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How to Measure and Monitor FMI Risk
For CCPs, there is an expectation that in extreme circumstances, default funds can be used, and there have been recent examples of this happening.
Automating Assurance – Helping a client automate their quality framework
A UK energy supplier asked us to provide analytical resource as they wanted to outsource the build of the automated quality framework in speech analytics
Learning without noticing: reaching the modern learner
Provide employees with opportunities to learn even when they don’t realise it
Blog
Outsourced Dealing – the new norm?
As firms recognise the benefits and the service provider market matures, outsourced dealing is now set to become mainstream.
Optimising The Adviser – Retirement Income
Optimise retirement income strategies amidst market challenges and regulatory demands.
The Challenges in Setting Up Private Credit Funds
Navigating the Booming Private Credit Market: Tackling Valuation Complexities
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White Papers
Purposeful Digitisation: The journey to Wealth Management 4.0
The wealth management industry has performed well over the last 20 years, weathering market shocks, financial crises plus countless regulatory and fiscal changes. But now, without an unprecedented evolution, the future looks challenging.
M&A Risk in the UK Wealth Management Market III
The biggest challenge: delivering the business case
Davies ‘Operational Resilience Market Insights’ Survey 2023
The survey includes expert insight into firms' progress on operational resilience programs
Events
4
NovTSAM – Toronto
4 November 2024 | Toronto, ON
- Shangri-La Hotel Toronto
188 University Avenue
Toronto, ON MH5 0A3
24
SepInvestOps 2024
24-25 September 2024 | London
- The Kia Oval
Kennington Oval
London
SE11 5SS