Clients’ View Webinar: Have client expectations evolved?

Throughout the pandemic the UK wealth management industry has continued to grow, highlighting its resilience in all market conditions. Many clients have therefore stayed with their current provider, even in periods of severe market downturns.

However, further growth is far from inevitable and client expectations are likely to have changed in the past year – not only with the desire for firms to embrace new digital offerings, but also increasing demand for ESG and other sustainable investments as more consider how they can have a positive impact in a world that is full of uncertainty.

In Compeer’s annual review of the Clients’ View we will be sharing research findings from 500 affluent and high net worth investors, ascertaining along the way exactly how client expectations have evolved in the past year and where they wish to see wealth management services progress going forward.

We will also be joined by guest speakers to share their expert views on delivering the best service to clients, as well as a panel of wealth management professionals to share their first-hand experience.

Please use the form below to register your interest in attending this webinar. A member of the Compeer team will then be in touch shortly.

There is no charge for this webinar for representatives of wealth management firms and private banks. A charge of £100 + VAT applies for service providers.

CPD certificates will be issued shortly after the webinar.

Event Information

Further details to follow …

Please complete the form below to register your interest in this webinar. If you are experiencing any problems viewing the form please email events@compeer.co.uk and a member of our team will get back to you.

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Other upcoming events

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An update for 2021 reviewing changes to remuneration packages for the UK wealth management industry.

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Our webinar aims to look more closer at how cost reductions and productivity gains can be achieved.

Webinar: Building diversity in the wealth industry

Thursday 9th December 2021
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All wealth management firms now consider diversity & inclusion (D&I) as a core part of their people strategy and in turn are thinking about how it applies to their overall recruitment & retention strategy. However, the industry needs to accelerate the pace at which they respond to the country’s diversity and this will become increasingly important as firms consider their future client base.

Individuals, particularly Millennials, want to work in an environment that promotes D&I and clients will expect to deal with more diverse wealth managers in the future. The industry cannot risk being left behind.