Wealth management and private banking firms are under pressure from rising client expectations, regulatory change and continued consolidation. To stay competitive, they need modern platforms, scalable service models and safe, practical routes to AI adoption. Davies helps firms improve adviser productivity, accelerate onboarding and strengthen risk and compliance.
We combine wealth management & private banking expertise with technology, people development and operational transformation experience, helping clients modernise across the front, middle and back office. Our work supports operating model design, technology integration, compliance monitoring, operational resilience and post-merger value capture, with Worksmart and Veriphy used where they can add value.
We Help Clients:
- Increase front office productivity and capacity
- Accelerate client onboarding and lifecycle management
- Modernise operating platforms, workflows and service operations
- Strengthen regulatory adherence and controls with a focus on consumer duty and operational resilience
- Capture value from consolidation, integration and distribution growth
What We Do
Our Solutions
Matt Lonsdale
Director
Matt Lonsdale is a Director, leading the Wealth Management & Private Banking industry at Davies. He brings over 25 years of experience across advisory, investment management, operations, and industry wide transformation. Matt guides firms through strategic change and helping them build stronger, more adaptive businesses.
Matt Lonsdale
Director
Matt Lonsdale is a Director, leading the Wealth Management & Private Banking industry at Davies. He brings over 25 years of experience across advisory, investment management, operations, and industry wide transformation. Matt guides firms through strategic change and helping them build stronger, more adaptive businesses.
