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.

 

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

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

Wealth Management: The Yearly Review 2018

Wednesday 27th June 2018
08:00 - 13:00

Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.