We are delighted to announce that we have 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 we have featured in the WealthBriefing awards, having been outright winners of ‘Best Management Consultancy’ 2020. This year, we are 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.
Pino Vallejo, Davies Managing Partner and head of the firm’s Client Lifecycle Management Practice says:
“We are committed to protecting the wealth sector from financial crime. I’m excited that the CLM team are working alongside the Wealth Management 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.”