Asset & Wealth Management News, Tips, & Trends

Davies promotes Pino Vallejo to CEO of consulting division as it continues global expansion plans

Pino Vallejo was appointed to the role of Chief Executive Officer of Consulting at Davies. Pino will focus on combining our consulting products and services under a combined operating model as we seek to enhance and grow our business.

Join us in congratulating Pino on his new role: Congratulate Pino

Consulting at Davies continues to build momentum with three senior hires

We announced three new senior figures in the Asset & Wealth Management practice.

Peter Keaveney has joined as a Partner and Head of the North American Asset & Wealth Management practice, Roshni Patel has been appointed as Principal Consultant, and Matt Lonsdale has taken up a position as a Director.

Could 2024 bring real transformation to Asset and Wealth Management?

Ashley Sheen shared some insights on the future of Asset and Wealth Management in 2024. He highlights three emerging trends expected to influence the industry over the next 12 months. The first trend is the industry's increasing engagement with Generative AI, while the other two trends are Evolving Data and Data Governance, and Tokenisation. Ashley's latest insights are a must-read for anyone in the AWM industry. Take a moment to read them.

The problem with OTCs!

OTC derivatives are now commonly used right across the asset management industry. They are based on virtually every asset class. At the end of 2022, they had an incredible notional market exposure of $618 trillion and a market value of $20.2 trillion, dwarfing the equity, bond and listed derivative markets.
The operating model to support OTCs, however, continues to pose many challenges. Raphael De Santos discusses typical pain points clients experience.

Is “traditional” Data Governance failing?

As part of its regular Signals forum for Senior Executives, Davies recently conducted a roundtable event on Data Governance. Our purpose was to revisit the subject since our last Signals event on this topic in Q4 2019; one of the themes we focussed on was – Is “traditional” Data Governance failing?  The event generated strong interest and was attended by practitioners from many leading asset and wealth management firms. Arvi Gujral explores why the conventional approach falters and what’s needed to make it work.

Clearwater Analytics collaboration with Davies

Last year, we collaborated with Clearwater Analytics on a research paper. Recently, we teamed up again to present at SZ Insurance Day. During the event, Tina Wilkinson discussed the importance of shaping efficient operating models for the future. Many insurers are looking to move towards a Digital Operations and Client Experience model. However, there is still a long way to go. If you're interested in learning more about how our Asset and Wealth Management team can help you with this, please get in touch.

The evolution of Asset Liability Management and the operational challenges it faces today

The recent economic changes, including high inflation and rising interest rates, have brought Asset Liability Management (ALM) into the spotlight. To understand its current challenges, it's important to look at its evolution over the past 25 years. Raphael De Santos discusses the impact of interest rate and inflation fluctuations on systems and processes, emphasising the need for advanced ALM solutions in today's financial landscape. Read his article below.

What does it take to deliver Data Governance excellence?

Explore best practices in data governance with Davies' latest insights. Learn how a federated model, executive buy-in, and a data-centric culture can drive excellence. Discover practical steps to prioritize data requirements, apply appropriate governance levels, and foster a "Data as an Asset" culture. Gain valuable tips on implementing governance iteratively and ensuring consistent focus across business and technology programs. This is Arvi Gujral's second article on Data Governance, with another one due to come.