Is outsourcing good for all wealth management firms?
ComPeer will explore how wealth managers can use outsourced services to improve the profitability of their businesses and support their plans for growth. We will present research as to which type of firms will gain most from outsourcing, which functions to outsource, which functions to not outsource and how to get the best value for money. This research will provide practical and pragmatic advice as to when you should outsource and on what basis outsourcing decisions should be made.
As part of the event ComPeer will also present two short case studies which examine how two of our clients outsourced IT and outsourced operations. The presentation will cover how the decision to outsource was made, how the outsourcer was selected, what went well and what were the pitfalls.