White Paper Archive - Davies

White Papers

Asset & Wealth Management
Operating Strategy & Transformation

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.

Asset & Wealth Management
People Development

The Asset Management Industry – Challenges & Opportunities

Discover how the rapidly evolving asset management industry is reshaping traditional methods and creating new opportunities.

Asset & Wealth Management
Operating Strategy & Transformation

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.

Asset & Wealth Management
Operating Strategy & Transformation

Davies’ Financial Services Insights Report 2024

Assessing performance, confidence and challenges across UK financial services.

Asset & Wealth Management
Operating Strategy & Transformation

M&A Risk in the UK Wealth Management Market III

The biggest challenge: delivering the business case.

Asset & Wealth Management
Operating Strategy & Transformation

Davies ‘Operational Resilience Market Insights’ Survey 2023

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