Outsourcing Banking, Financial Services Operations

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms in the UK

14 May 2024

In the dynamic landscape of UK-based wealth and asset management firms, the paradigm of outsourcing is undergoing significant shifts, driven by a confluence of factors such as technological advancements, regulatory pressures, and evolving client expectations. We have noted a growing trend among clients in the UK, towards requesting service deliver...

Digital assistants: Alleviating burdens permeating wealth management

07 Feb 2022

By 2030, according to multiple management consulting firms, advisers will gradually shed their role as investment managers and become more like wealth coaches who advise clients on their financial wellness needs more broadly. In order to profitably serve customers, wealth firms will need to be radically leaner than they are today and set a rising ...