100-year brand. Bank of Ireland ownership provides capital, distribution, and cross-sell synergies that company sources describe as having driven "exceptional growth" in the wealth business post-2022.

Name

The Davy Group

Legal name

J & E Davy Unlimited Company

Website

https://davy.ie

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

501–1,000 employees

Short description

The Davy Group is Ireland's leading wealth management and capital markets firm, managing €24bn+ in AUM for HNW individuals, families, corporates, and institutional clients across Ireland and the UK through five offices and 900 staff; wholly owned by Bank of Ireland since 2022.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Banking

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (525920), Other Financial Investment Activities (5239), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Asset-Backed Securities (6189)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), Corporate Trust Services (Trustee, Agent & Escrow Roles) (FSAEAKAB), Portfolio Valuation (PE/VC funds, LP reporting) (FSAEAHAH), Corporate & Institutional Trust Services (FSAAANAB)

Keywords

• Wealth management services
• Investment banking advisory
• Capital markets brokerage
• Corporate finance advisory
• Self-directed investing platform

Headquarters

HQ city

Dublin

HQ country

Ireland

HQ region

Europe

Offices5 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Wealth Management Advisory Fees: Fees charged for financial planning, investment advisory, and wealth management services provided to private clients, including portfolio management and financial planning advice.
2. Capital Markets and Corporate Finance: Revenue from corporate finance advisory, mergers and acquisitions advisory, debt advisory, equity capital markets, and corporate broking services for corporate clients.
3. Trading and Execution: Commissions and fees from equity sales, execution and trading services, and fixed income operations.
4. Institutional Consulting: Fees from providing investment advisory services to institutional clients including credit unions, charities, endowments, foundations, and corporate institutions.
5. Davy Select Platform: Self-directed investment platform providing execution-only services to retail investors with associated account fees and charges.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels6 records

Core offering

The Davy Group provides integrated wealth management and investment banking services to individuals, families, businesses, and institutional clients across Ireland and the UK. Its wealth management offering spans financial planning, investment management, retirement and pension planning, inheritance and succession planning, and responsible investing, supported by a self-directed platform (Davy Select) and proprietary funds. Its capital markets offering covers corporate finance advisory, mergers and acquisitions, debt advisory, equity capital markets, corporate broking, equity sales and trading, fixed income, equity research, and sustainable finance.

Product overview

The Davy Group operates as Ireland's leading provider of wealth management and investment banking services, offering a comprehensive suite of financial products and services. The core offering consists of Wealth Management (encompassing financial planning, investing, retirement planning, and inheritance planning) and Capital Markets (including corporate finance, M&A, debt advisory, equity services, fixed income, and sustainable finance). The company also provides specialized platforms and services including Davy Select (self-directed investing), Davy Social Focus Funds (responsible investment funds), Credit Union Services, Institutional Consulting, Davy Research, Davy Master Trust (pension solutions), and Corporate Finance advisory. These products and services are designed to serve individuals, families, businesses, and institutional clients across Ireland and the UK.

Differentiator

Problem solved

Functional benefit

Brands

• Davy Select: Self-directed investment platform for retail investors in Ireland
• Davy Social Focus Funds
• Davy Master Trust
• Everyday Business Podcast

Products and services

• Wealth Management Comprehensive wealth management services including financial planning, investment management, retirement planning, inheritance planning, sustainable investing, and wealth and business succession planning for individuals, families, and business owners in Ireland and the UK.
• Capital Markets Investment banking services encompassing corporate finance, mergers and acquisitions advisory, debt advisory solutions, equity capital markets and corporate broking, equity sales and execution, equity research, fixed income, and sustainable finance for corporate and institutional clients.
• Davy Select Self-directed online investment platform providing execution-only share trading and account services to retail investors in Ireland, with access to Irish, UK, and US markets and published monthly account fees and charges.
• Davy Social Focus Funds Responsible investment fund solutions including Davy Social Focus Moderate Growth Fund, Davy Social Focus Cautious Growth Fund, and Davy Social Focus Long Term Growth Fund for clients seeking values-aligned investment outcomes.
• Credit Union Services Investment advisory and execution-only services tailored for credit unions, including investment advisory, execution-only trading, and a regular newsletter for the credit union sector.
• Institutional Consulting Services Consulting services for charities, non-profits, corporates, and institutions on investment strategy, responsible investing, and portfolio management, including charities/non-profits, corporates and institutions, and ESG integration.
• Davy Research Equity research services providing analysis, market insights, and investment commentary across sectors and markets, distributed to clients and available through the Davy Research login.
• Davy Master Trust Master trust pension structure for business owners and executives providing both advisory and self-directed options for retirement planning.
• Corporate Finance Advisory Advisory services for corporate finance transactions including mergers and acquisitions advisory, valuations, and transaction support for corporate clients.
• Probate Services Probate and estate administration services supporting clients managing inheritance and estate matters alongside Davy's wealth and inheritance planning offering.
• Employee Share Option Plan (ESOP) Services related to the design, administration, and execution of Employee Share Option Plans for corporate clients and their employees.

Quantifiable outcome

• Over €24 billion in assets under management
• +3 more outcomes

Named customers6 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators6 records

Recent moves11 records

Expansion highlights6 records

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key highlights8 records

Customer concentration

• Xx.com/davygroup
• Facebookfacebook.com/davygroup

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments2 records

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Davy Group