Blog Archive - Page 4 of 25 - Davies

Blog

Asset & Wealth Management
Operating Strategy & Transformation
OTC - Over the Counter Derivatives

The problem with OTCs

Considerations for the operating model

Asset & Wealth Management
Operating Strategy & Transformation
Money - Asset & Wealth Management 2024

Could 2024 bring real transformation to Asset and Wealth Management?

The rising star of 2023, Generative AI, is joined on my list by two themes

Asset & Wealth Management
Risk & Compliance

Portfolio Management Systems – How to avoid implementation pitfalls

Many implementations are not delivering as expected

Asset & Wealth Management
Operating Strategy & Transformation
Tokenisation

Tokenisation

Growth Accelerator for Investment Managers

Asset & Wealth Management
Operating Strategy & Transformation
consumer duty

Consumer Duty – Don’t tell me it’s over….

Implementation areas that need addressing.

Asset & Wealth Management
Operating Strategy & Transformation

DORA: Exploring the next phase of Operational Resilience

While the compliance date of 2025 seems far away, the work required to ensure compliance may be substantial for some firms.