In this survey originally conducted as Knadel, wealth management firms were asked about their business operating models. It came as no surprise to hear that more and more of you are choosing to outsource business functions, but what was surprising was the extent of the outsourcing that is being undertaken.
Download our white paper from Gilly Green
Note: This whitepaper was first published by Catalyst prior to the Davies merger
We are at the start of a surge in digitalisation in client communication
Mind the information gap: how to avoid deal value degradation
The wealth management industry in the UK has been subject to an unprecedented level of change over the last five years. Gilly Green reports on changes affecting business operating models based on our surveys among wealth management firms and providers of outsourced services to wealth managers. Down load our white paper to learn more