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Outsourcing

The growing trend for investment managers to outsource non-core functions has driven the expansion of RBC Dexia’s outsourcing business, when now extends beyond traditional custody and fund accounting. RBC Dexia offers a broad range of capabilities such as fund administration, transfer agency, risk management compliance monitoring and performance measurement.

Transitions to an outsourcing provider can be complex. RBC Dexia has established a highly collaborative and disciplined approach toward establishing outsourcing partnerships. Our approach begins by conducting a detailed operational review that clearly captures all client requirements. This is followed by a comprehensive risk review process and the development of a detailed project plan that mitigates the probability and impact of operational, financial and reputational risks during transition.

Rigorous, systematic planning helps ensure a smooth transition of functions to RBC Dexia. From start to finish, a dedicated project manager, supported by a dedicated team of subject matter experts, manages all transition activities as well as all interactions between our experts and our clients.

Learn more:
RBC Dexia’s latest publication, A practical guide to outsourcing partnerships, provides an end-to-end view of the steps that should be considered when entering an outsourcing partnership. Developed by Kingston Smith Consulting LLP, the guide features 11 key topics from making the initial decision to outsource through to live operations.

To learn more, we encourage you to download our free guide. And for more information on RBC Dexia’s outsourcing capabilities, please contact us:

Brent Wilkins
Head, North America
Sales & Distribution
Tel: 416 955 2495
Email: brent.wilkins@rbcdexia.com

Simon Shapland
Head, Europe
Sales & Distribution
Tel: +44 (0) 20 7029 7811
Email: simon.shapland@rbcdexia.com

Scott McLaren
Head, Asia Pacific Sales & Distribution
Tel: +852 2978 5656
Email: scott.mclaren@rbcdexia.com

Blair McPherson
Head, Technical Sales
Market Products & Services
Tel: +44 (0) 20 7029 7812
Email: blair.mcpherson@rbcdexia.com

Emma Crabtree
Head, Multi-market Sales & Distribution
Tel: +44 (0) 20 7653 4485
Email: emma.crabtree@rbcdexia.com

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