Davies’s “Operational Resilience Market Insights Survey 2022″ provides an overview of the results of our operational resilience survey undertaken in early 2022. It also includes insights based on our expertise in, and direct experience of, working with clients at all stages of their operational resilience programmes. The survey and study was led by Davies Partner Scott Lee from our specialist team.
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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.
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
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.