Wealth Management – The Yearly Review 2021

There has never been a year quite like 2020, and let’s hope there isn’t another one like it as the world continues to battle the COVID-19 pandemic.

Multiple industries are fearing for their future, unable to adapt to unforeseeable conditions. However, how has the UK wealth management industry fared?

The industry was a picture of health prior to the pandemic, continuously breaking records in business performance measures such as assets, revenues and profits. It has shown exceptional resilience in the past, and 2020, to its credit, has continued in this manner.

As firms embraced working from home and focussed on digital enhancements, they have overcome the disruption caused by market turmoil in the first half of the year. Find out these results in detail at Compeer’s upcoming Yearly Review webinar, as we take a look back at all of the key trends following our in-depth review of business performance of 160+ wealth managers, private banks and execution only stockbrokers.

Which firms have capitalised on working conditions the best?

Have more records been broken?

Where are the key investment areas for firms?

Have firms managed to address the issues with scalability seen in previous years?

We will also be joined by industry experts to share their views, as well as a panel of wealth management professionals to share their first-hand experience of running wealth management firms throughout a pandemic.

We hope you and your colleagues can join us on 24th June.

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

16:00 – 16:05           James Brown, Compeer – “Welcome & Introduction”

16:05 – 16:15          Neil Bridger, Athena Global

16:15 – 16:30           James Brown, Compeer – “Latest trends in Wealth Management”

16:30 – 16:45           Tariq Khan, Objectway

16:45 – 17:15           Panel Discussion

John Wilson (Avaloq), Jonathan Polin (Sanlam), Peter Flavel (Coutts)

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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James Brown, Head of Client Services – Compeer

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.

Neil Bridger – Athena Global

Neil is a Business Executive from the Financial and Information Technology Services industries with an established career in Senior executive positions for various blue chip companies. He has successfully run the Trading Floor as well as lead the International IT estate within Lloyds Banking Group, as well as key roles in National Westminster Bank.

Moreover, he has extensive experience in IT Outsourcing Commercial Management and Leadership roles in Service Sales in a number of IT Service organisations including IBM and Wipro Technology Services.

This gives Neil in-depth understanding of transitioning and executing key strategies, achieving Revenue, Cost and Service goals with a thorough knowledge of how to thrive and succeed in a UK or a complex International matrix organisation.

Tariq Khan, Director of Client Services – Objectway

Tariq Khan is Director of Client services at Objectway – providers of front to back office software solutions to Wealth managers. Tariq has been working with UK wealth managers for over 10 years with a focus on digital transformation. Recently he has been spending a lot of time with senior executives discussing how firms can make the most of digital solutions in order to improve their client experience and their own operational efficiency.

John Wilson, UK Managing Director – Avaloq

John has over 25 years of delivering technology enabled business outcomes and advice to a world class financial services clients base.  John has operated successfully across banking, wealth and capital markets sectors in both in-house and consulting roles.  John leads Avaloq’s UK and Ireland business and is deeply committed to helping our clients and their customers achieve their wealth management goals through innovative and relentless technology delivery and service excellence.

Jonathan Polin, Chief Executive Officer – Sanlam UK

Jonathan became CEO of the Sanlam UK Group in January 2016 with a clear brief to create a business that is recognised for the quality of its advice, asset and discretionary fund management services. He believes passionately in the value of both financial planning and wealth management, and his goal is for Sanlam to become a UK market leader. Previously, Jonathan served in the army, followed by 26 years working with Prudential, Aberdeen Asset Management, Britannic and, most recently, Ashcourt Rowan where he oversaw its rejuvenation and sale in 2015.

Peter Flavel, Chief Executive Officer – Coutts & Co

Peter joined Coutts as Chief Executive in March 2016.

Before joining Coutts, Peter held the role of Chief Executive Officer of J.P. Morgan Private Wealth Management, responsible for overseeing and expanding the high net worth business and client base in Asia Pacific. He was a member of the Wealth Management Global Operating Committee. Peter also spent nine years with Standard Chartered, establishing their Global Private Bank in 2006.

In 2012 he was named Outstanding Private Banker – Asia Pacific by PBI. Most recently he was voted ‘Best Leader in Private Banking 2015’ at the PWM/The Banker Global Private Banking Awards.

Peter holds degrees in Law and Economics and has attended the Advanced Management Programme at both Harvard Business School and the University of Oxford.

Peter is proud to be a member of the 30% Club, aiming to accelerate progress of gender balance across all levels of organisations.

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Other upcoming events

Webinar: ESG Reporting

Wednesday 30th June
16:00 - 17:00

Client reporting is a critical part of wealth management firms’ relationship with their clients, and as ESG becomes more and more important the focus on how to communicate this information continues to increase. Join our free webinar to listen to industry specialists explain the current landscape, potential future developments, the regulatory horizon, and what practical steps you can take now to improve your ESG reporting.

Webinar: Making the business case for ESG

Wednesday 15th September 2021
16:00 - 17:00

Compeer will share the latest research findings related to ESG in the UK Wealth Management Industry.

WEBINAR – Remuneration – Winners and Losers 2021

Thursday 30th September 2021
16:00 - 17:00

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

We will also include an insight into recruitment and HR challenges currently being faced by the sector.