Compeer’s latest Industry Report revealed that just 39% of the firms in the UK wealth management industry were scalable. Scalability is a key issue in particular for the wealth management front office, and Compeer’s 2017 research into the department found that 64% of firms believed there was a conflict between trying to provide key clients with a high end client experience that felt individual and was at the same time scalable.
However, with just under half of firms aiming for approximately 100% growth in assets under management over five years, how should their front offices be structured in order to achieve this growth in a scalable way?
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.
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.