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T-shaped technologists — a manifesto for the new career reality

Today’s technology career models (if they even exist) are failing financial services (FS) firms. Paul Butler, Mark Brotherwood and Colin Holmes discuss a new manifesto for technologists in financial services. Download our white paper to learn more

  • White paper
  • Banking
  • Expert & talent management
  • Leadership development
  • Organisational development

High performing technologists

Initial findings from new research shows banks face major challenges attracting, retaining and motivating the very best technologists. Download our white paper to learn more

  • White paper
  • Banking
  • Expert & talent management
  • Technology

SFTR Securities Financing Transaction Regulation – changes and challenges to address now

SFTR is due to hit users of securities financing, including those lending securities, and the wider collateral markets in just over a year’s time. Download our white paper to learn more

  • White paper
  • Asset & wealth management
  • Banking
  • Regulatory-driven change

Market data services flash survey findings

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

  • White paper
  • Asset & wealth management
  • Benchmarking
  • Outsourcing

Risk culture — six steps to success

We believe it’s time to take a strategic approach to tackling the fundamental underlying issues that surfaced in the banking crisis

  • White paper
  • Banking
  • Industry networks
  • Risk

Digital and the role of the transfer agent

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

  • White paper
  • Asset & wealth management
  • Technology

Wealth management technology

There are some aggressive statistics being bandied about wealth management just now. Apparently, social media and mobile technology is about to transform the industry as we know it. So, are we really on the cusp of a technical revolution? Advice for technology vendors to the wealth industry. Down load our white paper to learn more

  • White paper
  • Asset & wealth management
  • Technology

If you’re thinking about outsourcing, do it right

In a recent survey conducted by 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 and learn more

  • White paper
  • Asset & wealth management
  • Operating model
  • Outsourcing

Wealth manager business barometer

The wealth management industry in the UK has been subject to an unprecedented level of change over the last five years. Gilly Green reports on changes affecting business operating models based on our surveys among wealth management firms and providers of outsourced services to wealth managers. Down load our white paper to learn more

  • White paper
  • Asset & wealth management
  • Benchmarking
  • Operating model
  • Outsourcing

Dear CEO — a view on risk migration

The ‘Dear CEO’ letter on outsourcing issued by the FSA (now FCA) in December 2012 was prompted by the regulator’s concerns around the deficiencies and inconsistencies exhibited by the asset manager community around their management and oversight of material outsourcing relationships. Download this white paper to learn more

  • White paper
  • Asset & wealth management
  • Operating model
  • Outsourcing