Case Studies Archive - Page 7 of 14 - Davies

Case Studies

Industry Capital Markets
Capability Operating Strategy & Transformation

Engaging stakeholders informs the migration of client clearing business

Our experience, combined with our extensive contact list within CCPs and exchanges around the world helped increase the effectiveness of our client's migration strategy.

Industry Capital Markets
Capability Operating Strategy & Transformation Risk & Compliance
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Selecting a strategic outsourced service provider

We helped our client select a strategic operating model and a long-term service provider, increasing internal understanding of long-term strategy and securing stakeholder buy-in to the business case.

Industry Capital Markets
Capability Operating Strategy & Transformation Risk & Compliance
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Creating new data management and reporting services

We defined an 18-month road-map and new target operating model that secured alignment and commitment.

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.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation
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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.