PIMFA
- This event has passed.
Last year Compeer discovered that a loss of control and data security concerns were the most common worries for wealth management firms when considering the use of outsourcing. In fact, the view that outsourcing comes with greater risks is highlighted in all of the top five concerns relating to the topic.
Compeer will this year ascertain how founded these concerns really are. Through peer-group interviews and analysis of our extensive database on the UK wealth management industry, we will examine the risks and benefits of outsourcing and provide the answers to follow:
• What are the key considerations when building a compelling business case to outsource?
• What can be learnt from the experiences of wealth management firms who are already outsourcing?
• How does the perception compare to the reality of the services being offered by outsourcing firms?
There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.
CPD certificates will be issued shortly after the seminar
