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.