Webinar
The lean operational machine: Future outsourcing for financial services
Join our expert panel to see how financial services firms can build lean, compliant, and scalable operations using smart outsourcing, automation, and strong internal controls.
About the webinar
On-demand
45 minutes - Recorded on 18 March 2026
Financial services firms are under constant pressure to stay lean and scale quickly, while satisfying increasingly demanding regulators and institutional allocators. But how lean is too lean? The challenge is that “lean” can quickly become “fragile” when firms over-outsource, under-resource, or lack the internal oversight regulators now expect.
Webinar details
This webinar brings together an expert panel to explore the new operating model for the tech-enabled fund manager, one that blends targeted delegation, smart outsourcing, and automation to create a high control, lower headcount organisation that can scale without operational disruption. You’ll gain practical insights on designing a resilient, regulator-friendly, and scalable operating model, freeing your investment teams to focus on performance while keeping the operational engine strong, efficient, and future-ready.
Please access the recording below.
What you’ll learn:
- Outsource, automate, or keep in-house? Learn how to strike the balance that protects regulatory credibility and investor confidence.
- Rethink the playbook: Discover how automation, APIs, and AI-driven service models let managers run leaner teams without losing control.
- Spot fragility early: Understand the hidden risks of being “too lean” and the red flags regulators and allocators watch for.
- Hire smart, scale faster: Identify the strategic roles that matter most as AUM grows and why over-relying on external partners can backfire.
- Proven strategies: See how today’s most successful financial services firms combine internal control with expert external leverage to scale efficiently.
View now to hear practical insights from experts on running leaner teams without sacrificing oversight or control.
Speakers
George Watson
Managing Director, Mirador Solutions Consultancy
George is Managing Director of Mirador Solutions Consultancy, a buy-side focused full lifecycle consultancy specialising in the technology and data domains. Prior to Mirador, George ran Technology, Data and Change for Tesco Pension Investment, a UK asset owner/asset manager.
Ian Forrest
CEO, OSMO Partners
Ian has over 25 years of experience in the investment management industry, primarily focused on middle office and operations within hedge funds. In 2011, he founded OSMO Partners and is now using his broad experience to assist clients in building out and implementing efficient operating models.
Henry Duncombe
Managing Director, Lanware
Henry is the Managing Director of Lanware and its vision to be the leading technology outsourcing partner to the financial services industry.
Dan O’Hara
Chief Technology Officer, Lanware
As the CTO of Lanware, Dan brings over a decade of experience in the design and delivery of IT technology, helping financial services organisations leverage the power of the cloud to drive innovation and growth.
Facilitator
Bryn Morgan
Head of Business Development, Lanware
Bryn runs business development and client relationships at Lanware with over 25 years of experience as both a client and provider of technology services. Bryn regularly speaks to COOs within investment management and acts as a strategic advisor to Lanware clients.
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