{"id":28617,"date":"2025-07-16T16:30:29","date_gmt":"2025-07-16T15:30:29","guid":{"rendered":"https:\/\/davies-group.com\/consulting\/?post_type=press_release&p=28617"},"modified":"2026-01-23T11:08:18","modified_gmt":"2026-01-23T11:08:18","slug":"davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice","status":"publish","type":"press_release","link":"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/","title":{"rendered":"Davies appoints new senior hire to lead Asset & Wealth Management consulting practice\u00a0\u00a0"},"content":{"rendered":"

LONDON, UK \u2013 16 July 2025 \u2013<\/span><\/b> Davies<\/span><\/b>, the leading specialist professional services and technology company serving insurance and highly regulated markets today announces the appointment of senior investment and technology expert Stephanie Clarke<\/a> to Senior Partner, heading up its Asset & Wealth Management practice.\u00a0<\/span>\u00a0<\/span><\/p>\n

Joining Davies after many years leading strategic change for financial institutions in the UK and Europe, Stephanie\u2019s experience includes new market entry, new products and asset classes, platform architecture, and driving outsourcing and offshoring transformations. In her new role Stephanie will be responsible for overseeing and driving the strategic direction of the asset and wealth management consulting practice, where she will develop and implement strategy, and work to strengthen client relationships amid the increasing uptake in AI-driven services across the sector.\u00a0<\/span>\u00a0<\/span><\/p>\n

The news comes as the business continues to grow under a new senior operating structure for its consulting division, led by Consulting & Technology CEO, Pino Vallejo<\/a>. <\/span>\u00a0<\/span><\/p>\n

On the new appointment, Pino said: \u201cI\u2019m thrilled to welcome Stephanie to the team. Her vast experience and knowledge of the industry will help lead Davies through what is a pivotal time for asset and wealth managers. Her focus on a multi-faceted approach, which promotes innovation, particularly by leveraging the latest technologies, aligns with Davies\u2019 core values and I\u2019m looking forward to working with her to grow our services and to continue providing exceptional, tailored services for our clients.\u201d<\/span>\u00a0<\/span><\/p>\n

Stephanie Clarke, Senior Partner and Head of Asset & Wealth Management, Davies<\/span><\/b> said: \u201cHaving spent a decade leading transformation in asset management, I understand the power of aligning strategy, technology, and talent, and the need for advisors who combine innovation with deep expertise. This is a defining moment for asset and wealth management, as technology unlocks new ways to drive returns, enhance client experience, and deliver bespoke solutions. Davies\u2019 strong expertise positions us perfectly to partner on this journey.\u201d<\/span>\u00a0<\/span><\/p>\n

Davies\u2019 Vision 2030 strategy was launched earlier this year by Davies\u2019 Group CEO, Dan Saulter<\/a>. The strategy aims to quadruple the firms\u2019 annual sales to \u00a33bn by focusing on technology and artificial intelligence, organic growth and cross-selling, geographic and solution expansion, and operational excellence. <\/span>
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-Ends-<\/span><\/b>\u00a0<\/span>\u00a0<\/span><\/p>\n

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Media contact:\u202f\u202f<\/span><\/b>\u00a0<\/span><\/h3>\n

Louisa Best, Senior PR Manager, Davies\u00a0<\/span>\u00a0<\/span><\/p>\n

Email: <\/span>louisa.best@davies-group.com<\/span><\/a>\u00a0<\/span>\u00a0<\/span><\/p>\n

\u00a0<\/span><\/p>\n

Sarah Allen, Head of <\/span>Corporate Communications<\/span>, Davies\u202f\u202f\u202f\u202f<\/span>\u00a0<\/span><\/p>\n

Email: <\/span>sarah.allen@davies-group.com<\/span><\/a>\u202f\u202f\u202f\u202f\u202f<\/span>\u00a0<\/span><\/p>\n

\u202f<\/span>\u00a0<\/span><\/p>\n

About Davies\u202f\u202f\u202f<\/span><\/b>\u00a0<\/span><\/h3>\n

Davies delivers specialist professional services and technology solutions across the risk and insurance value chain, including excellence in claims, underwriting, distribution, regulation & risk, forensic accounting, customer experience, human capital, digital transformation & change management. In February 2023 Davies announced it had simplified its operations and aligned the business across three operating units: Davies Global Solutions, Davies UK & Ireland, and Davies U.S. Davies has an 8,500 strong team of professionals operating across 20+ countries, including the UK & the U.S., with headquarters in the City of London. Davies\u2019 investors are BC Partners, HGGC, AIMCo (acting on behalf of certain of its clients), and Davies\u2019 employees following BC Partners majority investment in March 2021, HGGC\u2019s investment in January 2017 and AIMCo\u2019s investment in January 2019. Over the past ten years Davies has grown its annual revenues more than 25-fold, invested heavily in research & development, innovation & artificial intelligence (\u201cAI\u201d), platform integration & underlying business systems, colleague development, and client service. Today the group serves more than 1,700 insurance, financial services, public sector, and other highly regulated clients. In the past year Davies has added more than 200 new accounts to its organic platform. In addition, Davies has successfully broadened and deepened its operations and digital capabilities via targeted acquisitions. Since the start of 2017 Davies has acquired: Cynergie, CMSL, Ambant, ServiceTick, TLSS, R&Q\u2019s insurance services business, Ember, Direct Group\u2019s claims businesses, Veriphy, USA Risk Group, TMS, GBB, Banwells, Frontier, FWD, ASC, Thornton Group, Keoghs, Codebase8, Citadel & Cedar Consulting, ContactParners, TriPlus, Johnson Claim Service, Vehicle Replacement Group, BMTS, Wakely Actuarial, Northshore International Insurance Services, DMS, NPA, Littleton, Grovelands, IAS, Asta, IRS, Sionic, Merlinos, BVS, Worksmart, ProAdjust, Johns Eastern, ClaimPilot, MVP Group, Afirm, Ortac Underwriting Agency\u2019s (\u201cOrtac\u201d) insurance management services portfolio, American Claims Management, Preferred Governmental Claims Services, USIS, ICA, MDD, Shoreside Law, Minuteman Adjusters, Bespoke Training Solutions, Budget Claims Services Inc., (dba Barker Claim Services) and Premier Claims Management. More information is available at <\/span>www.davies-group.com<\/span><\/a>.\u202f\u202f<\/span>\u00a0<\/span><\/p>\n

\u00a0<\/span><\/h3>\n

About BC Partners\u202f\u202f\u202f<\/span><\/b>\u00a0<\/span><\/h3>\n

BC Partners is a leading investment firm with over \u20ac40 billion in assets under management across private equity, private debt, and real estate strategies. Established in 1986, BC Partners has played an active role for over three decades in developing the European buy-out market. Today BC Partners integrated transatlantic investment teams work from offices in Europe and North America and are aligned across our four core sectors: Healthcare, TMT, Business Services & Industrials, and Consumer. Since its foundation, BC Partners has completed over 126 private equity investments in companies with a total enterprise value of over \u20ac160 billion and is currently investing its eleventh private equity buyout fund. For more information, please visit <\/span>www.bcpartners.com<\/span><\/a>.\u202f<\/span>\u00a0<\/span><\/p>\n

\u00a0<\/span><\/p>\n

About HGGC\u202f\u202f\u202f\u202f<\/span><\/b>\u00a0<\/span><\/h3>\n

HGGC is a leading middle-market private equity firm with $4.3 billion in cumulative capital commitments. Based in Palo Alto, Calif., HGGC is distinguished by its Advantaged Investing approach that enables the firm to source and acquire scalable businesses through partnerships with management teams, founders and sponsors who reinvest alongside HGGC, creating a strong alignment of interests. Over its history, HGGC has completed more than 130 platform investments, add-on acquisitions, recapitalizations and liquidity events with an aggregate transaction value of nearly $22 billion. More information, including a complete list of current and former portfolio companies is available at\u202f<\/span>www.hggc.com<\/span><\/a>.\u202f\u202f\u202f\u202f\u202f<\/span>\u00a0<\/span><\/p>\n

\u00a0<\/span><\/p>\n

About Alberta Investment Management Corporation (\u201cAIMCo\u201d)\u202f\u202f\u202f\u202f<\/span><\/b>\u00a0<\/span><\/h3>\n

AIMCo is one of Canada\u2019s largest and most diversified institutional investment managers with more than C$115 billion of assets under management. AIMCo was established on January 1, 2008, with a mandate to provide superior long-term investment results for its clients. AIMCo operates at arms-length from the Government of Alberta and invests globally on behalf of 31 pension, endowment and government funds in the Province of Alberta. AIMCo\u2019s head office is located in Edmonton, Alberta, with additional offices located in Toronto, London, and Luxembourg. AIMCo\u2019s Private Equity team comprises a dedicated group of experienced investment professionals and manages a private equity allocation of approximately C$6.0 billion. More information is available at\u202f<\/span>www.aimco.alberta.ca<\/span><\/a>.\u202f\u202f\u202f<\/span>\u00a0<\/span><\/p>\n

\u00a0<\/span><\/p>\n

For further information about how your personal data may be processed, visit:<\/span>\u00a0<\/span><\/p>\n

https:\/\/davies-group.com\/privacy-notice\/<\/span><\/a>\u00a0<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

With deep expertise in investment strategy and technology transformation, Stephanie will drive growth and innovation as the firm expands its consulting services.<\/p>\n","protected":false},"featured_media":28618,"parent":0,"menu_order":0,"template":"","format":"standard","meta":{"_acf_changed":false},"categories":[75],"tags":[],"industries":[103],"capabilities":[],"class_list":["post-28617","press_release","type-press_release","status-publish","format-standard","has-post-thumbnail","hentry","category-asset-wealth-management"],"acf":[],"yoast_head":"\nDavies appoints new senior hire to lead Asset & Wealth Management consulting practice\u00a0\u00a0 - Davies<\/title>\n<meta name=\"description\" content=\"Having spent a decade leading transformation in asset management, Stephanie understands the power of aligning strategy, technology, and talent, and the need for advisors who combine innovation with deep expertise.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Davies appoints new senior hire to lead Asset & Wealth Management consulting practice\u00a0\u00a0 - Davies\" \/>\n<meta property=\"og:description\" content=\"Having spent a decade leading transformation in asset management, Stephanie understands the power of aligning strategy, technology, and talent, and the need for advisors who combine innovation with deep expertise.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/\" \/>\n<meta property=\"og:site_name\" content=\"Davies\" \/>\n<meta property=\"article:modified_time\" content=\"2026-01-23T11:08:18+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2025\/07\/AdobeStock_579560905-1024x451.jpeg\" \/>\n\t<meta property=\"og:image:width\" content=\"1024\" \/>\n\t<meta property=\"og:image:height\" content=\"451\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/\",\"url\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/\",\"name\":\"Davies appoints new senior hire to lead Asset & Wealth Management consulting practice\u00a0\u00a0 - Davies\",\"isPartOf\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2025\/07\/AdobeStock_579560905.jpeg\",\"datePublished\":\"2025-07-16T15:30:29+00:00\",\"dateModified\":\"2026-01-23T11:08:18+00:00\",\"description\":\"Having spent a decade leading transformation in asset management, Stephanie understands the power of aligning strategy, technology, and talent, and the need for advisors who combine innovation with deep expertise.\",\"breadcrumb\":{\"@id\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/davies-group.com\/consulting\/press-release\/davies-appoints-new-senior-hire-to-lead-asset-wealth-management-consulting-practice\/#primaryimage\",\"url\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2025\/07\/AdobeStock_579560905.jpeg\",\"contentUrl\":\"https:\/\/davies-group.com\/consulting\/wp-content\/uploads\/2025\/07\/AdobeStock_579560905.jpeg\",\"width\":10619,\"height\":4672,\"caption\":\"Business partnership concept. 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