With technology increasingly at the forefront of wealth managers’ service ranges, Compeer will again be interviewing senior executives within technology to understand their views on the latest developments and where they see a need for improvements going forward.
The research will identify who is in charge of developments from the client to the wealth management firm to the technology provider? Who is currently driving change and who should be going forward?
Further details to follow …
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