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

The first paper in Davies’ M&A risk series explores the strategic and operational complexities CEOs face when acquiring firms in the UK wealth management sector.

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

Davies ‘Consumer Duty Market Insights’ Survey 2023

The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.

Industry Capital Markets
Capability Risk & Compliance Technology & Data

Corporate action risk mitigation

How to minimise risk and maximise performance in a post pandemic world