This third whitepaper by Paul Sutton from Davies’ Asset & Wealth Management practice explores the importance of building, validating, and delivering the business case as core to the successful outcome of an M&A deal.
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Managing Partner
Asset & Wealth Management
Over the past year the term ‘Digital' has invaded Asset Management terminology without a clear definition of what it is and what it means. What is digital and is it the end of the traditional role of the transfer agent? Download our white paper to learn more
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
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.