This second whitepaper by Niall Buggy from Davies’s Asset & Wealth Management practice explores how to avoid the information gap that all too often emerges in a deal setting.
Download it using the form below.
About the author
Niall Buggy
Partner
Asset & Wealth Management
I use my strategic and technical knowledge of operating model design, client journeys, and process optimisation to support clients.
Explore more white papers
Asset & Wealth Management
Post-pandemic strategic leadership in wealth management – how to set the right direction?
COVID-19 has had a lasting impact on every sector. No-one knows exactly what happens next. So where to start – and how to set the right direction?
Asset & Wealth Management
Wealth manager business barometer
The wealth management industry in the UK has been subject to an unprecedented level of change over the last five years. Gilly Green reports on changes affecting business operating models based on our surveys among wealth management firms and providers of outsourced services to wealth managers. Down load our white paper to learn more
Asset & Wealth Management
Davies ‘Operational Resilience Market Insights’ Survey 2023
The survey includes expert insight into firms' progress on operational resilience programs