Onboarding and Offboarding: Service Offering - Davies

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Onboarding and Offboarding: Service Offering

Onboarding and Offboarding of complex Custody, Middle Office, Fund Accounting, and Transfer Agency clients

Our ring-fenced specialist teams of subject matter experts and project professionals can efficiently transition large complex books of business in or out for our clients, while minimising risk and protecting our clients’ operations teams from the impact of onboarding and offboarding activity.

Download our tear sheet below to find out more.

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Meet the expert

David Johnston

Principal Consultant

Banking & Markets

I have amassed over 25 years of experience in financial services, both within change programs and senior line management.

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