Your contact partners

Many years of management experience in different business areas make us your expert contact partner in all corporate issues.

Mr Stephen Davies

Majority owner of Advise Wise Consultancy


Professional development:

1984 to 1994

Numerous operational roles within Royal Bank of Scotland Global Custody Division - Senior Assistant Manager Income and Corporate Actions.


1994 to 2001

Operational roles moving on to project management & system development roles with SBC - UBS Warburg leaving as Director within change management division.


2001 - current

Created Advise Wise Consultancy Limited with principal view to provide consultancy and project management services to the Investment Bank and Global Custodian financial sectors.


Areas of expertise

  • Programme / project management ( Prince 2 Practitioner )
  • Operational processes within Equities / Fixed Income
  • Corporate Action and Income processing
  • Tax processing / reporting ( US QI , FATCA )
  • Vendor application assessments