Case Studies Archive - Page 6 of 14 - Davies

Case Studies

Asset & Wealth Management

Innovative UK ACS solution

We helped LBG - Scottish Widows to launch the first property ACS of its kind in the UK, effectively a brand new fund structure within the European funds arena. The ACS pooled the direct property holdings of seven existing Life or Pension funds.

Asset & Wealth Management

Delivering implementation plans for mergers and acquisitions

Our people and their expertise smooth the path of often bumpy mergers. They can help retain staff, too.

Financial Crime & Compliance

Building governance and control frameworks to manage new utility engagement

We provided clarity, increased efficiency and enabled effective audit and compliance.

Financial Crime & Compliance

SA-CCR compliance completed at speed

Our regulatory experts are widely recognised as market leaders, and this project demonstrated our ability to deliver specialist expertise at speed, achieving BRD sign-off within just one month.

Asset & Wealth Management
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Advising on operating platform transformation and service provider selection

As success and growth place extra pressure on operating platforms, how do leading alternative investment providers transform their businesses?