Wealth Management: The Yearly Review 2018

Despite all the pressures the industry faces, year after year the UK Wealth Management Industry delivers record results and continues to grow. Find out if this continues to be the case at Compeer’s yearly review conference.

We will be sharing all the key trends from our business performance benchmarking survey, which has now been running for more than 25 years. Discover the latest figures for Investment Assets as the industry approaches the £1 trillion mark. Have profits been squeezed as many predicted? Is the return on assets still on the decline? Where do the firms see the priority for investment and how has this changed in recent years? Which business models have had most success?

All this and more will be unveiled at the conference, where Compeer will also be joined by industry experts and panel discussions to share their views.

 

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, Bruce Weatherill

09:05 – 09:25    Peter Smith, TISA – “Fintech Frontiers – Regulating the Robots”

09:25 – 09:45    Peter Tyler, UK Finance – “Private Banking and Wealth Management Sector Priorities”

09:45 – 10:15    James Brown, Compeer – “Latest trends in UK Wealth Management”

10:15 – 10:45     Networking Break

10:45 – 11:15     Nicky Morgan MP, Chair of the Treasury Select Committee – “From diversity to digital currency: priorities for the Treasury Committee”

WATCH NICKY’S SPEECH

 

11:15 – 11:35     Liz Field, PIMFA – “Wealth Management – The Next Agenda”

11:35 – 11:55     Thibaut Jacquet-Lagreze, Avaloq – “Embracing the digital revolution in wealth management”

11:55 – 12:30     CEO Panel Session

Charlotte Ransom (Netwealth Investments), David Cobb (Smith & Williamson Investment Management), David Durlacher (Julius Baer), Tracey Davidson (Handelsbanken Wealth Management)

12:30 – 12:35     Summary: Master of Ceremonies, Bruce Weatherill

12:35 – 13:00     Networking and Canapés

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