Asset & Wealth Management
Having interned at Davies in the Summer of 2022, I joined the team as a full-time analyst following the completion of my degree in Economics and Politics at the University of Bristol. My role is to assist the Asset and Wealth Management department in ensuring our clients receive an insightful and dedicated service. My previous project at Davies regarded a large Wealth management firm and the implementation of Consumer Duty. I aided the completion of the baseline assessment in order to perform gap analysis and structure an implementation plan to meet the requirements set out by the FCA. I am keen to develop my skills and experience as well as expand my industry knowledge by taking on new challenges.