Wealth Management: The Yearly Review 2019

Following a year of political uncertainty, more regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped?

Find out how it has fared, the key areas of growth, and which business models have delivered the greatest degree of success.

Compeer, which has been running the annual business performance benchmarking survey for over 25 years, will be pleased to share the answers with you. Join us on the morning of Tuesday, 18th June to discover the details of all the latest key trends. Additionally, hear the expert views of our research partner, 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, Bruce Weatherill

09:05 – 09:25    John Barrass, PIMFA

09:25 – 09:55    Sir Ivan Rogers

09:55 – 10:25    James Brown, Compeer – “Latest trends in UK Wealth Management”

10:25 – 10:45    Abhijit Rawal, KPMG

10:45 – 11:10     Networking Break

11:10 – 11:30     Peter Tyler, UK Finance

11:30 – 11:55     Robert Rubinstein, TBLI Group

11:55 – 12:15     Andrew Foster, Iress

12:15 – 12:55     CEO Panel Session (moderated by George Parker, Financial Times)

12:55 – 13:00     Summary: Master of Ceremonies, Bruce Weatherill

13:00 – 13:30     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.

We will not share your data with any third party except at your explicit request. The name and company name you provide in this form will, however, be visible to other attendees at the event you have registered for.

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

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Tuesday 21st May 2019
15:30 - 20:00

Compeer will be using its extensive database to highlight the key features within the front office for the most efficient firms and how these have changed over time.

Outsourcing Conference 2019

Wednesday 2nd October 2019
15.30 - 20.00

Compeer will be interviewing Chief Operating Officers within the Wealth Management Industry to understand the latest views regarding outsourcing and sharing the results on the day.

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Wednesday 4th December 2019
08:15 - 13:00

Compeer will again be speaking to 1,000 end investors to understand their views on a hot topic related to Wealth Management.