Davy

Ireland's largest wealth manager

Founded

1926

Parent

Bank of Ireland Group

Assets under management

€25bn+

Regulated by

Central Bank of Ireland

About Davy

J&E Davy is Ireland's largest wealth manager, founded in 1926 and owned by Bank of Ireland Group since 2022. Davy's self-directed investment platform (Davy Select) is a popular choice for execution-only investors, and its in-house funds — notably the Global Equity Passive at 0.35% AMC — offer some of the cheapest mainstream fund exposure available to Irish investors.

Strengths

Global Equity Passive at 0.35% AMC is among the cheapest index-tracking options available directly to Irish retail investors.
Davy Select platform gives self-directed access to a wide range of third-party funds, ETFs and individual securities.
Long-established brand with significant institutional presence.

Watch-outs

Platform fees on Davy Select apply on top of the fund AMC — factor these into total cost.
Investment funds are taxed under Irish exit-tax regime (41%) with the 8-year deemed-disposal rule — not the same tax treatment as pensions.

Flagship funds

Davy funds we track

Illustrative data — always consult the latest provider factsheet before making an investment decision.

Fund	Type	Risk	AMC	5yr p.a.	10yr p.a.	Size
Global Equity Passive	Investment	Risk 6/7	0.35%	+11.4%	+10.6%	€920m
Global Multi-Asset 60	Investment	Risk 4/7	0.60%	+7.6%	+7.1%	€540m

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