Wealth Management: The Yearly Review 2022

Compeer will share all of the key business performance trends from it’s extensive annual benchmarking survey of the UK wealth management industry.

One record that we know has been broken is that of Assets under Management, with many firms going above and beyond the market growth as assets continue to flow into the sector. It is therefore no surprise that it remains a very tempting industry for new start-ups.

However, a significant proportion of firms are loss making and costs continue to rise. Some are intentional as firms embrace new technology to try and find a differentiator from their peers. But others such as compliance costs are forced upon them and are squeezing margins. 

We invite you to join us at our Yearly Review event, where a wide variety of statistics will be provided that can help to support strategic decisions for any firm in this industry. 

We will also be joined by guest speakers with an array of industry expertise as well as a panel of wealth management professionals, sharing their first-hand views. 

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

There is no charge for this event for representatives of wealth management firms and private banks. A charge of £250 + VAT applies for service providers.

CPD certificates will be issued shortly after the event.

Event Information

15:00 – 15:30           Networking

15:30 – 15:35           Welcome & Introduction

15:35 – 15:50           Clive Burstow, Barings

15:50 – 16:05           Objectway

16:05 – 16:20           Crealogix

16:20 – 16:35           TBC

16:35 – 16:55           James Brown, Compeer – “Latest trends in wealth management”

16:55 – 17:25           Wealth Management Panel Discussion

(Andy Steel – James Hambro, Nick Tucker – Waverton)

17:25 – 17:30           Conclusion

17:30 – 18:30           Networking

Please complete the form below to register your interest in this event. 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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Clive Burstow – Head of Global Resources, Barings

Clive Burstow is an Investment Manager, Head of Barings Global Resources Team and is co-manager on the Barings’ Global Resources, Barings’ Global Agriculture and Barings’ Australia Funds. Clive specializes in the analysis and investment management of materials companies. Clive has worked in the industry since 2004. Prior to re-joining the firm in 2011, he worked for BlackRock and AllianceBerstein, where he was responsible for mining stock analysis. Clive initially joined Barings in 2004 as an Investment Analyst in the Global Resources team. Before that, he worked for six years as a Senior Metals Analyst at Metal Bulletin Research (MBR) and three years as a Senior Database Analyst for Mining Journal Ltd. Clive holds a B.Eng. (Hons.) in Mineral Surveying and Resource Management from the Camborne School of Mines in Cornwall.

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.

Nick Tucker – CEO, Waverton Investment Management

Nick joined Waverton in February 2020 as Chief Executive (SMF1) having spent nearly 30 years building wealth management businesses in the UK and overseas. Prior to Waverton, Nick was Managing Director and Head of UBS Domestic Wealth Management business in the UK. For the first 20 years of his career, he was with Merrill Lynch, latterly as Head of Private Clients UK and Ireland. Nick graduated from Exeter University with a degree in Political Studies.

Andy Steel – CEO, James Hambro & Partners

As a founding member of the team, Andy was instrumental in establishing James Hambro & Partners in 2009. He previously held various roles at J O Hambro Investment Management, including Finance Director and Chief Operating Officer, and before that worked at Sun Life and the original J O Hambro Group.

He is a Fellow of the Chartered Association of Certified Accountants.

In 2018, Andy was named one of the PAM 50 Most Influential – the definitive list of those at the forefront of shaping private client work in the UK and Crown Dependencies.

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