White papers | Wealth manager business barometer

Sionic has become Davies Learn More

Wealth manager business barometer

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

Gilly Green reports on the findings from research among UK wealth management firms and providers of outsourced services to wealth managers. “The drivers for change to a business operating model, however, are not all about the doom and gloom,” she says.

Download our white paper by Gilly Green

Note: This whitepaper was first published by Catalyst prior to the Davies merger

Explore more white papers

Asset & Wealth Management

A perfect storm for the future of dealing

A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.

Asset & Wealth Management

Post-pandemic strategic leadership in wealth management – how to set the right direction?

COVID-19 has had a lasting impact on every sector. No-one knows exactly what happens next. So where to start – and how to set the right direction?

Asset & Wealth Management

Corporate action risk mitigation

How to minimise risk and maximise performance in a post pandemic world