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M&A Risk in the UK Wealth Management Market
The first paper in Davies’ M&A risk series explores the strategic and operational complexities CEOs face when acquiring firms in the UK wealth management sector.
The Road to T+1
As at February 15th 2023, the US Securities and Exchange Commission (SEC) has committed to a May 2024 implementation date for accelerating the trade settlement cycle to T+1.
A Strategic Approach to Client Lifecycle Management
The paper encourages a holistic approach to CLM, helping firms create a framework that supports sustainable growth.
The Future of Client Reporting
We are at the start of a surge in digitalisation in client communication.
Davies Operational Resilience Market Insights Survey 2022
Our study offers detailed insights into the key challenges of incoming FCA PRA regulation.
Davies’ KYC Managed Service for Exchanges and CCPs
Billion-dollar fines, spiralling frustration and clients facing jail – or compliant KYC, new revenue streams and satisfied clients?