Equiniti wealth management report

24 February 2014

The back office: not a differentiator, but a business enabler.

In the context of the significant changes impacting the wealth management industry, Equiniti has prepared this report in association with thought leaders to explore the challenges in more detail. Whilst regulation is the most touted, rapidly changing customer expectations are also placing increased pressure on UK wealth managers.

This report aims to help senior level executives consider the need to focus on proposition and brand; the position of the middle and back office in the equation of business development; outsourcing as a potential solution and the internal and external influences impacting the market.