Davies Expands Its Multi-Award-Winning Wealth Management & Private Banking Practice - Davies

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Davies Expands Its Multi-Award-Winning Wealth Management & Private Banking Practice

We're announcing a new Director, Geneva base and a new suite of digital transformation services

Geneva & London 28 September 2021 Davies has further expanded its multi-award-winning Wealth Management & Private Banking Practice with the appointment of two new Directors, a new Geneva base and new digital transformation services.  Anja de Troyer joins as a Director in Geneva and Niall Buggy joins as a Director in London. Davies has also announced the opening of new office premises in Geneva and the creation of a new suite of digital transformation services for its entire international client base.

 

New Davies Director Anja de Troyer has over 20 years’ experience working in wealth management across Benelux, France and Switzerland. She is a specialist in managing large transformation and change programmes, business strategy and operating model reviews, including cross-border and post-merger integrations, outsourcing and offshoring, and most recently digital solutions strategies and deliveries. Anja was previously Client Solutions and Product Manager at InvestCloud / Finantix where she focused on client relationship management and client lifecycle management products. This followed senior roles held at Capco Switzerland, BNP Paribas Fortis and Securities Services, JP Morgan Chase Luxembourg and Accenture Benelux.

New Davies Director Niall Buggy has 25 years’ experience leading complex business transformations in wealth and asset management, hedge funds and private equity. He specialises in operating model design and implementation, organisational change and offshoring, client journey and process optimisation, product launches, portfolio and risk management.  Niall joins Davies from senior leadership roles in Programme, Project and Transformation Management at Brooks Macdonald, SG Kleinwort Hambros, HSBC, Fidelity International, Willis Towers Watson and Coutts.

Davies’s new Geneva office is at Rue Kléberg 14 in the heart of Geneva’s private banking district.

Davies’s new suite of digital transformation services enable clients to digitise their propositions, internal processes, and client engagement. They include benchmarking, strategy, building digital-first cultures, leveraging fintech partnerships and embedding major digital projects including client lifecycle management (CLM) and client relationship management (CRM) initiatives. Combined with Davies’s extensive existing operating model, change management and vendor selection experience, this means the firm’s wealth management and private banking clients will benefit from specific wealth management focused advice and support across the full spectrum of digital transformation platforms and processes.

Gilly Green, Davies Managing Partner and Head of Davies’s Wealth Management & Private Banking Practice comments:

“Our business continues to expand rapidly, and it is the quality of our specialist team that distinguishes us.  I am therefore delighted to welcome Anja and Niall to our Geneva and London teams respectively.   Both bring extensive experience, and a fresh outlook that complements our existing team of specialists.  These senior hires are key to sustaining the fantastic growth we have had over the last two years alone. In addition, our new office in Geneva reinforces our commitment to our Swiss clients and our whole team is excited by the expansion of our specialisms into digital transformation, which is critical to the long-term success of all clients in all locations.”

Philip Biber, Davies Partner and Head of Davies Geneva adds

“I am so pleased to welcome Anja and Niall to the team and in particular to welcome Anja to Davies here in Geneva. She is a consummate professional who will help Davies’s Swiss practice deliver digital strategy and change management in Switzerland – and beyond!”

Notes to Editors

  1. Davies is a global consulting firm specialising in financial services. We are expert-led specialists across banking, asset and investment management, financial markets infrastructure, wealth management, insurance and reinsurance. We offer multi-disciplinary, multi-capability expertise across six core areas: business strategy, operational excellence and improvement, technology transformation and digitisation, international regulatory compliance, risk, finance and control, leadership, talent and cultural transformation. Our main offices are in New Jersey, Toronto and London and we have 300+ staff based across North America, Europe and Asia.
  2. Davies’s Wealth Management & Private Banking Practice has an international client base which it services from its London, Jersey Channel Islands and Geneva offices. The Practice is led by Davies Managing Partner Gilly Green. Gilly also holds the Leading Individual Advisor Award in the 2021 European WealthBriefing Awards, in which her whole team, along with Davies’s innovative client lifecycle management services, were highly commended, having previously won the 2020 Management Consultancy of the Year Award. Today’s latest announcements follow shortly after the appointment of Partner Scott Lee, who joined Davies from KPMG in July.
  3. Anja de Troyer is a Belgian national and tri-lingual in Dutch, French and English. She holds an honours degree in Commercial (business) Engineering from The Solvay Brussels School of Economics and Management (SBS-EM), the business school of the Université libre de Bruxelles (ULB).
  4. Niall Buggy holds an Investment Management Certificate (IMC) from the Institute of Investment Managers and Research and is both a certified Scrum Master and qualified Prince2 Practitioner, having originally graduated with a BSc in Physics & Acoustics from the University of Surrey. Outside work, Niall is a highly regarded sportsman and Head Coach of England Touch Rugby M45s in the lead up to the 2023 World Cup.

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