Clients’ View Conference 2017: Should I stay or should I go?

Following our tradition from previous years, Compeer will be interviewing 1,000 investors, ranging from mass affluent to high net worth, and will announce the results on 29th November.

The focus of this conference is always on the view of the clients and this year the questionnaire has been designed to ascertain the main drivers behind what initially encourages a client to join a wealth manager and the needs that must be met if they are to stay with them for the long term. In an increasingly competitive and transparent market it is more important than ever to understand the expectations of the client, otherwise you risk an exodus of your existing client base and are likely to fall down the pecking order for clients seeking advice for the first time.

For example what role does technology play in delivering exceptional client service and do clients class it as a differentiator? In the event of a merger or acquisition, how likely are the clients to stay? How often do clients review the market place to see if there are better alternatives to what they are currently receiving? Do clients place more emphasis on the individual advisor or is the brand and reputation of the firm more important? What time horizon do clients project they will stay with their current advisor?

Find out the answers to these questions and more at Compeer’s conference, where we will be joined by a variety of guest speakers and panels all with expertise within wealth management.

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

08:00 – 09:00           Registration and Breakfast

09:00 – 09:10            Introduction: Master of Ceremonies

09:10 – 09:40            Anthony Hilton, London Evening Standard

09:40 – 09:55            James Howell, Accenture – Clients’ view: Changing client expectations

09:55 – 10:25            Professor Dr Philipp Klaus – Do you want loyalty? Get a Dog. Do you want profitability? Then deliver what gets your customers’ business

10:25 – 10:55            Networking Break

10:55 – 11:25            James Brown, Compeer – Research findings from 1,000 investors

11:25 – 11:40            Farzana Khalil, Multrees

11:40 – 12:00            Dominic Brittain, Cognitive Bias – Understanding hidden thinking of clients and colleagues – cognitive biases and decision making

12:00 – 12:15            Peter Schramme, Objectway – Squaring the circle – ‘how to improve the quality of client service as well as profitability’

12:15 – 12:45            Roger Bootle, Capital Economics – The Outlook for Brexit Britain

12:45 – 12:50            Summary: Master of Ceremonies

12:50 – 13:30            Networking, drinks and canapés

Research Partner

Media Partner


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
16:00 - 20:00

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.

Front Office 2018: Structuring the Front Office for Scalability

Tuesday 22nd May 2018
16:00 - 20:00

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.