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
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