Wealth Management: The Yearly Review (2017)

Compeer will be sharing the latest results from its annual benchmarking survey, highlighting the business models of the winners and losers within the UK Wealth Management industry.

Additionally, hear the expert views of our research partners, the industry’s trade bodies, a CEO panel and guest speakers.

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 and Breakfast

09:00 – 09:05           Introduction: Master of Ceremonies (Roy Wood)

09:05 – 09:30           Anthony Hilton, Evening Standard

09:30 – 09:45           Ton Kentgens, Ortec Finance

09:45 – 10:00            BBA

10:00 – 10:15            TBC

10:15 – 10:40            Networking Break

10:40 – 11:10            James Brown, Compeer – Latest trends in Wealth Management

11:10 – 11:30            IRESS – Response to the latest trends

11:30 – 11:45            Chris Fisher, Multrees

11:45 – 12:00            Liz Field, WMA

12:00 – 12:30            CEO panel discussion

12:30 – 12:35            Summary: Master of Ceremonies (Roy Wood)

12:35 – 13:00            Networking and Canapés

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.

Research Partner

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