White Papers
Market data services flash survey findings
In 2017 we completed a ‘flash survey’ among our clients to assess their use and experience of market data providers – for the provision of index data, security reference data, prices and fundamental data. Download our white paper to learn more
Digital and the role of the transfer agent
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 to learn more
Wealth management technology
There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry. Down load our white paper to learn more
If you’re thinking about outsourcing, do it right
In a recent survey conducted by Knadel, 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
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
Dear CEO – a view on risk migration
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