Wealth Management Business Barometer

Wealth Management Business Barometer

Wealth Management Business Barometer

Our survey was carried out against a backdrop of unprecedented regulatory focus and a need for wealth managers to control costs whilst providing scale.

Our objective was to assess whether this has meant a trend towards outsourcing as we have witnessed in the institutional market. We polled BOTH wealth managers and service providers at a level of functional detail not seen before and present back our findings in an extensive report with some interesting results… Download the Executive Summary below or, for the full report (£500.00 + VAT), please contact gilly.green@knadel.com

Executive Summary

Gilly Green

Gilly heads Knadel's Wealth Management practice. Gilly has over 25 years experience in the Wealth Management industry and has both hands-on, practitioner experience working within Wealth Management firms as well as a wide range of change expertise and knowledge, gained during her time as a management consultant.

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