Case Studies Archive - Page 6 of 14 - Davies

Case Studies

People & Organisational Performance

Empowering women in financial services

We created a unique, open programme for all financial services firms, combining individual coaching with a two-day workshop.

People & Organisational Performance

Developing technology careers at a leading bank

Our Technology Career Framework shifted career aspirations - and culture.

Asset & Wealth Management

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.

Banking & Markets

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.

Asset & Wealth Management
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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.

Asset & Wealth Management

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