Clients’ View 2019: Planning for the Future

With increased complexities and rising costs of living, planning for the future is at the forefront of many investors’ minds. These tasks, whether it be inheritance tax planning, retirement planning or all-round wealth planning, are traditionally undertaken by a professional adviser or IFA. However, an increasing number of wealth management firms are now looking to bring these services in-house, thereby providing a one-stop shop for investors, meeting all of their financial needs.

But what exactly do these investors expect and demand from a planning service, how much are they willing to pay for it, and at what age should these discussions be taking place? Also, is the prospect of having all financial services provided by one firm an attractive proposition for them?

To answer these, and many more questions relating to planning for the future, Compeer will be interviewing 1,000 high net worth and affluent investors to ascertain their views. Join us on the 4th December when we will share the key findings, whilst being joined by a variety of guest speakers with expertise in this area.

 

There is no charge for this seminar for representatives of wealth management firms and private banks. A charge of £250 + VAT per ticket applies for service providers.

CPD certificates will be issued shortly after the seminar

Event Information

08:15 – 09:00            Registration & Breakfast

09:00 – 12.00            Presentations

12:00 – 13:00           Networking, drinks and canapés

Further details to follow …

Please complete the form below to register for the event. If you are experiencing any problems viewing the form please email events@compeer.co.uk to submit your registration.

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We will use the data you provide on this form to contact you with joining instructions for the event and to provide CPD certification following your attendance. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

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Other upcoming events

Realising the Benefits of Technology Outsourcing

Wednesday 2nd October 2019
15.30 - 20.00

For this year’s Outsourcing event, Compeer will be focusing on technology spend in the wealth management industry and evaluating the role technology outsourcing has in driving efficiency and innovation.