We are delighted to announce that Davies has been shortlisted for three awards in the Ninth Annual WealthBriefing European Awards 2021. These awards showcase ‘best of breed’ in European wealth management, and recognise the outstanding organisations and individuals that the independent judges deem to have ‘demonstrated innovation and excellence during the last year’.
This is the second year running that Davies has featured in the WealthBriefing awards, having been outright winners of ‘Best Management Consultancy‘ 2020. This year, Davies is once again shortlisted for outstanding client service in the Management Consultancy category, as well as being shortlisted in a brand new category of Client Lifecycle Management Solution.
In addition, Davies Managing Partner Gilly Green, Head of Davies’s specialist Wealth Management & Private Banking Practice, is personally shortlisted as one of the industry’s stand-out leadership figures and a finalist in the Leading Individual Advisor category.
Gilly Green says:
“Being a leader is about enabling others and I’m doubly delighted to be shortlisted alongside my whole team. Despite the challenges of 2020, Davies’s Wealth Management & Private Banking Practice goes from strength to strength, increasing revenue by 53% and forecasting further growth in 2021. That is testament to ability and determination of every member of the team; I am proud to be their leader.”
Pino Vallejo, Davies Managing Partner and head of the firm’s Client Lifecycle Management Practice adds:
“Davies is committed to protecting the wealth sector
from financial crime. I’m excited that the CLM team are working alongside Gilly’s team to develop and deploy innovative technology solutions that draw on our expertise in financial crime, client lifecycle management and fraud prevention, artificial intelligence and machine learning. Our commitment is to help the wealth sector not only onboard but also service clients and fulfil their regulatory duties and this recognition is a very welcome endorsement of the importance of our work.”