Paul Sutton from Davies’ Asset & Wealth Management practice explores the UK wealth management market and examine some key complexities for any CEO considering an acquisition.
Download it using the form below.
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Paul Sutton from Davies’ Asset & Wealth Management practice explores the UK wealth management market and examine some key complexities for any CEO considering an acquisition.
Download it using the form below.
The wealth management industry has performed well over the last 20 years, weathering market shocks, financial crises plus countless regulatory and fiscal changes. But now, without an unprecedented evolution, the future looks challenging.
Mind the information gap: how to avoid deal value degradation
The ‘Dear CEO’ letter on outsourcing issued by the FSA (now FCA) in December 2012 was prompted by the regulator’s concerns around the deficiencies and inconsistencies exhibited by the asset manager community around their management and oversight of material outsourcing relationships. Download this white paper to learn more