White Paper Archive - Davies

White Papers

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Technology & Data

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.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Risk & Compliance Technology & Data

Purposeful Digitisation: The journey to Wealth Management 4.0

This paper outlines the need for purposeful digitisation where technology is used not just to cut costs, but to enhance client experience, improve efficiency, and unlock new value.

Industry Asset & Wealth Management Capital Markets Retail & Business Finance
Capability Operating Strategy & Transformation People Development Risk & Compliance Specialist Services Technology & Data

Davies’ Financial Services Insights Report 2024

Assessing performance, confidence and challenges across UK financial services.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation

M&A Risk in the UK Wealth Management Market III

The biggest challenge: delivering the business case.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Risk & Compliance

Davies ‘Operational Resilience Market Insights’ Survey 2023

The survey includes expert insight into firms' progress on operational resilience programs.

Industry Asset & Wealth Management
Capability Operating Strategy & Transformation Risk & Compliance

Davies ‘Consumer Duty Market Insights’ Survey 2023

The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.