The wealth management industry is a highly competitive market, with client expectations ever increasing.
Any edge you can give your business to make it more agile and responsive and to help differentiate it from your competitors could be critical to your success.
Compeer’s in-depth knowledge and understanding of how you and your peer groups behave in terms of staff performance, profitability and productivity will equip you to make informed comparisons and embrace the changes necessary to give your business an important edge.
Compeer was created specifically to keep our clients in touch with their industry, their peers and their own performance through a number of sophisticated information tools and services.
Ultimately we can help you make the business-critical decisions that will keep your business ahead of the competition.
Mike has spent over 20 years in the wealth management industry. He held senior business development roles in Extel and acted as consultant to Standard & Poor’s, Thomson Financial and a variety of investment systems and software houses. For the last 10 years he has been Commercial Director for Compeer. Mike has an unparalleled list of contacts among leaders in the financial services industry.
Having joined Compeer in June 2015, Bhaven is responsible for managing our existing wealth management and private banking client relationships. In addition, he is developing relations with asset management firms to extend our business performance benchmarking service.
Prior to working at Compeer, Bhaven worked in equity sales for HNWI clients at Whitman Howard. He graduated from The London School of Economics, where he studied Economics and Economic History. He is a member of CISI, holding the IAD qualification.
James joined Compeer in October 2006 as an Analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.
Today he manages Compeer’s team of Analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards and is actively involved in bespoke research projects.
Patrick joined Compeer in February 2018. He graduated from university in 2017 with a BA in economics. While at university, and for some time after, Patrick worked for a fintech company specialising in unlisted equity data provision. His time in this position consisted of researching and defining criteria upon which unlisted companies, and the funders that invest in them, could be judged. He is currently the lead analyst in Compeer’s Front Office research project, as well as taking the leading role in the production of Compeer’s annual Industry Report.
Bruce is a Chartered Accountant with over 35 years financial services industry experience around the world. He was a partner in PwC for 20 years providing both audit and a wide range of consultancy services, particularly in the areas of private banking, wealth management and investment management. Bruce now has his own consultancy practice, has been a Non-Executive director of Compeer since August 2010 and is helping the company create a range of new services for the wealth management and investment management industry.
Dr Tim May is a Non-Executive Director of both Compeer and Investec Wealth and Investment. He was CEO of the Wealth Management Association from 2010 to 2014. Prior to this he was a member of the Executive Management Team at Euroclear and Chairman of Euroclear UK and Ireland, EMXCo and Xtrakter.
Prior to this he was Chief Operating Officer of Gerrard, the UK private client wealth management company, and before that head of UK Operations and joint IT Head Worldwide for Investec. His commercial career began at Chemical Bank, followed by seven years at Citicorp and later at the stock-broking firm Scrimgeour Vickers Asset Management. Before embarking on a career in finance Tim was a Schoolmaster for several years.
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