Davies has announced that the firm’s Wealth Management & Private Banking Practice has been shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category.
The practice has an outstanding track record of delivery strategic advice, business and people improvement projects for a global range of wealth managers, private banks, boutique firms and family offices, software and service providers and platform providers worldwide.
This shortlisting is the culmination of a 12 month-long submission and judging process and the award winners will be announced at an event scheduled to take place on 14 October 2020.
Gilly Green comments
“The annual WealthBriefing Awards are internationally respected as one of our industry’s stand-out marks of esteem. We’re delighted our team’s impact has been recognised in this shortlisting. As senior experts in our field, we believe we have a responsibility to contribute to the health of our industry as a whole, not least in the wake of the Woodford case and these awards play a really important role in highlighting best practice. Davies has a unique blend of technical expertise with people and organisational development skill and we helping clients to transition to new cultural and behavioural norms, as well as to embrace and embed more efficient processes.”
Gilly Green continues
“This shortlisting also comes at a very exciting time for our firm, as we are on a rapid and global growth trajectory. In the last year alone, we have appointed leading industry figures to the team, opened new Wealth Management & Private Banking offices in both Geneva and Singapore, created a new Board Effectiveness Review Framework aimed specifically at wealth managers, played a significant role in the financial crime prevention measures of a ground-breaking global credit card launch, developed a model that defines the key criteria for success in ‘transformation’ projects, collaborated with AI and machine learning specialists to create a tool that blends technology with operational and para-legal support and a new benchmarking club for industry professionals to meet and discuss best practices, particularly around digital, data and change. I am proud to lead a distinguished team, grateful to all who supported our shortlisting – and excited to see what happens at the awards event on 23rd April!”
Notes to Editors
- Gilly Green is one of wealth management’s most experienced and most respected experts and well known as an industry and media commentator on industry matters:
- Davies’s Wealth Management & Private Banking Practice has over 20 staff based in three locations – London, Geneva, Singapore. The Practice’s partner team has an average of 30+ years’ industry experience and over the past 10 years, has delivered more than 110 projects to more than 50 clients across wealth managers, banks and private banks, boutiques and family offices, software and services and platforms.
- The Practice’s most recent senior appointments include Philip Biber, Geneva.
- Davies’s Wealth Management & Private Banking Practice was originally founded as part of asset and wealth management consulting firm Knadel. Knadel was acquired by Catalyst Development Ltd in 2018. The firms then merged with Davies Advisors in 2019, creating one global Davies brand.
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