Although often viewed as a cost-cutting measure, outsourcing is really a cost-management measure. It’s not about reducing headcount, but reassigning staff to more effective roles to better support your growth model and allowing you to focus on your core business. Finding the best fit is key ─ a true partner that can provide the custodial, accounting, administration, or all-in-one services needed. One that serves as a natural extension of your organization.
Are you looking to manage costs, increase scalability, and decrease complexity and operational risk? We can help you identify your specific needs and best path forward.
Whether your existing operating model simply isn’t working, or you suspect inefficiencies, we can help determine if outsourcing is the best option.
Do you need an all-in-one specialist or a single-service provider? We will evaluate your needs, allowing you to weigh the risks and benefits of each approach.
You deserve a partner that aligns with your values, size, and corporate culture. We can help you find a true strategic partnership ─ matching you with like-minded firms.
Because you still have a fiduciary responsibility when outsourcing, strong oversight is required. We can help you retain control and develop a robust oversight model.
Inevitably, jobs and processes will change with outsourcing. Change management will be required. We can help you plan for and manage the impact on your firm.
Managing investments within international markets adds complexity when your firm is located in Australia. We can help you meet regulatory requirements and match you with the right service provider.
Cutter has helped numerous asset managers with their strategic operating models, and outsourcing always comes up. Here’s a list of the top outsourcing concerns we most often hear. We can work with you to help mitigate these and ensure that you make the best possible decisions for your organization.
Cutter's Industry Experience and Service Provider Knowledge Working for You
See how the Cutter team can address your outsourcing issues.
Chanelle Crabtree has extensive experience consulting for the asset management industry in Australia for the past 20 years. Chanelle has considerable knowledge and expertise in investment management, outsourcing, and the development of operational models that support the investment management lifecycle. Chanelle leads Cutter Associates’ Investment Operations and Outsourcing practice, and oversees Cutter’s Australia office. She has decades of experience working for investment management firms, custodians, and consulting firms, in roles that included middle-/back-office operational, business analyst, project management, consulting, and senior management. She has a deep understanding of investment management, covering the operational, governance, and system requirements to support all types of clients, products, and asset classes.
A former Director at Deloitte, Chanelle led key engagements, particularly for complex clients with diverse asset classes, covering target operating model design, sourcing, and implementation. Prior to Deloitte, Chanelle was a Lead Consultant at Morse Consulting Pty Limited, where she led various engagements that covered target operating model design, sourcing of custodians/systems, and implementations with investment managers and superannuation clients.
William is a proven initiative-taking leader with proficiency in managing, defining and implementing innovative technology, operations and client data management solutions in the Asset & Wealth Management industry. Experience working with tier 1 asset, wealth, pension & superannuation fund managers in multiple global jurisdictions, including Australia, Asia, United States and Europe.
He has extensive knowledge of the full suite of front to back-office processes and technologies with experience devising, developing and delivering strategies in Australia as well as globally. He specializes in managing high performing delivery teams with direct involvement in technology, operations, data management, front office teams, and senior stakeholder management.
William spent 17 years at JPMorgan, initially focusing on client reporting solutions for asset managers and pension funds within the Securities Services business in London. After relocating to New York he was a central figure in the design and development of their first strategic mobile enabled, global client reporting and data management solution that was ultimately central to the client implementation effort.
Following his time in Securities Services William then took a key role in the Asset & Wealth Management Technology leadership where he was responsible for the delivery of portfolio management and portfolio implementation tools for the Private Bank Discretionary business, including; pre-trade controls, mandate management portfolio/model management and discretionary product launches. A key part of this role included managing the relationships with the Portfolio Management & Trading teams as well as senior Middle Office stakeholders. In addition to that William was a lead stakeholder in the selection process for appointing an outsourced Custodial service provider for a new product line.
In moving to Sydney William took a role as Fund Services Product Manager where a core function was to lead the response to Custodial RFPs.
Following his career in the industry William moved into consulting where he has led the search, selection & implementation of various platforms and the establishment of associated operational processes across the Australian asset, wealth and superannuation industry. This has included the implementation of Matrix and establishment of the data governance framework and middle office function. Most recently he is leading the program to define & deliver an investment platform for a major superannuation fund.
William holds a Bachelor of Commerce (Honours) from the University of Edinburgh.
