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 from Jonathan Hammond
Partner
Asset & Wealth Management
The ‘Dear CEO’ letter on outsourcing issued by the FSA (now FCA) in December 2012 was prompted by the regulator’s concerns around the deficiencies and inconsistencies exhibited by the asset manager community around their management and oversight of material outsourcing relationships. Download this white paper to learn more
The survey includes expert insight on achieving a more outcome-focused approach in supporting consumers.
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.