WEBINAR – Are CIO’s Meeting Their Clients’ Requirements?

With COVID-19 causing extreme market volatility and uncertainty, investors are likely to have shifted their investment requirements both in the short and long term. Compeer will therefore be conducting end investor research focusing on understanding their views on key investment themes.

We will also be interviewing Chief Investment Officers (CIOs) at wealth management firms to understand how they see investment themes and preferences changing going forward. The purpose of this research is to ascertain how well clients’ portfolios are aligned with their needs and preferences.

We hope you can join us for this webinar, where Compeer will share the research results, as well as being joined by guest speakers and a panel of wealth management professionals to share their views.

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 – 16:20           CREALOGIX

16:20 – 16:30           TBC

16:30 – 16:40           Tom Thwaites, Compeer – “The Views of the Investors”

16:40 – 17:00           Panel Discussion

Daryl Roxburgh (BITA Risk), James Lawson (Tribe Impact Capital)

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.

We may share your data with third parties in order to provide certain services, for example webinars. We contract with such third parties regarding personal data in compliance with GDPR. Included in this contract is the obligation to not share personal data with anyone else. We will use the data you provide on this form to contact you with information about the webinar, registration details and any post-event communications. We will also use your information to send you invitations to our future events and details about our services: because Compeer focuses exclusively on the UK wealth management industry, we consider that such use of your data falls within our legitimate interest. You are free to unsubscribe from any such contact at any time by using the links in our communications, responding directly to an email we have sent you or by sending an email to events@compeer.co.uk.

For full details of how we process the data you submit here, please see our Privacy Notice.

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.

Tom Thwaites, Research Analyst – Compeer

Tom joined Compeer in January 2019 having graduated from the University of Leicester with a BSc in Financial Economics. During his time at university Tom attended Katholieke Universiteit Leuven in Belgium as part of the Erasmus program where he furthered his studies into economics, finance, business management and econometrics. He also gained work experience in Beijing on a summer internship for a Chinese consulting firm which specialises on the Belt and Road initiative.

Now, as a member of the Compeer analyst team Tom works on a variety of bespoke research projects looking into different aspects of the Wealth Management industry, presenting the findings at Compeer conferences as well as supporting the team with the annual industry report and benchmarking services.

Daryl Roxburgh, President and Global Head – BITA Risk

Daryl is President and Global Head of BITA Risk (part of corfinancial), headquartered in London and with offices in Boston and New York. corfinancial serves banking and financial services organisations globally.

Daryl has over 30 years of investment industry experience. He joined BITA Risk in April 2004 and has led the design of its award-winning private client suitability, portfolio management and compliance and governance software applications, including BITA Wealth and BITA ESG Manager. Today, circa 20% of UK HNW and UHNW AUM is run through BITA Risk applications.

Prior to joining BITA Risk Daryl had been a Director and Global Head of IT for Prudential Portfolio Managers and also held senior positions at Credit Suisse. He sits on the PIMFA Indices Committee, was a founding director of the London Quant Group and has contributed to a number of investment books.

James Lawson, Partner & Co-founder – Tribe Impact Capital

James is a partner and one of the co-founders of Tribe Impact Capital, the UK’s only dedicated impact wealth manager. Tribe runs bespoke and model portfolios that follow their philosophy of investing in well-run businesses that are seeking to solve global challenges. Tribe is also a B Corp, part of a global movement that believe in business as a force for good.

James is also a Board Trustee and Investment Committee member at UnLtd, the largest supporter of social entrepreneurs in the UK. He holds the CFA designation and a Masters in Economics.

Other upcoming events

WEBINAR – Ready for the Future? Attitudes towards Digital in Wealth and Investment Management

17th November 2020
16:00 - 17:00

Compeer, in partnership with CREALOGiX, have analysed attitudes to digital in the wealth management industry, to understand how the gap between firms’ digital capabilities and client expectations may be bridged.

WEBINAR – The Changing Shape of Employee Benefits

Tuesday 8th December 2020
16:00 - 17:00

Are employee benefits now more important than the equivalent salary? Do employees find benefits more appealing because potentially they can worth more monetarily and offer peace of mind, for example, life assurance, flexible working arrangements in a post-pandemic environment and critical illness insurance? Do benefits motivate and make your team more productive?

Compeer, in conjunction with parent company Parkwell Management Consultants will explore these areas as well as analysing the benefits packages currently being offered.