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Capital Markets
Risk & Compliance
CCP Resolution Planning – Why You Shouldn’t Learn to Sail in a Storm
Drawing on expert insights and recent regulatory developments, the paper offers a clear view of the current landscape.
Asset & Wealth Management
Operating Strategy & Transformation
M&A Risk in the UK Wealth Management Market II
Mind the information gap: how to avoid deal value degradation.
KYC Managed Services
Risks, considerations and how to get it right.
Asset & Wealth Management
Operating Strategy & Transformation
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.
Capital Markets
Operating Strategy & Transformation
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.