Case Studies Archive - Davies

Case Studies

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation
accounting journals

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?

Industry Asset & Wealth Management
Capability Risk & Compliance Technology & Data

Cybersecurity review for a buy-side client

We performed an end-to-end review of a US hedge fund's security policies, processes, controls and governance to ensure alignment with SEC guidance.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Technology & Data

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.

Industry Asset & Wealth Management
Davies Placeholder logo

Benchmarking outsourced services for an institutional European asset manager

Benchmarking outsourced contracts offer clients an opportunity to compare how their supplier is performing against the market from both a cost and service perspective.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation

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.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Risk & Compliance

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.