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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.
Industry
Capital Markets
Capability
Operating Strategy & Transformation
Risk & Compliance
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.
Capability
Operating Strategy & Transformation
Specialist Services
A Strategic Approach to Client Lifecycle Management
The paper encourages a holistic approach to CLM, helping firms create a framework that supports sustainable growth.
Capability
Risk & Compliance
Technology & Data
Crypto custody: same game, new roles – or a whole new world?
Pitfalls and priorities for braving the digital age.
Industry
Asset & Wealth Management
Capability
Operating Strategy & Transformation
Technology & Data
The Future of Client Reporting
We are at the start of a surge in digitalisation in client communication.
Industry
Asset & Wealth Management
Capability
Operating Strategy & Transformation
Risk & Compliance
Davies Operational Resilience Market Insights Survey 2022
Our study offers detailed insights into the key challenges of incoming FCA PRA regulation.