Wealth Management: The Yearly Review (2017)

2016 was a year for the unexpected outcome, with many predicting a significant slowdown in the UK economy as a result.

The UK Wealth Management Industry has showed its resilience in recent years, allowing it to consistently deliver record levels of assets and profits. Find out how it has fared in the last year, where the key areas of growth have been, and which business models have delivered the greatest degree of success.

These results will be based on Compeer’s annual business performance benchmarking survey, which has now been running for 25 years, with the results to be shared on 28th June at Merchant Taylors’ Hall.

Additionally hear the expert views of our research partner, the industry’s trade bodies, a CEO panel and guest speakers such as Anthony Hilton from the Evening Standard.

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 – 09:05           Introduction: Master of Ceremonies (Roy Wood)

09:05 – 09:30           Anthony Hilton, Evening Standard – Wealth management when uncertainty is the new normal

09:30 – 09:45           Ton Kentgens, Ortec Finance

09:45 – 10:00           Peter Tyler, BBA

10:00 – 10:20            Peter Brooks, Barclays Wealth & Investment Management – Behavioural Finance in Wealth Management – 10 years in

10:20 – 10:40            Networking Break

10:40 – 11:10            James Brown, Compeer – Latest trends in Wealth Management

11:10 – 11:30            Andrew Foster, IRESS – Response to the latest trends

11:30 – 11:45            Farzana Khalil, Multrees

11:45 – 12:00            Liz Field, PIMFA

12:00 – 12:30            CEO panel discussion

12:30 – 12:35            Summary: Master of Ceremonies (Roy Wood)

12:35 onwards        Networking and Canapés

Research Partner

Media Partner

Sponsors

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