Press Releases
Paddy Lewis speaks to CityWire Wealth Manager
How should firms in lockdown deal with client communications?
Davies Shortlisted in WealthBriefing European Awards 2020
We're delighted to be shortlisted in these prestigious awards, which are the culmination of a 12 month-long submission and judging process
Gilly Green features in Citywire Wealth Manager
Gilly discusses the letter sent to advisers in January, ahead of a major upcoming review of suitability
How DFMs protect bottom line when top talent walks out
Partner Paddy Lewis spoke to Robin Amos at Citywire about the impact of team departures on revenue following the recent senior-level exits from Walker Crips and Quilter Cheviot
Gilly Green speaks to Citywire about the challenges of SMCR
A recent Davies survey found that one in four wealth managers feel unprepared for SMCR implementation. Is your firm ready?
Outsourcing: a new dawn for dealing desks?
This new BNP Paribas Securities Services survey shows institutional investors are increasingly looking to outsource their dealing functions