A perfect storm for the future of dealing - Davies

A perfect storm for the future of dealing

A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.

Ever-increasing demands on buy-side dealing are encouraging investment firms to consider radical change. This whitepaper explores why outsourcing is one of the solutions being more widely implemented.

 

  • This field is for validation purposes and should be left unchanged.

About the author

Tina Wilkinson

Partner

Asset & Wealth Management

Tina Wilkinson is a Partner in the Asset and Wealth Management industry at Davies, with over 40 years of experience in financial services. She advises leading global asset managers on growth strategies, operational efficiency, and digital transformation, helping firms navigate complex challenges with clarity and confidence.

Explore more white papers

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation

M&A Risk in the UK Wealth Management Market III

The biggest challenge: delivering the business case.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Risk & Compliance Technology & Data

Purposeful Digitisation: The journey to Wealth Management 4.0

This paper outlines the need for purposeful digitisation where technology is used not just to cut costs, but to enhance client experience, improve efficiency, and unlock new value.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Technology & Data

The Future of Operating Models in Asset Management

Download our report with Amundi Technology to dive deeper into what's shaping the future of operating models in asset management.