Who We Are
We are a practitioner-led team of industry specialists committed to creating lasting impact. Our foundation is strengthened by a complementary suite of financial services and technology expertise – enabling us to advise, deliver, and realise the next generation of growth and scale that ambitious clients seek.
The asset and wealth management sector has extremely strong fundamentals, and a hugely relevant core purpose as an engine of growth.
While recent headwinds have created short-term pressures, they ultimately reinforce the case for change, consolidation, and technology investment as critical to future success.
As a trusted advisor and change partner, we believe our role is to ensure that:
- Projects and advice deliver meaningful ROI from the outset.
- Our people bring true expertise, listen to your needs, and navigate the industry’s next phase.
- Our rates are fair, and our outcomes are meaningful to your business.
What We Do
Why We Are Different
- We deploy small, targeted teams led by seasoned industry experts, ensuring high-impact delivery.
- We cultivate enduring, trusted partnerships by deeply understanding our clients’ strategic priorities and operational challenges.
- We are large enough to bring real depth of specialism on AI, data, cultural change and delivery – and small enough that our relationships are direct, long-lasting and meaningful each time.
Our Clients
We’re proud to have partnered with Wealth Managers, Platforms & Private Banks, Asset Managers, and Software & Service Providers – delivering tailored support and expertise across the industry.
Stephanie Clarke
Senior Partner
Stephanie Clarke is Head of the Asset & Wealth Management industry (EMEA) and a Senior Partner at Davies. She steers complex, multi-disciplinary programmes for asset managers across Europe, translating strategic intent into tangible outcomes that withstand the pressures of growth, cost, and regulation.
Peter Keaveney
Partner
Peter Keaveney is a Partner and Head of Asset and Wealth Management for North America at Davies. With more than three decades in financial services, he helps asset managers, hedge funds, and asset owners navigate tackle their most complex challenges and transform their operating models redesign to regulatory pressures and data strategy transformation.
Stephanie Clarke
Senior Partner
Stephanie Clarke is Head of the Asset & Wealth Management industry (EMEA) and a Senior Partner at Davies. She steers complex, multi-disciplinary programmes for asset managers across Europe, translating strategic intent into tangible outcomes that withstand the pressures of growth, cost, and regulation.
Peter Keaveney
Partner
Peter Keaveney is a Partner and Head of Asset and Wealth Management for North America at Davies. With more than three decades in financial services, he helps asset managers, hedge funds, and asset owners navigate tackle their most complex challenges and transform their operating models redesign to regulatory pressures and data strategy transformation.
