The wealth management industry is a highly competitive market, with client expectations ever increasing.
Any edge you can give your business to make it more agile and responsive and to help differentiate it from your competitors could be critical to your success.
Compeer’s in-depth knowledge and understanding of how you and your peer groups behave in terms of staff performance, profitability and productivity will equip you to make informed comparisons and embrace the changes necessary to give your business an important edge.
Compeer was created specifically to keep our clients in touch with their industry, their peers and their own performance through a number of sophisticated information tools and services.
Ultimately we can help you make the business-critical decisions that will keep your business ahead of the competition.
Having joined Compeer in June 2015, Bhaven is responsible for managing our existing wealth management and private banking client relationships. In addition, he is developing relations with asset management firms to extend our business performance benchmarking service.
Prior to working at Compeer, Bhaven worked in equity sales for HNWI clients at Whitman Howard. He graduated from The London School of Economics, where he studied Economics and Economic History. He is a member of CISI, holding the IAD qualification.
James joined Compeer in October 2006 as an Analyst following his graduation from The University of Warwick, where he studied Mathematics, Operational Research, Statistics and Economics.
Today he manages Compeer’s team of Analysts. He has widely presented key trends in the UK Wealth Management Industry, with in-depth experience of providing statistical analysis of firms’ business performance. He regularly provides recommendations during presentations to Executive boards and is actively involved in bespoke research projects.
Maya joined Compeer Ltd as an Events Manager in the Spring of 2018. She oversees a busy programme of internal and clients’ events, webinars, and research projects.
Prior to that, she was a Front of House Manager at Royal Bank of Scotland looking after various buildings from their portfolio for over 8 years.
Having completed bachelor’s and master’s degrees from the University of Economics in her home city of Varna (Bulgaria), Maya moved to the UK in December 2000, enjoying a few years of fun experience in the hospitality industry including managing an independent wine bar in the City of London.
Bruce is a Chartered Accountant with over 35 years financial services industry experience around the world. He was a partner in PwC for 20 years providing both audit and a wide range of consultancy services, particularly in the areas of private banking, wealth management and investment management. Bruce now has his own consultancy practice, has been a Non-Executive director of Compeer since August 2010 and is helping the company create a range of new services for the wealth management and investment management industry.
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