WEBINAR – Making your firm an “attractive” place for Millennials to work

Compeer research shows that the UK wealth management sector has experienced a significant growth in assets in recent years. There are close to 37,000 people directly employed in the industry and as the average age of advisers continues to rise, the next generation of wealth managers need to come from somewhere.

In this competitive environment, attracting millennials to their workforce could be highly beneficial for the wealth management firms and a hidden route to expanding their client base to include younger clients. Using Compeer’s data, our parent company Parkwell will be looking at the important question of what it takes in this tech dominated age to attract the brightest and best of this generation working in the sector?

Join us on Tuesday, 23rd March 2021 to hear from some of the UK’s leading recruiters as well as a panel of industry experts about what you and your firm need to do now in order to get ahead of your competitors and find the very best millennials out there. 

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           Dan Macey, Parkwell – “Welcome & Introduction”

16:05 – 16:15           Zandile Nkhata, Investec Wealth & Investment

16:15 – 16:25           Prash Arora, Parkwell

16:25 – 16:55           Panel Discussion

16:55 – 17:00           Dan Macey, Parkwell – “Conclusion”

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.

Dan Macey – Senior Recruiter – Parkwell

Dan has a wealth of experience in private banking search and selection. He has recruited for many of the world’s leading banks as well as smaller institutions and family offices in the UK, Europe and emerging markets. Dan heads up Suffolk Lane Search and is responsible for developing new business while maintaining existing relationships with key clients.

Prash Arora – Senior Consultant – Parkwell

Prash is a senior consultant at Parkwell with over 10 years search experience focusing on mid to senior level appointments within wealth and asset management, including Private Banks and Hedge Funds. Prash is CFA qualified and began his career in asset management in Edinburgh before moving to the City as a Fund Manager covering European equities and structured products for institutional clients.

Zandile Nkhata – Belonging, Inclusion and Diversity Lead – Investec

Zandile Nkhata is currently the Belonging, Inclusion and Diversity Lead at Investec Group responsible for driving a vision and strategy where it’s easy to be me! A Fellow Chartered Certified Accountant (UK) with an Executive MBA she is currently a Doctoral student at Middlesex University exploring how to create organisational cultural shifts in building an inclusive work environment.  She has over 20 years work experience across two continents. She has worked with both Senior and Executive Management including CEOs, Cabinet Ministers, Vice Chancellors and Executive Television Producers. She is married, lives in Blackheath and, in lockdown, has taken up (very slow) running!

Research Partner

Other upcoming events

REGTECH WEBINAR – Disrupting the status quo of compliance

Tuesday 2nd March 2021
16:00 - 17:05

The emergence of RegTech has been long considered to have the potential to disrupt the status quo of compliance within the wealth management industry. The backdrop of Covid-19 has seen the way firms operate fundamentally change with remote working increasing the need for off-site and automated compliance solutions. As a result, there has been a sharper spotlight cast on the RegTech sector suggesting a pivotal moment in its development. This is now prime opportunity for the sector to answer questions on its maturity and ability to serve the needs of wealth management firms effectively.

Our webinar aims to look more closer at this opportunity and highlight the strategic role RegTech can play

Wealthtech 2021 Webinar – The ‘Next Normal’ Post COVID-19

Wednesday 28th April 2021
16:00 - 17:10

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

Wealth Management – The Yearly Review 2021

Thursday 24th June 2021
16:00 - 17:15

Compeer will share the latest results from the annual benchmarking survey. This will include all of the key business performance metrics.