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           Athena Global

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

16:30 – 16:45           Objectway

16:45 – 17:15           Panel Discussion

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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Wednesday 28th April 2021
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Whilst the industry’s technological capabilities remain immature relative to the financial services sector, there is now an unprecedented need for wealth management firms to address changed client expectations and to utilise technology to transform their service delivery and operating model

Our webinar aims to look more closer at this opportunity and highlight the role WealthTech can play in the following areas:

– Enhancing client experience through digital channels
– Shaping the future of the workplace
– Reducing operating costs through new efficiencies

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Thursday 13th May 2021
16:00 - 17:00

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September 2021
To be confirmed

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