Case Studies
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Delivering strategic integration between asset management and central finance teams
As success and growth place extra pressure on operating platforms, how do leading alternative investment providers transform their businesses?
Funds services efficiency improvement
As well as realising an on-shore headcount reduction of 25%, we also helped our client to achieve a measurable increase in their client satisfactions levels.
Advising on operating model redesign for an asset manager
Davies asset management experts advise on operating model refresh supporting European asset managers’ ambition for global growth and market leading approach.
Build out of operational capability for a high profile start up
Read how we helped develop a full client service proposition, investment operations processes and assist with work technology and liaise with outsource service providers to implement the platform for a high profile start up.
Ensuring MiFiD II operating model compliance
We were called in to assist a wealth management firm with a large discretionary management proposition to conduct a review of their dealing model, where only a subject matter expert could assist.
Back and middle office outsource
A large-scale upgrade to a private bank’s operating model, and the management of stakeholders and outsourced service providers required us to draw on our deep industry knowledge