Case Studies Archive - Page 3 of 14 - Davies

Case Studies

Banking & Markets

Delivering enhanced corporate governance for a high-growth offshore firm

An offshore trust and corporate services provider asked for help to enhance corporate governance following an acquisition and an approach by a regulator.

Banking & Markets

Real time customer due diligence

We implemented real time customer due diligence and batch KYC rolling reviews for a USA electronic bank for a major Wall Street firm.

Financial Crime & Compliance

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.

Financial Crime & Compliance

Regulator-facing remediation documentation

We helped our client respond to a regulatory audit by documenting their end-to-end process, control and ownership focusing on EU and US credit and capital processes with regard to IRBA securitisation.

Financial Crime & Compliance

New securitisation regulation regime readiness

We helped our client to prepare their infrastructure for a material change in securitisation regulation.

Financial Crime & Compliance

Recovery and resolution planning

With our technology partners, we helped mitigate operational risk and increase contract data efficiency for a top 3 global custodian.