Stakeholder Briefing – 26th August

The PMI are delighted to collaborate with Davys for a Stakeholder Briefing which will take place on August 26th at their offices on Dawson Street. During the talk, we’ll discuss the effect the US trade policies and tariffs are having on the global market and the potential impact on the Irish pharma market.
Currently, most Irish exports to the US now have tariffs of 10%. But there are significant exceptions including Ireland’s pharmaceuticals sector and computer chip manufacturers. While the government are working to ensure that including life-sciences are protected from tariffs Minister for Enterprise, Tourism and Employment Peter Burke has recently said that he is “hopeful rather than confident” that a deal on tariffs can be reached between the US and European Union by 9th July. Understanding the tariff impact on both the pharma industry and indeed global markets will be crucial for all of us.
Paul will share Davy’s outlook on global financial markets, including the impact of geopolitical risks and continuing shifts in U.S. trade policy, he’ll be joined by a speaker from the pharma industry who will be confirmed shortly.
Date: Tuesday 26th August
Time: 8.15am for 8.30am start
Venue: Davy House, 49 Dawson Street, Dublin 2
Speaker:
Paul Nicholson CFA – Head of Investment Strategy – Davys
Paul joined Davy in Ireland as Head of Investment Strategy in 2023. Paul has over 20 years of experience in asset management, leading investment teams globally, across a range of Multi-Asset, Fixed Income, Equity, Loans and Private strategies. Previously, Paul led the fixed income team at Queensland Investment Corporation, working in both London and Brisbane. Prior to this, Paul was the Head of Absolute Return Bond Strategy at Vontobel Asset Management in Zurich, Switzerland.
Paul started his career in London, managing fixed income absolute return bond funds at HSBC Investment Management, and later with Nomura Asset Management as a financial analyst & fixed income portfolio manager. In 2006, Paul moved to Hong Kong, where he managed multi-asset class portfolios for SAIL Advisors Ltd, and later became a founding member of Synergy Fund Management Group in Hong Kong.
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Proudly supported by:
With over 90 years in business and more than €30 billion in assets under management, Davy provides bespoke wealth management services to high-net-worth individuals, business owners, and institutions. Within its Private Clients division, Davy has a dedicated team of advisors focused on supporting leaders and executives in the pharmaceutical industry. This team offers strategic advice to help optimise retirement outcomes, plan for early retirement, and navigate the evolving pension landscape.
Pharmaceutical executives often face unique financial challenges—such as managing equity-based compensation, addressing cross-border tax complexities, and aligning long-term pension strategies. Davy’s holistic, goal-based investment approach empowers these individuals to make informed decisions, manage investment risk, and align their financial strategies with both personal and professional ambitions.
Please note that by registering for this event you agree to share your name and company details with the organisers and the event sponsor.
