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.
Explore more white papers
Asset & Wealth Management
Davies ‘Consumer Duty Market Insights’ Survey 2023
The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.
Asset & Wealth Management
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.
Asset & Wealth Management
Digital and the role of the transfer agent
Over the past year the term ‘Digital' has invaded Asset Management terminology without a clear definition of what it is and what it means. What is digital and is it the end of the traditional role of the transfer agent? Download our white paper to learn more