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.
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Note: This whitepaper was first published by Catalyst prior to the Davies merger
A number of complex factors are converging to create a potential 'perfect storm', likely to drive strategic change for the dealing function.
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
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