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

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Other upcoming events

Compliance 2018: Preparing for the inevitable

Thursday 8th February 2018
08:00 - 13:00

Introducing and implementing new regulation is now an inevitable element of the UK wealth management compliance department. However, recent Compeer research found that firms perceived the pace of regulatory change to have increased in 2016 compared to 2015. With this in mind, how do they prepare for the inevitable requirement of regulation?

WealthTech 2018 – Using Technology to better understand your Clients

Wednesday 21st March 2018
08:00 - 13:00

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.