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15 handpicked stocks

Banking's Big Outsource: What Lies Beyond This Move

Citigroup is partnering with BlackRock, transferring $80 billion in wealth assets to be managed by the world's largest asset manager. This move signals a broader industry trend of major banks outsourcing investment management, creating opportunities for specialized asset managers and financial technology providers.

Author avatar

Han Tan | Market Analyst

Published on September 5

Your Basket's Financial Footprint

Market capitalisation breakdown for the stock basket 'Banking's Big Outsource: What Lies Beyond This Move'.

Key Takeaways for Investors:
  • Large-cap dominance suggests lower volatility and closer broad-market tracking, likely reducing portfolio risk versus small-cap baskets.
  • Best used as a core holding for diversification, not a speculative, high-growth position.
  • Expect steady long-term appreciation rather than explosive short-term gains; growth is likely modest and gradual.
Total Market Cap
  • BLK: $175.26B

  • C: $175.80B

  • JHG: $6.57B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Major banks are increasingly outsourcing investment management to specialised firms like BlackRock. This strategic shift allows banks to focus on their core strengths whilst partnering with world-class asset managers and technology providers to enhance client services and operational efficiency.

2

What You Need to Know

This group includes both the direct beneficiaries of outsourcing deals - large asset managers - and the technology enablers that provide critical infrastructure. The trend represents a structural change in how wealth management operates, creating opportunities across the financial services ecosystem.

3

Why These Stocks

These companies were handpicked as key players positioned to benefit from the banking outsourcing trend. They include established asset managers likely to win partnership deals and fintech firms providing the sophisticated platforms and analytics that make these partnerships possible.

Why You'll Want to Watch These Stocks

🤝

Partnership Goldmine

The Citi-BlackRock deal could be just the beginning. More banks are likely to follow suit, creating a wave of lucrative outsourcing partnerships for asset managers and tech providers.

Efficiency Revolution

Banks are realising they can't do everything in-house anymore. This shift towards specialisation is creating massive opportunities for companies that excel in specific areas of wealth management.

🎯

Industry Insiders' Choice

These are the companies that financial professionals are turning to when they need world-class investment management and cutting-edge technology solutions.

Get the full story on this Basket. Read our detailed article on its risks and potential.

Read Full Insight

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