Front Office 2018: Structuring the Front Office for Scalability

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.

Event Information

15:00 – 16:00    Registration and Refreshments

16:00 – 16:05    Introduction: Master of Ceremonies, Dr Tim May

16:05 – 16:25    Daryl Roxburgh, BITA Risk

16:25 – 16:45    Adrian Hull, Kames Capital

16:45 – 17:05    Steve Kelly, Euro IRP

17:05 – 17:30     Networking Break

17:30 – 17:50     Patrick Reim, Compeer

17:50 – 18:10     Andrew Williams, Schroders

18:10 – 18:30     James Lawson, Tribe Impact Capital

18:30 – 19:00     Front Office Panel Session

Andy Brodie (Standard Life Wealth), Paul Jones (WH Ireland), Sarah Soar (JM Finn), Stuart Newey (Coutts)

19:00 – 19:05     Summary: Master of Ceremonies, Dr Tim May

19:05 – 20:00     Networking, Drinks and Canapés

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