Strategic partnerships Davy recently expanded its collaboration footprint with government and academia, signaling openness to new corporate finance partnerships and educational sponsorships that could extend to client services or joint ventures with institutional clients.

Institutional growth Recent wins and leadership hires in global equities and relationships with national entities indicate a momentum in expanding institutional capabilities, suggesting opportunities to cross-sell custody, research, and capital markets solutions.

Tech enablement Davy’s tech stack includes modern tools for operations and development; positioning a tailored tech-enabled advisory or integration service (e.g., workflow automation, data analytics, client portals) could improve efficiency for high-net-worth, SME, and institutional clients.

Asset expansion Activity in real estate acquisitions and a diversified product suite imply potential for expanded asset management, advisory, and private markets offerings, including listed and alternative investments that align with Davy’s client base.

Sustainability play As a long-standing Irish wealth and capital house with a focus on client success and legacy, there is an opportunity to package ESG-friendly advisory, sustainable product ranges, and responsible investment solutions for high-net-worth and institutional clients.