Case Studies
Creating new data management and reporting services
We defined an 18-month road-map and new target operating model that secured alignment and commitment
Empowering women in financial services
We created a unique, open programme for all financial services firms, combining individual coaching with a two-day workshop
Developing technology careers at a leading bank
Our Technology Career Framework shifted career aspirations - and culture
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.