Tina Wilkinson - Davies
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Tina Wilkinson

Partner

Asset & Wealth Management

Tina Wilkinson is a Partner in the Asset and Wealth Management industry at Davies, bringing over 40 years of experience in financial services. She advises leading asset managers on growth strategies, operational efficiency, and digital transformation, helping firms navigate complex challenges while positioning for long-term success.

Tina’s expertise spans distribution, product development, and business strategy. She focuses on enabling clients to balance cost reduction with investment in growth, leveraging technology and innovation to create new products, expand into alternative asset classes, and enhance client experience. Her work often involves guiding firms through digitalisation and exploring the role of AI in reshaping asset management.

Throughout her career, Tina has held senior leadership roles including CEO of several asset managers, Global Head of Distribution, and Global Head of Product. She has also led major operational functions for global service providers, overseeing transfer agency and fund accounting. Her experience extends to insurance, where she developed AI-driven solutions for underwriting, claims, and fraud prevention, as well as supporting life and annuity products.

Tina works with some of the world’s largest asset managers, as well as boutique firms in private markets and infrastructure. She helps these organisations streamline processes, design innovative products, and deliver exceptional client experiences.

She collaborates with industry associations, regulators, and technology providers, ensuring her clients benefit from these insights and solutions. Building strong, lasting relationships is central to how Tina operates. She prioritises trust and partnership, ensuring clients feel supported throughout every stage of a project.

Away from work, Tina is an avid golfer and a passionate vinyl collector, with a personal library of thousands of records spanning genres from rock and jazz to classical and opera. These pursuits reflect her love for precision, creativity, and timeless craftsmanship, qualities she brings to her professional life as well.

Authored Content

Asset & Wealth Management
future-proofing asset management

Future-proofing asset management: How operating models must evolve

With the industry at a pivotal point, scalable operating models are essential to future-proofing asset management.

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Asset & Wealth Management
operating models

The Future of Operating Models in Asset Management

Download our report with Amundi Technology to dive deeper into what's shaping the future of operating models in asset management.

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Asset & Wealth Management

Outsourced Dealing – the new norm?

As firms recognise the benefits and the service provider market matures, outsourced dealing is now set to become mainstream.

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Asset & Wealth Management

Scenario testing: passing the practical and the theory

Why it's best to start small - and start now

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Asset & Wealth Management

ESG data confusion?

We explore how to navigate the sea of data vendors

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Asset & Wealth Management

Is there real differentiation in the private markets technology space?

When reviewing the technology landscape in private markets, three themes emerge

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Asset & Wealth Management

Privacy – the roadblock to private equity ESG

The rise of ESG is a fundamental shift sweeping the investment management industry, but given its requirements for transparency, how is the notoriously opaque private equity industry keeping up?

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Asset & Wealth Management

Service credits – not broken, but in need of a fix?

Could there be a better way to fix incentivising good supplier performance?

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Asset & Wealth Management

Delivering a data strategy

Data strategies must be actionable and robust to be truly effective drivers of change

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Asset & Wealth Management

Managing ESG data

We consider why investment professionals are requiring more data than ever - and how to select the right sources

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Asset & Wealth Management

ESG – How sustainable is your data platform?

The quantity of data and operating model complexity is increasing

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Asset & Wealth Management
Operational Resilience asset management survey and forum findings.

Davies Signals – insight on our Operational Resilience asset management survey and forum findings

Cyber attack tops the list of the asset industry's concerns - and COVID 19 has been a wake up call for firms

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Asset & Wealth Management
Enhancing Operational Resilience – regulatory burden or just good business practice?

Enhancing Operational Resilience – regulatory burden or just good business practice?

Firms have a great opportunity to embed resilience disciplines and enhanced oversight regimes that also align with regulation

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Asset & Wealth Management
Evolution of lighting.

Davies Signals – survey results on the evolution of the IT function

Our sample study shows 93% of asset managers developing software solutions outside the IT function. How do firms manage this business-developed IT and address the operational risk?

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Asset & Wealth Management
Davies Placeholder logo

A perfect storm for the future of dealing

A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.

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