Unio Wealth Management was formed in 2022 through the integration of Davy Private Clients, Davy's UK wealth management business, and Elian, an independent financial planning firm. Backed by Bank of Ireland, Unio is one of Ireland's largest wealth management companies, focused on providing personalised financial advice and investment solutions. The company's mission is to help clients achieve their financial goals through services including investment management, retirement planning, and wealth preservation for individuals, families, and charities in Ireland and the UK.

Founded in

Ireland