We are continuing to monitor official advice and the global position on a daily basis, in close liaison with our clients and teams in all locations. Our priority remains the well-being of our people, our relationships and our commitment to the long-term sustainability of our sector.
If you’re thinking about outsourcing, do it right
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 Sionic merger