Right to the Source: The Truth about Outsourced Trading

Fireside Chat with Rathbones' Bryn Jones

25th January 2024, 3pm GMT


In March 2022, Rathbones Unit Trust Management (RUTM) appointed Ergo to select an Outsourced Trading partner for them.

Despite reservations about the benefits of outsourcing their trading function, the project was a success and a year on, opinions about outsourcing have changed.

In this first fireside chat hosted by Ergo, join David Berney as he catches up with Bryn Jones, Head of Fixed Income at Rathbones to discuss his initial reluctance to appoint an outsourced trading provider, explore how his opinion has changed and review the situation a year after going live.

Join David and Bryn as they delve into the aspects of the project that exceeded expectations, and the areas that are still a work in progress.

This fireside chat is being hosted by The Realization Group on behalf of Ergo Consultancy


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