Re-imaging business process in a digital world can lead to exciting transformation and deliver benefits which go way beyond an initial brief. Our latest work on AML KYC is a case in point for digitalisation as a way of delivering business model innovation.

In our new case study we demonstrate how assessing the adequacy and sustainability of an organisational structure served as the roadmap to roll out meaningful and sustainable changes for a major and well-established organisation in the Investment Management industry.

 The acquisition of RBC Investor Services by CACEIS marks another milestone in the trend towards consolidation of service providers in the Investment Management industry. Acquisitions or mergers in these areas pose significant servicing and operational risks, which Investment Managers ought to be able to pro-actively oversee and manage. In this article, we are proposing a step-by-step approach to create the conditions of such a pro-active oversight, using the example of fund distribution operations as an illustration.

After several weeks of turmoil and uncertainty in the UK, we now have a new Prime Minister in place. While fiscal and budgetary discipline will be the guiding principles of the new Cabinet, details of the policies that will prevail over the next few months are yet to be worked out. In an about turn, what seemed urgent in September now seems to require prudence under Sunak’s stewardship. Has the urgency now passed?