Front Office 2018: Structuring the Front Office for Scalability

Compeer’s latest Industry Report revealed that just 39% of the firms in the UK wealth management industry were scalable. Scalability is a key issue in particular for the wealth management front office, and Compeer’s 2017 research into the department found that 64% of firms believed there was a conflict between trying to provide key clients with a high end client experience that felt individual and was at the same time scalable.

However, with just under half of firms aiming for approximately 100% growth in assets under management over five years, how should their front offices be structured in order to achieve this growth in a scalable way?

Compeer will be drawing from our extensive database of over 20 years’ worth of benchmarking data in order to investigate the effects of the following on scalability: front office productivity, service offering, organisational structure, and reward structures.

Event Information

15:15 – 16:00             Registration and Afternoon Tea

16:00 – 19:00             Presentations

19:00 – 20:00             Networking and drinks

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.

Other upcoming events

WealthTech 2018 – Using Technology to better understand your Clients

Wednesday 21st March 2018
16:00 - 20:00

Compeer’s WealthTech 2018 event will explore how firms can use data and systems in order to best serve existing clients, and to use this knowledge to attract new clients.