Blog Archive - Page 2 of 26 - Davies

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Asset & Wealth Management
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Optimising The Adviser – Retirement Income

Optimise retirement income strategies amidst market challenges and regulatory demands.

Banking & Markets
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DORA: Regulatory Technical Standards (RTS) Updates 

If your firm has not yet impact-assessed the secondary legislation (published in July ’24), we would be delighted to talk you through our detailed thinking around the Secondary Legislation.

Asset & Wealth Management
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The Challenges in Setting Up Private Credit Funds

Navigating the Booming Private Credit Market: Tackling Valuation Complexities

Customer Experience
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Reflecting on the FCA’s Consumer Duty Anniversary Presentations 

Last week marked the 1-year anniversary of the FCA’s Consumer Duty regulation, a milestone commemorated with a series of presentations ...

Banking & Markets

DORA – are you on-track to comply?

If your firm is still in the process of implementing DORA, we can help!

Asset & Wealth Management
Consumer Duty report analysis

Navigating the first Consumer Duty Board Report and beyond

Crafting Your Consumer Duty Board Report: Key Elements and Practical Tips