Outsourcing Conference 2016

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.

Event Information

15:30 – 16:00    Registration and Refreshments

16:00 – 16:10    Introduction: Bruce Weatherill, Master of Ceremonies

16:10 – 16:30    Brett McLaren, Saxo – The UK Wealth Management space and the technology gap

16:30 – 16:50     Toby Crick, Bristows LLP

16:50 – 17:10     Bharat Bhushan, IBM – How Outsourcing Can Help You Innovate

17:10 – 17:25     Nikolai Lysiuk, ComPeer – Research Findings

17:25 – 17:55     Networking Break

17:55 – 18:15     Chris Longden, Avaloq – An International Perspective on Outsourcing

18:15 – 18:35     Deirdre Jennings, Multrees – A Shared Service Model? Maintain Flexibility and Define Your Appropriate Level of Control

18:35 – 19:10     COO panel discussion

19:10 – 19:15     Summary: Bruce Weatherill, Master of Ceremonies

19:15 – 20:00     Networking, Drinks and Canapés

Research Partner

Media Partner

Sponsors

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