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.
Mike has spent over 20 years in the wealth management industry. He held senior business development roles in Extel and acted as consultant to Standard & Poor’s, Thomson Financial and a variety of investment systems and software houses. For the last 10 years he has been Commercial Director for Compeer. Mike has an unparalleled list of contacts among leaders in the financial services industry.
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.
Tom joined Compeer in January 2019 having graduated from the University of Leicester with a BSc in Financial Economics. During his time at university Tom attended Katholieke Universiteit Leuven in Belgium as part of the Erasmus program where he furthered his studies into economics, finance, business management and econometrics. He also gained work experience in Beijing on a summer internship for a Chinese consulting firm which specialises on the Belt and Road initiative.
Now, as a member of the Compeer analyst team Tom works on a variety of bespoke research projects looking into different aspects of the Wealth Management industry, presenting the findings at Compeer conferences as well as supporting the team with the annual industry report and benchmarking services.
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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