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outsourcing

Protection

Aegon UK outsources protection admin to Serco

Aegon UK is in exclusive talks with third-party specialists Serco regarding outsourcing the administration of its protection business.

clock 05 July 2012 •

Wrap/platforms

Novia adds stockbroker's model portfolios to platform

Novia has expanded its discretionary fund manager range with the addition of stockbroker EFG Harris Allday to the platform.

clock 26 March 2012 •

Insurer

Friends Life outsources heritage book

Friends Life has announced completion of the outsourcing on IT and Customer Service functions of its UK Heritage business.

clock 09 November 2011 •

Multi-manager

Is multi-manager the ultimate outsourcing solution?

Gary Potter, co-head of Thames River Capital, explains how outsourcing to a multi-manager can boost your business' profitability

clock 27 October 2011 •

RDR

Time's almost up, so what are you going to do about investment?

There are five investment processes your firm can offer in a post-RDR world

clock 20 October 2011 •

Investment

Five steps to choosing a discretionary fund manager

How to vet DFMs before outsourcing your investment function...

clock 13 October 2011 •

Investment

How offering clients direct positions boosts diversification

Graham Coxell, chief executive of Rowan Dartington, explains why offering clients direct positions in combination with multi-manager solutions adds another layer of diversification...

clock 14 July 2011 •

Your profession

Video: The DFM v platform asset tug o' war

Fraser Donaldson, insight analyst for funds at Defaqto, says discretionary fund managers (DFMs) are actively targeting the IFA market and providing another choice for advisers.

clock 30 June 2011 •

Your profession

Discretionary managers winning outsourcing war

Multi-manager outsourcing solutions have suffered a decline in popularity as advisers turn to discretionary managers who have seized the opportunity presented by regulatory change to grab market share.

clock 02 June 2011 •

Your profession

Blog: Should you be outsourcing?

Business consultant Steve Billingham weighs up the pros (mainly) and cons of outsourcing

clock 05 May 2011 •
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