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.

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About the author

I have a breadth of knowledge and experience across all aspects of the business, including strategy execution, client proposition, operating model design and outsourcing negotiations.