WEBINAR – Wealth Management: Yearly Review 2020

With 2019 being another year of political uncertainty, regulatory developments, advancing technologies, market volatility, margin compression and evolving investor preferences, how has the UK Wealth Management Industry coped? Also, how have the firms adapted following market turmoil in 2020 after the breakout of COVID-19?

Is growth still on the cards? Have profits been squeezed? Where do the firms see the priority for investment and which business models have had most success?

We will also be sharing the key trends from our business performance benchmarking survey, which has now been running for more than 25 years.

Join us in the afternoon of Wednesday, 17th June to discover the answers from Compeer and find out the views from other guest speakers.

CPD certificates will be issued shortly after the webinar

Please use the form below to register your interest in attending this webinar. When our full agenda is confirmed we will send you a separate link to confirm registration for the webinar.

Event Information

Full agenda of speakers to be confirmed …

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James Brown, Head of Client Services – Compeer

James joined Compeer in October 2006 as an analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.  Today he manages Compeer’s team of analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards, and is actively involved in bespoke research projects.

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