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Davy Private Clients UK Case Study

Davy Private Clients UK Case Study

Davy Private Clients UK Case Study

Davy Group is Ireland’s largest stockbroker, wealth manager, asset manager and financial advisor and has offices in Dublin, Belfast, Cork, Galway and London. Davy offers services to private clients, small businesses, corporations and institutional investors.

In early 2024, Davy partnered with Julie Allen Consulting to design and deliver a bespoke six-month development programme – ‘Powered by Us’.

A total of 21 team members took part. Each participant completed a Personal Profile Assessment (PPA), followed by an individual feedback session. The programme also included five tailored workshops focusing on key areas such as:

  • Teamwork and communication

  • Building resilience

  • Adapting to Change
  •  

  • High-performance team dynamics

  • Problem-solving and decision-making

The personalised nature of the programme ensured that it addressed the specific needs of the team and aligned with Davy’s business goals.

Since then, Davy has used the PPA with new Interns and other teams to help individuals better understand their work preferences, communication style and behaviour under pressure.  This has enabled these individuals to tailor their approach with colleagues to work better together.

Lasting Impact

The programme created a foundation for continuous development at Davy. The PPA tool has since been rolled out to interns and other teams, enabling individuals to:

  • Understand their own work and communication preferences
  • Recognise behavioural patterns under pressure
  • Adapt their approach to collaborate more effectively
  • Increase in team engagement,
  • Reduced attrition
  • Build on the learnings from ‘Powered by Us’.

This has led to measurable improvements in teamwork, communication, and overall performance.

Client Testimonial

“Julie Allen designed and led our ‘Powered by Us’ learning and development programme in our Belfast office, tailored specifically for our Client Service Teams. The initiative was a first of its kind for us.


Throughout the 6-month programme, we delved into a range of crucial topics customised for our audience, including personality profile assessments, resilience building, change adaptation, team performance enhancement, effective problem-solving, decision-making, and empowerment strategies.


This tailored approach has left a lasting impact on both our people and our business.” Patricia Black, HR Manager