The Davy Group
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.
- Company typePrivate
- Founded1926
- HeadquartersDublin, Ireland
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
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.
The Davy Group firmographics
Firmographics- 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
The Davy Group industry classification
Industry- 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
Where The Davy Group is headquartered
LocationHeadquarters
- HQ city
- Dublin
- HQ country
- Ireland
- HQ region
- Europe
Offices5 records
Markets served
The Davy Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales, Others
Revenue model
- 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.
- 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.
- Trading and Execution: Commissions and fees from equity sales, execution and trading services, and fixed income operations.
- Institutional Consulting: Fees from providing investment advisory services to institutional clients including credit unions, charities, endowments, foundations, and corporate institutions.
- Davy Select Platform: Self-directed investment platform providing execution-only services to retail investors with associated account fees and charges.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Davy Discretionary & Advisory Fees |
| Subscription | Annual | Davy Financial Advice Service |
| Subscription | Monthly | Davy Select Account |
Go-to-market motion2 records
Distribution channels5 records
Marketing channels6 records
The Davy Group product offering
Product offeringCore 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
Companies that use The Davy Group
Customer profileNamed customers6 records
Segments6 records
Ideal customer profiles5 records
The Davy Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Davy Group partnerships and signals
Strategic signalScale indicators6 records
Recent moves11 records
Expansion highlights6 records
The Davy Group competitors and assessment
Company assessmentMarket position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key highlights8 records
Customer concentration
The Davy Group social profiles
Digital presenceThe Davy Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Davy Group leadership team
Management profileNumber of profiles
Profiles10 records
The Davy Group subsidiaries and ownership
Company hierarchySubsidiaries3 records
The Davy Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Davy Group M&A and investment
M&A and investmentM&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
What does The Davy Group do?
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.
Is The Davy Group a public or private company?
The Davy Group is a private company. It is classified as corporate owned and is currently operating.
When was The Davy Group founded?
The Davy Group was founded in 1926. It employs 501 to 1,000 people.
Where is The Davy Group based?
The Davy Group is headquartered in Dublin, Ireland, in the Europe region.
How does The Davy Group make money?
Five revenue lines are on record. Wealth Management Advisory Fees are the primary driver. The others are capital Markets and Corporate Finance, trading and Execution, institutional Consulting and davy Select Platform.
Does The Davy Group have an API?
No public API is recorded for The Davy Group.
What industry is The Davy Group in?
The Davy Group's product category is Wealth Management and Investment Banking. Its primary akta.pro industry code is FSABADAD, Private Banking Advisory & Discretionary Portfolio Management, with a secondary code of FSAAABAD, Advisory Portfolio Management (Non-Discretionary). Its NAICS code is 523940 and its SIC code is 6282.