Davies features in the March 2020 edition of Private Banker International (PBI) discussion of the need for wealth management firms engaging in any procurement of outsourced services to focus on a number of key priorities: cultural match with their potential supplier, strategic fit, the depth of knowledge in the team – and the ability to hit key deadlines.
Read more: (pages 6 – 7) of Private Banker International
Davies Managing Partner Gilly Green (pictured bottom left) features in Private Banker International